FUMBX vs. FIPDX
Compare and contrast key facts about Fidelity Short-Term Treasury Bond Index Fund (FUMBX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX).
FUMBX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. It was launched on Dec 20, 2005. FIPDX is managed by Fidelity. It was launched on May 16, 2012.
Performance
FUMBX vs. FIPDX - Performance Comparison
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FUMBX vs. FIPDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUMBX Fidelity Short-Term Treasury Bond Index Fund | -0.20% | 5.83% | 3.25% | 4.47% | -5.84% | -1.38% | 4.22% | 4.19% | 1.47% | -0.33% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 0.33% | 6.90% | 2.00% | 3.77% | -12.09% | 5.94% | 10.90% | 8.32% | -1.37% | 1.22% |
Returns By Period
In the year-to-date period, FUMBX achieves a -0.20% return, which is significantly lower than FIPDX's 0.33% return.
FUMBX
- 1D
- 0.19%
- 1M
- -1.15%
- YTD
- -0.20%
- 6M
- 0.95%
- 1Y
- 3.45%
- 3Y*
- 3.77%
- 5Y*
- 1.29%
- 10Y*
- —
FIPDX
- 1D
- 0.55%
- 1M
- -1.40%
- YTD
- 0.33%
- 6M
- 0.37%
- 1Y
- 2.97%
- 3Y*
- 3.15%
- 5Y*
- 1.44%
- 10Y*
- 2.58%
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FUMBX vs. FIPDX - Expense Ratio Comparison
FUMBX has a 0.03% expense ratio, which is lower than FIPDX's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FUMBX vs. FIPDX — Risk / Return Rank
FUMBX
FIPDX
FUMBX vs. FIPDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Short-Term Treasury Bond Index Fund (FUMBX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FUMBX | FIPDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 0.83 | +0.81 |
Sortino ratioReturn per unit of downside risk | 2.58 | 1.17 | +1.41 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.15 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.66 | 1.37 | +1.28 |
Martin ratioReturn relative to average drawdown | 9.30 | 4.30 | +5.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FUMBX | FIPDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 0.83 | +0.81 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.24 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.40 | +0.32 |
Correlation
The correlation between FUMBX and FIPDX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FUMBX vs. FIPDX - Dividend Comparison
FUMBX's dividend yield for the trailing twelve months is around 3.42%, less than FIPDX's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.42% | 3.51% | 2.91% | 1.64% | 0.86% | 1.15% | 1.41% | 1.88% | 1.64% | 0.34% | 0.00% | 0.00% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 4.16% | 4.18% | 3.75% | 3.56% | 8.87% | 4.76% | 1.24% | 1.97% | 2.26% | 1.29% | 1.34% | 0.38% |
Drawdowns
FUMBX vs. FIPDX - Drawdown Comparison
The maximum FUMBX drawdown since its inception was -8.83%, smaller than the maximum FIPDX drawdown of -14.32%. Use the drawdown chart below to compare losses from any high point for FUMBX and FIPDX.
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Drawdown Indicators
| FUMBX | FIPDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.83% | -14.32% | +5.49% |
Max Drawdown (1Y)Largest decline over 1 year | -1.54% | -2.90% | +1.36% |
Max Drawdown (5Y)Largest decline over 5 years | -8.60% | -14.32% | +5.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.32% | — |
Current DrawdownCurrent decline from peak | -1.15% | -1.40% | +0.25% |
Average DrawdownAverage peak-to-trough decline | -1.88% | -4.52% | +2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.44% | 0.92% | -0.48% |
Volatility
FUMBX vs. FIPDX - Volatility Comparison
The current volatility for Fidelity Short-Term Treasury Bond Index Fund (FUMBX) is 0.76%, while Fidelity Inflation-Protected Bond Index Fund (FIPDX) has a volatility of 1.37%. This indicates that FUMBX experiences smaller price fluctuations and is considered to be less risky than FIPDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUMBX | FIPDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.76% | 1.37% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 1.37% | 2.35% | -0.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.32% | 4.13% | -1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.89% | 5.99% | -3.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.49% | 5.38% | -2.89% |