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FUTBX vs. D5BB.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FUTBX vs. D5BB.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) and Xtrackers II Germany Government Bond UCITS ETF (D5BB.DE). The values are adjusted to include any dividend payments, if applicable.

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FUTBX vs. D5BB.DE - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FUTBX
Fidelity SAI U.S. Treasury Bond Index Fund
0.02%6.12%0.70%4.19%-13.00%-2.54%7.76%7.30%0.95%2.28%
D5BB.DE
Xtrackers II Germany Government Bond UCITS ETF
-1.89%11.22%-5.56%8.51%-22.32%-10.25%12.74%0.65%-2.43%14.02%
Different Trading Currencies

FUTBX is traded in USD, while D5BB.DE is traded in EUR. To make them comparable, the D5BB.DE values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, FUTBX achieves a 0.02% return, which is significantly higher than D5BB.DE's -1.89% return.


FUTBX

1D
-0.11%
1M
-1.32%
YTD
0.02%
6M
0.41%
1Y
3.00%
3Y*
2.54%
5Y*
-0.32%
10Y*

D5BB.DE

1D
-0.40%
1M
-1.81%
YTD
-1.89%
6M
-2.26%
1Y
6.45%
3Y*
2.46%
5Y*
-3.61%
10Y*
-1.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FUTBX vs. D5BB.DE - Expense Ratio Comparison

FUTBX has a 0.03% expense ratio, which is lower than D5BB.DE's 0.15% 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

FUTBX vs. D5BB.DE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FUTBX
FUTBX Risk / Return Rank: 2323
Overall Rank
FUTBX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
FUTBX Sortino Ratio Rank: 1919
Sortino Ratio Rank
FUTBX Omega Ratio Rank: 1414
Omega Ratio Rank
FUTBX Calmar Ratio Rank: 3737
Calmar Ratio Rank
FUTBX Martin Ratio Rank: 2222
Martin Ratio Rank

D5BB.DE
D5BB.DE Risk / Return Rank: 1010
Overall Rank
D5BB.DE Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
D5BB.DE Sortino Ratio Rank: 1010
Sortino Ratio Rank
D5BB.DE Omega Ratio Rank: 1010
Omega Ratio Rank
D5BB.DE Calmar Ratio Rank: 88
Calmar Ratio Rank
D5BB.DE Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FUTBX vs. D5BB.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) and Xtrackers II Germany Government Bond UCITS ETF (D5BB.DE). 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.


FUTBXD5BB.DEDifference

Sharpe ratio

Return per unit of total volatility

0.69

0.70

-0.01

Sortino ratio

Return per unit of downside risk

1.00

1.11

-0.10

Omega ratio

Gain probability vs. loss probability

1.12

1.13

-0.01

Calmar ratio

Return relative to maximum drawdown

1.31

0.70

+0.61

Martin ratio

Return relative to average drawdown

3.29

1.89

+1.41

FUTBX vs. D5BB.DE - Sharpe Ratio Comparison

The current FUTBX Sharpe Ratio is 0.69, which is comparable to the D5BB.DE Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of FUTBX and D5BB.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FUTBXD5BB.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.69

0.70

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.06

-0.37

+0.31

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.25

-0.05

+0.30

Correlation

The correlation between FUTBX and D5BB.DE is 0.49, 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

FUTBX vs. D5BB.DE - Dividend Comparison

FUTBX's dividend yield for the trailing twelve months is around 3.55%, more than D5BB.DE's 1.70% yield.


TTM20252024202320222021202020192018201720162015
FUTBX
Fidelity SAI U.S. Treasury Bond Index Fund
3.55%3.43%2.90%2.12%1.12%0.86%4.54%2.75%2.05%1.65%0.00%0.00%
D5BB.DE
Xtrackers II Germany Government Bond UCITS ETF
1.70%1.58%1.36%1.13%1.79%1.15%0.00%0.00%0.00%0.56%0.00%0.77%

Drawdowns

FUTBX vs. D5BB.DE - Drawdown Comparison

The maximum FUTBX drawdown since its inception was -19.69%, smaller than the maximum D5BB.DE drawdown of -36.29%. Use the drawdown chart below to compare losses from any high point for FUTBX and D5BB.DE.


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Drawdown Indicators


FUTBXD5BB.DEDifference

Max Drawdown

Largest peak-to-trough decline

-19.69%

-23.86%

+4.17%

Max Drawdown (1Y)

Largest decline over 1 year

-2.71%

-2.64%

-0.07%

Max Drawdown (5Y)

Largest decline over 5 years

-17.03%

-21.18%

+4.15%

Max Drawdown (10Y)

Largest decline over 10 years

-23.86%

Current Drawdown

Current decline from peak

-7.66%

-19.34%

+11.68%

Average Drawdown

Average peak-to-trough decline

-6.94%

-6.86%

-0.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.08%

1.26%

-0.18%

Volatility

FUTBX vs. D5BB.DE - Volatility Comparison

The current volatility for Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) is 1.48%, while Xtrackers II Germany Government Bond UCITS ETF (D5BB.DE) has a volatility of 3.12%. This indicates that FUTBX experiences smaller price fluctuations and is considered to be less risky than D5BB.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FUTBXD5BB.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.48%

3.12%

-1.64%

Volatility (6M)

Calculated over the trailing 6-month period

2.55%

5.24%

-2.69%

Volatility (1Y)

Calculated over the trailing 1-year period

4.23%

9.16%

-4.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.79%

9.76%

-3.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.17%

8.90%

-3.73%