FUTBX vs. FSRIX
Compare and contrast key facts about Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) and Fidelity Advisor Strategic Income Fund Class I (FSRIX).
FUTBX is managed by Fidelity. It was launched on Mar 1, 2016. FSRIX is managed by Fidelity. It was launched on Jul 3, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUTBX or FSRIX.
Correlation
The correlation between FUTBX and FSRIX is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FUTBX vs. FSRIX - Performance Comparison
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Key characteristics
FUTBX:
0.82
FSRIX:
1.65
FUTBX:
1.32
FSRIX:
2.50
FUTBX:
1.15
FSRIX:
1.32
FUTBX:
0.25
FSRIX:
2.21
FUTBX:
1.98
FSRIX:
6.42
FUTBX:
2.25%
FSRIX:
1.00%
FUTBX:
5.09%
FSRIX:
3.78%
FUTBX:
-21.39%
FSRIX:
-17.71%
FUTBX:
-13.16%
FSRIX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with FUTBX having a 1.97% return and FSRIX slightly higher at 1.99%.
FUTBX
1.97%
-0.59%
2.01%
4.21%
-2.56%
N/A
FSRIX
1.99%
2.25%
2.16%
6.25%
4.31%
3.69%
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FUTBX vs. FSRIX - Expense Ratio Comparison
FUTBX has a 0.03% expense ratio, which is lower than FSRIX's 0.71% expense ratio.
Risk-Adjusted Performance
FUTBX vs. FSRIX — Risk-Adjusted Performance Rank
FUTBX
FSRIX
FUTBX vs. FSRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) and Fidelity Advisor Strategic Income Fund Class I (FSRIX). 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.
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Dividends
FUTBX vs. FSRIX - Dividend Comparison
FUTBX's dividend yield for the trailing twelve months is around 2.86%, less than FSRIX's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUTBX Fidelity SAI U.S. Treasury Bond Index Fund | 2.86% | 2.91% | 2.11% | 1.52% | 1.00% | 1.84% | 2.15% | 2.04% | 1.64% | 0.92% | 0.00% | 0.00% |
FSRIX Fidelity Advisor Strategic Income Fund Class I | 4.04% | 4.16% | 4.28% | 3.65% | 2.69% | 3.30% | 3.41% | 3.64% | 3.35% | 3.48% | 3.68% | 5.27% |
Drawdowns
FUTBX vs. FSRIX - Drawdown Comparison
The maximum FUTBX drawdown since its inception was -21.39%, which is greater than FSRIX's maximum drawdown of -17.71%. Use the drawdown chart below to compare losses from any high point for FUTBX and FSRIX. For additional features, visit the drawdowns tool.
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Volatility
FUTBX vs. FSRIX - Volatility Comparison
Fidelity SAI U.S. Treasury Bond Index Fund (FUTBX) has a higher volatility of 1.36% compared to Fidelity Advisor Strategic Income Fund Class I (FSRIX) at 0.97%. This indicates that FUTBX's price experiences larger fluctuations and is considered to be riskier than FSRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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