FXNAX vs. FTBFX

The year-to-date returns for both investments are quite close, with FXNAX having a 1.28% return and FTBFX slightly higher at 1.32%. Over the past 10 years, FXNAX has underperformed FTBFX with an annualized return of 1.26%, while FTBFX has yielded a comparatively higher 1.96% annualized return.

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FXNAX has a 0.03% expense ratio, which is lower than FTBFX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity U.S. Bond Index Fund (FXNAX) and Fidelity Total Bond Fund (FTBFX). 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.

The current FXNAX Sharpe Ratio is 0.87, which is comparable to the FTBFX Sharpe Ratio of 0.95. The chart below compares the historical Sharpe Ratios of FXNAX and FTBFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FXNAX's dividend yield for the trailing twelve months is around 3.50%, less than FTBFX's 4.53% yield.

The maximum FXNAX drawdown since its inception was -19.64%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FXNAX and FTBFX. For additional features, visit the drawdowns tool.

Fidelity U.S. Bond Index Fund (FXNAX) and Fidelity Total Bond Fund (FTBFX) have volatilities of 1.45% and 1.43%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.