FXNAX vs. FUAMX
Compare and contrast key facts about Fidelity U.S. Bond Index Fund (FXNAX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX).
FXNAX is managed by Fidelity. FUAMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXNAX or FUAMX.
Correlation
The correlation between FXNAX and FUAMX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FXNAX vs. FUAMX - Performance Comparison
Key characteristics
FXNAX:
1.05
FUAMX:
1.23
FXNAX:
1.58
FUAMX:
1.86
FXNAX:
1.18
FUAMX:
1.22
FXNAX:
0.38
FUAMX:
0.43
FXNAX:
2.60
FUAMX:
2.72
FXNAX:
2.14%
FUAMX:
2.62%
FXNAX:
5.28%
FUAMX:
5.79%
FXNAX:
-19.64%
FUAMX:
-19.71%
FXNAX:
-9.29%
FUAMX:
-10.24%
Returns By Period
In the year-to-date period, FXNAX achieves a 0.88% return, which is significantly lower than FUAMX's 2.91% return.
FXNAX
0.88%
-1.44%
0.00%
5.56%
-1.35%
1.11%
FUAMX
2.91%
-0.14%
1.34%
7.14%
-1.87%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FXNAX vs. FUAMX - Expense Ratio Comparison
FXNAX has a 0.03% expense ratio, which is lower than FUAMX's 0.03% 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%.
Risk-Adjusted Performance
FXNAX vs. FUAMX — Risk-Adjusted Performance Rank
FXNAX
FUAMX
FXNAX vs. FUAMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity U.S. Bond Index Fund (FXNAX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX). 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.
Dividends
FXNAX vs. FUAMX - Dividend Comparison
FXNAX's dividend yield for the trailing twelve months is around 3.16%, less than FUAMX's 3.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXNAX Fidelity U.S. Bond Index Fund | 3.16% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.61% | 3.59% | 2.19% | 1.64% | 1.95% | 3.13% | 2.17% | 2.23% | 0.49% | 0.00% | 0.00% | 0.00% |
Drawdowns
FXNAX vs. FUAMX - Drawdown Comparison
The maximum FXNAX drawdown since its inception was -19.64%, roughly equal to the maximum FUAMX drawdown of -19.71%. Use the drawdown chart below to compare losses from any high point for FXNAX and FUAMX. For additional features, visit the drawdowns tool.
Volatility
FXNAX vs. FUAMX - Volatility Comparison
The current volatility for Fidelity U.S. Bond Index Fund (FXNAX) is 1.96%, while Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a volatility of 2.32%. This indicates that FXNAX experiences smaller price fluctuations and is considered to be less risky than FUAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.