FXNAX vs. TLT

In the year-to-date period, FXNAX achieves a 1.58% return, which is significantly higher than TLT's -2.50% return. Over the past 10 years, FXNAX has outperformed TLT with an annualized return of 1.31%, while TLT has yielded a comparatively lower -1.02% annualized return.

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FXNAX has a 0.03% expense ratio, which is lower than TLT'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%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity U.S. Bond Index Fund (FXNAX) and iShares 20+ Year Treasury Bond ETF (TLT). 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 higher than the TLT Sharpe Ratio of -0.31. The chart below compares the historical Sharpe Ratios of FXNAX and TLT, 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 3.49%, less than TLT's 4.51% yield.

The maximum FXNAX drawdown since its inception was -19.64%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for FXNAX and TLT. For additional features, visit the drawdowns tool.

The current volatility for Fidelity U.S. Bond Index Fund (FXNAX) is 1.34%, while iShares 20+ Year Treasury Bond ETF (TLT) has a volatility of 3.73%. This indicates that FXNAX experiences smaller price fluctuations and is considered to be less risky than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.