FYBTX vs. FTHRX
Compare and contrast key facts about Fidelity Series Short-Term Credit Fund (FYBTX) and Fidelity Intermediate Bond Fund (FTHRX).
FYBTX is managed by Fidelity. It was launched on Mar 27, 2015. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FYBTX or FTHRX.
Correlation
The correlation between FYBTX and FTHRX is -0.04. 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
FYBTX vs. FTHRX - Performance Comparison
Key characteristics
FYBTX:
3.22
FTHRX:
2.10
FYBTX:
5.80
FTHRX:
3.35
FYBTX:
1.82
FTHRX:
1.41
FYBTX:
7.66
FTHRX:
0.97
FYBTX:
21.43
FTHRX:
6.76
FYBTX:
0.32%
FTHRX:
1.09%
FYBTX:
2.12%
FTHRX:
3.50%
FYBTX:
-5.58%
FTHRX:
-13.96%
FYBTX:
-0.30%
FTHRX:
-1.01%
Returns By Period
In the year-to-date period, FYBTX achieves a 1.67% return, which is significantly lower than FTHRX's 2.47% return. Over the past 10 years, FYBTX has outperformed FTHRX with an annualized return of 2.33%, while FTHRX has yielded a comparatively lower 1.71% annualized return.
FYBTX
1.67%
0.57%
2.62%
6.95%
2.67%
2.33%
FTHRX
2.47%
0.80%
2.49%
7.48%
0.63%
1.71%
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FYBTX vs. FTHRX - Expense Ratio Comparison
FYBTX has a 0.00% expense ratio, which is lower than FTHRX's 0.45% expense ratio.
Risk-Adjusted Performance
FYBTX vs. FTHRX — Risk-Adjusted Performance Rank
FYBTX
FTHRX
FYBTX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Short-Term Credit Fund (FYBTX) and Fidelity Intermediate Bond Fund (FTHRX). 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
FYBTX vs. FTHRX - Dividend Comparison
FYBTX's dividend yield for the trailing twelve months is around 4.16%, more than FTHRX's 3.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FYBTX Fidelity Series Short-Term Credit Fund | 4.16% | 3.99% | 2.76% | 1.70% | 1.93% | 2.47% | 2.72% | 2.44% | 1.59% | 1.15% | 0.92% | 0.00% |
FTHRX Fidelity Intermediate Bond Fund | 3.49% | 3.49% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
FYBTX vs. FTHRX - Drawdown Comparison
The maximum FYBTX drawdown since its inception was -5.58%, smaller than the maximum FTHRX drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for FYBTX and FTHRX. For additional features, visit the drawdowns tool.
Volatility
FYBTX vs. FTHRX - Volatility Comparison
The current volatility for Fidelity Series Short-Term Credit Fund (FYBTX) is 0.88%, while Fidelity Intermediate Bond Fund (FTHRX) has a volatility of 1.43%. This indicates that FYBTX experiences smaller price fluctuations and is considered to be less risky than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.