IUTIX vs. FUMBX
Compare and contrast key facts about Columbia U.S. Treasury Index Fund (IUTIX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX).
IUTIX is managed by Columbia. It was launched on Jun 3, 1991. FUMBX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. It was launched on Dec 20, 2005.
Performance
IUTIX vs. FUMBX - Performance Comparison
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IUTIX vs. FUMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUTIX Columbia U.S. Treasury Index Fund | -0.41% | 6.03% | -0.01% | 3.80% | -12.74% | -2.59% | 7.71% | 6.70% | 0.60% | 0.04% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | -0.20% | 5.83% | 3.25% | 4.47% | -5.84% | -1.38% | 4.22% | 4.19% | 1.47% | -0.33% |
Returns By Period
In the year-to-date period, IUTIX achieves a -0.41% return, which is significantly lower than FUMBX's -0.20% return.
IUTIX
- 1D
- 0.51%
- 1M
- -2.18%
- YTD
- -0.41%
- 6M
- 0.40%
- 1Y
- 2.66%
- 3Y*
- 2.02%
- 5Y*
- -0.54%
- 10Y*
- 0.75%
FUMBX
- 1D
- 0.19%
- 1M
- -1.15%
- YTD
- -0.20%
- 6M
- 0.95%
- 1Y
- 3.45%
- 3Y*
- 3.77%
- 5Y*
- 1.29%
- 10Y*
- —
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IUTIX vs. FUMBX - Expense Ratio Comparison
IUTIX has a 0.16% expense ratio, which is higher than FUMBX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IUTIX vs. FUMBX — Risk / Return Rank
IUTIX
FUMBX
IUTIX vs. FUMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia U.S. Treasury Index Fund (IUTIX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX). 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.
| IUTIX | FUMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.64 | -0.85 |
Sortino ratioReturn per unit of downside risk | 1.15 | 2.58 | -1.42 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.35 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 2.66 | -1.29 |
Martin ratioReturn relative to average drawdown | 3.49 | 9.30 | -5.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IUTIX | FUMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.64 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | 0.45 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.72 | +0.02 |
Correlation
The correlation between IUTIX and FUMBX is 0.81, 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.
Dividends
IUTIX vs. FUMBX - Dividend Comparison
IUTIX's dividend yield for the trailing twelve months is around 3.36%, less than FUMBX's 3.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUTIX Columbia U.S. Treasury Index Fund | 3.36% | 3.61% | 2.85% | 2.40% | 1.56% | 1.30% | 2.14% | 2.06% | 1.94% | 1.54% | 1.74% | 2.00% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.42% | 3.51% | 2.91% | 1.64% | 0.86% | 1.15% | 1.41% | 1.88% | 1.64% | 0.34% | 0.00% | 0.00% |
Drawdowns
IUTIX vs. FUMBX - Drawdown Comparison
The maximum IUTIX drawdown since its inception was -19.42%, which is greater than FUMBX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for IUTIX and FUMBX.
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Drawdown Indicators
| IUTIX | FUMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.42% | -8.83% | -10.59% |
Max Drawdown (1Y)Largest decline over 1 year | -2.79% | -1.54% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -8.60% | -8.31% |
Max Drawdown (10Y)Largest decline over 10 years | -19.42% | — | — |
Current DrawdownCurrent decline from peak | -8.67% | -1.15% | -7.52% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -1.88% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 0.44% | +0.65% |
Volatility
IUTIX vs. FUMBX - Volatility Comparison
Columbia U.S. Treasury Index Fund (IUTIX) has a higher volatility of 1.43% compared to Fidelity Short-Term Treasury Bond Index Fund (FUMBX) at 0.76%. This indicates that IUTIX's price experiences larger fluctuations and is considered to be riskier than FUMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUTIX | FUMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.43% | 0.76% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 2.52% | 1.37% | +1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.21% | 2.32% | +1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.79% | 2.89% | +2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.10% | 2.49% | +2.61% |