ORCL vs. FBND
ORCL (Oracle Corporation) is a stock, while FBND (Fidelity Total Bond ETF) is Intermediate Core-Plus Bond fund actively managed by Fidelity. Over the past 10 years, ORCL returned 13.12%/yr vs 2.32%/yr for FBND. At a 0.06 correlation, their price movements are largely independent.
Performance
ORCL vs. FBND - Performance Comparison
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Returns By Period
In the year-to-date period, ORCL achieves a -37.12% return, which is significantly lower than FBND's 0.27% return. Over the past 10 years, ORCL has outperformed FBND with an annualized return of 13.12%, while FBND has yielded a comparatively lower 2.32% annualized return.
ORCL
- 1D
- -3.98%
- 1M
- -33.91%
- 6M
- -36.04%
- YTD
- -37.12%
- 1Y
- -49.98%
- 3Y*
- 2.24%
- 5Y*
- 7.68%
- 10Y*
- 13.12%
- ALL TIME*
- 21.29%
FBND
- 1D
- -0.26%
- 1M
- -0.60%
- 6M
- 0.12%
- YTD
- 0.27%
- 1Y
- 4.12%
- 3Y*
- 4.46%
- 5Y*
- 0.52%
- 10Y*
- 2.32%
- ALL TIME*
- 2.53%
ORCL vs. FBND - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ORCL Oracle Corporation | -37.12% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
FBND Fidelity Total Bond ETF | 0.27% | 7.57% | 2.13% | 6.81% | -12.54% | -0.43% | 9.41% | 9.82% | -0.57% | 3.52% |
Correlation
The correlation between ORCL and FBND is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.16 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Oct 9, 2014 | 0.06 |
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Return for Risk
ORCL vs. FBND — Risk / Return Rank
ORCL
FBND
ORCL vs. FBND - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oracle Corporation (ORCL) and Fidelity Total Bond ETF (FBND). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ORCL | FBND | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.85 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.19 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 1.55 | -2.35 |
| Martin ratioReturn relative to average drawdown | -1.28 | 4.22 | -5.50 |
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Drawdowns
ORCL vs. FBND - Drawdown Comparison
The maximum ORCL drawdown since its inception was -84.19%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for ORCL and FBND.
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Drawdown Indicators
| ORCL | FBND | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.19% | -17.25% | -66.94% |
Max Drawdown (1Y)Largest decline over 1 year | -62.61% | -2.66% | -59.95% |
Max Drawdown (3Y)Largest decline over 3 years | -62.61% | -5.61% | -57.00% |
Max Drawdown (5Y)Largest decline over 5 years | -62.61% | -17.25% | -45.36% |
Max Drawdown (10Y)Largest decline over 10 years | -62.61% | -17.25% | -45.36% |
Current DrawdownCurrent decline from peak | -62.61% | -1.65% | -60.96% |
Average DrawdownAverage peak-to-trough decline | -29.16% | -3.33% | -25.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.16% | 0.98% | +38.18% |
Volatility
ORCL vs. FBND - Volatility Comparison
Oracle Corporation (ORCL) has a higher volatility of 13.67% compared to Fidelity Total Bond ETF (FBND) at 1.07%. This indicates that ORCL's price experiences larger fluctuations and is considered to be riskier than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ORCL | FBND | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.67% | 1.07% | +12.60% |
Volatility (6M)Calculated over the trailing 6-month period | 42.95% | 2.92% | +40.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 65.37% | 3.80% | +61.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.65% | 5.93% | +36.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.47% | 6.10% | +29.37% |
Dividends
ORCL vs. FBND - Dividend Comparison
ORCL's dividend yield for the trailing twelve months is around 1.65%, less than FBND's 4.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBND Fidelity Total Bond ETF | 4.72% | 4.70% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% |
ORCL Oracle Corporation | 1.65% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Frequently Asked Questions
ORCL and FBND have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (13.67%) compared to FBND (1.07%). In terms of maximum drawdown, ORCL dropped -84.19% vs FBND's -17.25%.
FBND currently has the higher Sharpe Ratio (1.09 vs -0.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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