TIBDX vs. FNBGX
Compare and contrast key facts about TIAA-CREF Core Bond Fund (TIBDX) and Fidelity Long-Term Treasury Bond Index Fund (FNBGX).
TIBDX is managed by TIAA Investments. It was launched on Jul 1, 1999. FNBGX is managed by Fidelity. It was launched on Dec 20, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIBDX or FNBGX.
Correlation
The correlation between TIBDX and FNBGX is 0.87, 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
TIBDX vs. FNBGX - Performance Comparison
Key characteristics
TIBDX:
0.60
FNBGX:
-0.35
TIBDX:
0.87
FNBGX:
-0.40
TIBDX:
1.10
FNBGX:
0.95
TIBDX:
0.25
FNBGX:
-0.11
TIBDX:
1.90
FNBGX:
-0.77
TIBDX:
1.67%
FNBGX:
5.91%
TIBDX:
5.28%
FNBGX:
12.90%
TIBDX:
-19.54%
FNBGX:
-47.77%
TIBDX:
-8.11%
FNBGX:
-40.77%
Returns By Period
In the year-to-date period, TIBDX achieves a 2.27% return, which is significantly higher than FNBGX's -4.86% return.
TIBDX
2.27%
-0.33%
1.35%
2.96%
-0.22%
1.48%
FNBGX
-4.86%
-0.74%
-2.98%
-4.76%
-5.61%
N/A
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TIBDX vs. FNBGX - Expense Ratio Comparison
TIBDX has a 0.29% expense ratio, which is higher than FNBGX's 0.03% expense ratio.
Risk-Adjusted Performance
TIBDX vs. FNBGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Core Bond Fund (TIBDX) and Fidelity Long-Term Treasury Bond Index Fund (FNBGX). 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
TIBDX vs. FNBGX - Dividend Comparison
TIBDX's dividend yield for the trailing twelve months is around 3.91%, more than FNBGX's 3.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBDX TIAA-CREF Core Bond Fund | 3.91% | 3.88% | 2.99% | 2.00% | 2.43% | 2.89% | 3.15% | 2.86% | 2.86% | 2.66% | 2.32% | 2.47% |
FNBGX Fidelity Long-Term Treasury Bond Index Fund | 3.37% | 3.20% | 3.00% | 2.05% | 2.13% | 2.64% | 2.95% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TIBDX vs. FNBGX - Drawdown Comparison
The maximum TIBDX drawdown since its inception was -19.54%, smaller than the maximum FNBGX drawdown of -47.77%. Use the drawdown chart below to compare losses from any high point for TIBDX and FNBGX. For additional features, visit the drawdowns tool.
Volatility
TIBDX vs. FNBGX - Volatility Comparison
The current volatility for TIAA-CREF Core Bond Fund (TIBDX) is 1.47%, while Fidelity Long-Term Treasury Bond Index Fund (FNBGX) has a volatility of 3.70%. This indicates that TIBDX experiences smaller price fluctuations and is considered to be less risky than FNBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.