TIBFX vs. FTBFX
Compare and contrast key facts about TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) and Fidelity Total Bond Fund (FTBFX).
TIBFX is managed by TIAA Investments. It was launched on Mar 31, 2006. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIBFX or FTBFX.
Correlation
The correlation between TIBFX and FTBFX is 0.91, 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
TIBFX vs. FTBFX - Performance Comparison
Key characteristics
TIBFX:
1.45
FTBFX:
1.29
TIBFX:
2.20
FTBFX:
1.93
TIBFX:
1.26
FTBFX:
1.23
TIBFX:
0.61
FTBFX:
0.62
TIBFX:
4.34
FTBFX:
3.80
TIBFX:
1.67%
FTBFX:
1.77%
TIBFX:
4.98%
FTBFX:
5.22%
TIBFX:
-19.55%
FTBFX:
-18.19%
TIBFX:
-5.48%
FTBFX:
-4.49%
Returns By Period
In the year-to-date period, TIBFX achieves a 1.26% return, which is significantly lower than FTBFX's 1.39% return. Over the past 10 years, TIBFX has underperformed FTBFX with an annualized return of 1.65%, while FTBFX has yielded a comparatively higher 1.86% annualized return.
TIBFX
1.26%
-1.03%
0.13%
7.00%
0.43%
1.65%
FTBFX
1.39%
-1.00%
0.09%
6.85%
0.24%
1.86%
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TIBFX vs. FTBFX - Expense Ratio Comparison
TIBFX has a 0.30% expense ratio, which is lower than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
TIBFX vs. FTBFX — Risk-Adjusted Performance Rank
TIBFX
FTBFX
TIBFX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) and Fidelity Total Bond Fund (FTBFX). 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
TIBFX vs. FTBFX - Dividend Comparison
TIBFX's dividend yield for the trailing twelve months is around 4.68%, more than FTBFX's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIBFX TIAA-CREF Core Plus Bond Fund Institutional Class | 4.68% | 4.64% | 4.19% | 3.49% | 2.38% | 2.75% | 3.05% | 3.38% | 3.10% | 3.18% | 3.02% | 2.73% |
FTBFX Fidelity Total Bond Fund | 4.51% | 4.51% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% |
Drawdowns
TIBFX vs. FTBFX - Drawdown Comparison
The maximum TIBFX drawdown since its inception was -19.55%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for TIBFX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
TIBFX vs. FTBFX - Volatility Comparison
TIAA-CREF Core Plus Bond Fund Institutional Class (TIBFX) and Fidelity Total Bond Fund (FTBFX) have volatilities of 1.92% and 2.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.