Fidelity Total Return Bond
0.19%March 27 | MyPlanIQ portfolio symbol P_48596

This portfolio is for fixed income investments in Fidelity. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:

For its smart usage in other asset allocation portfolios, see the following:

Candidate funds used in this portfolio:

Asset Class Ticker Description Rating
FIXED INCOME


Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D
Multisector Bond PONDX PIMCO Income D
Intermediate-Term Bond PDBAX Prudential Total Return Bond A
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTDX PIMCO Total Return D
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Multisector Bond LSBRX Loomis Sayles Bond Retail



Return Calculator

Calculate Performance

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

Click here for interactive chart

Click here for comparison with other funds, portfolios or stocks

Rolling Returns

From 12/31/2000 to 03/27/2024, the worst annualized return of 3-year rolling returns is 1.28%.

From 12/31/2000 to 03/27/2024, the worst annualized return of 5-year rolling returns is 3.5%.

From 12/31/2000 to 03/27/2024, the worst annualized return of 10-year rolling returns is 4.48%.

Maximum Drawdown

Create a new model portfolio with personal personal risk profile for a brokerage account