FBNDX: FIDELITY INVESTMENT GRADE BOND FUND FIDELITY INVESTMENT GRADE BOND FUND (MUTUAL FUND)
Basic Info 6.96 0.02(0.29%) April 18
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (76%) |
Start Date: | 01/30/1980 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.71% |
Expenses | 0.76% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/15/1986 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | -3.1 | 0.2 | -3.3 | 0.7 | 1.6 | 3.5 | 3.1 | 5.2 | 6.5 | -13.7 | -0.9 | 9.9 | 9.8 | -0.4 | 3.8 | 5.4 | -1.6 | 5.8 | -1.9 | 6.4 | 7.9 | 8.4 | 16.0 | -6.8 | 2.6 | 4.8 | 2.9 | 4.6 | 4.7 | 9.4 | 8.7 | 10.9 | -1.0 | 8.0 | 8.9 | 3.0 | 15.5 | -5.4 | 16.2 | 8.3 | 18.9 | 6.0 | 13.1 | 7.9 | 0.1 | 13.6 | 21.1 | 11.8 | 6.6 | 30.1 | 3.9 | 5.8 |
Sharpe Ratio | NA | -1.91 | -0.53 | -0.78 | -0.13 | 0.14 | NA | NA | 0.67 | 0.31 | -2.03 | -0.25 | 1.72 | 2.5 | -0.6 | 1.09 | 1.59 | -0.44 | 2.23 | -0.55 | 2.29 | 1.86 | 2.24 | 3.3 | -1.16 | -0.1 | 0.49 | 0.23 | 0.88 | 0.91 | 2.13 | 1.33 | 1.66 | -0.94 | 1.09 | 1.34 | -0.09 | 2.73 | -1.71 | 3.24 | 1.32 | 3.41 | 0.17 | 1.61 | 0.66 | -0.62 | 1.74 | 2.73 | 0.71 | 0.06 | 2.32 | -0.56 | -0.16 |
Draw Down(%) | NA | 3.2 | 7.0 | 18.2 | 18.2 | 18.2 | NA | NA | 18.2 | 7.0 | 17.2 | 3.7 | 8.6 | 2.1 | 3.0 | 1.5 | 3.8 | 4.1 | 1.4 | 5.2 | 1.3 | 1.9 | 3.1 | 2.4 | 12.2 | 2.3 | 1.8 | 2.5 | 4.5 | 4.8 | 2.4 | 3.2 | 3.1 | 4.0 | 2.7 | 2.4 | 4.2 | 2.1 | 8.0 | 2.4 | 2.7 | 1.3 | 2.8 | 2.8 | 3.6 | 8.7 | 4.5 | 2.5 | 8.0 | 9.2 | 4.3 | 9.0 | 14.1 |
Standard Deviation(%) | NA | 6.2 | 6.9 | 6.6 | 5.9 | 4.7 | NA | NA | 5.3 | 7.4 | 7.5 | 3.6 | 5.6 | 3.4 | 2.8 | 2.9 | 3.2 | 3.6 | 2.6 | 3.4 | 2.8 | 4.2 | 3.7 | 4.8 | 6.6 | 3.9 | 3.2 | 3.1 | 4.2 | 4.4 | 3.9 | 4.8 | 4.1 | 4.5 | 4.3 | 4.0 | 5.0 | 4.3 | 4.9 | 4.3 | 4.5 | 4.4 | 4.3 | 4.6 | 4.9 | 6.3 | 5.4 | 5.8 | 7.1 | 8.4 | 9.7 | 11.0 | 10.5 |
Treynor Ratio | NA | -0.12 | -0.04 | -0.06 | -0.01 | 0.01 | NA | NA | 0.05 | 0.02 | -0.18 | -0.01 | 0.1 | 0.09 | -0.02 | 0.03 | 0.07 | -0.02 | 0.07 | -0.02 | 0.08 | 0.1 | 0.12 | 0.25 | -0.11 | 0.0 | 0.02 | 0.01 | 0.04 | 0.05 | 0.12 | 0.09 | 0.09 | -0.05 | 0.06 | 0.06 | -0.01 | 0.16 | -0.1 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.06 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 0.94 | 0.9 | 0.9 | 0.89 | NA | NA | 0.79 | 0.94 | 0.85 | 0.87 | 0.95 | 0.95 | 0.93 | 0.93 | 0.75 | 0.79 | 0.78 | 0.86 | 0.81 | 0.81 | 0.68 | 0.64 | 0.68 | 0.78 | 0.83 | 0.76 | 0.84 | 0.8 | 0.67 | 0.75 | 0.79 | 0.83 | 0.72 | 0.86 | 0.78 | 0.74 | 0.8 | 1.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.93 | 0.95 | 0.94 | 0.9 | 0.87 | NA | NA | 0.4 | 0.95 | 0.94 | 0.83 | 0.78 | 0.86 | 0.77 | 0.81 | 0.72 | 0.85 | 0.8 | 0.89 | 0.81 | 0.87 | 0.89 | 0.83 | 0.63 | 0.85 | 0.87 | 0.86 | 0.9 | 0.89 | 0.85 | 0.9 | 0.86 | 0.9 | 0.84 | 0.88 | 0.92 | 0.83 | 0.81 | 0.07 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.8 | 3.3 | 2.2 | 3.0 | 2.9 | 3.6 | 3.5 | N/A | 3.4 | 1.9 | 1.4 | 5.0 | 3.3 | 3.0 | 1.9 | 3.0 | 3.0 | 3.1 | 2.3 | 2.8 | 3.2 | 3.4 | 4.7 | 5.4 | 5.0 | 4.6 | 4.6 | 4.8 | 4.9 | 6.0 | 6.1 | 7.0 | 6.2 | 6.8 | 6.8 | 6.5 | 7.5 | 7.6 | 7.5 | 7.7 | 8.8 | 8.6 | 9.2 | 9.0 | 8.4 | 10.1 | 11.1 | 11.7 | 10.3 | 14.0 | 12.8 | 11.3 |
Dividend Growth(%) | N/A | -75.0 | 26.3 | -37.5 | 7.3 | -23.7 | -47.6 | N/A | N/A | 50.0 | 33.3 | -70.7 | 64.0 | 4.2 | 60.0 | -34.8 | -4.2 | 0.0 | 33.3 | -18.2 | -8.3 | 0.0 | -20.0 | -23.1 | 5.4 | 8.8 | -2.9 | -2.8 | -2.7 | -15.9 | 0.0 | -8.3 | 4.3 | -8.0 | 4.2 | 0.0 | -5.9 | -15.0 | 9.1 | -1.8 | -5.1 | 0.0 | -3.3 | 0.0 | -1.6 | -13.9 | -1.4 | -6.4 | 8.3 | -14.3 | -2.3 | 6.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/1986
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