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FBIDX: FIDELITY U.S. BOND INDEX FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/08/1990 |
| Last Dividend Date: | 10/31/2018 |
| 12-Mo. Yield | 2.17% |
| Expenses | 0.13% |
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Performance Analytics (As of 11/12/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/08/1990 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.4 | -1.6 | -0.9 | 0.4 | 1.6 | -2.4 | -1.2 | -1.3 | 2.9 | -2.5 | -0.2 | 4.4 | 1.1 | 5.4 | -1.8 | -0.7 | 0.7 | -2.5 | -1.9 | 0.3 | 3.8 | 2.7 | 4.6 | -5.6 | 0.0 | 3.6 | -2.2 | 6.1 | 3.7 | -4.7 | 4.6 | 6.3 | 15.6 | 10.1 |
| Sharpe Ratio | NA | -1.09 | -0.55 | -0.22 | 0.02 | -0.04 | -0.77 | -0.19 | -0.18 | 0.18 | -0.23 | -0.13 | 0.2 | 0.29 | 0.25 | -0.44 | -0.5 | -1.26 | -0.27 | -0.34 | -0.09 | 0.14 | 0.04 | NA | -0.21 | -0.43 | 0.0 | -0.22 | 0.05 | 4.07 | -0.8 | 7.84 | 0.91 | 2.98 | 1.5 |
| Draw Down(%) | NA | 2.7 | 5.1 | 5.8 | 5.8 | 7.3 | 2.7 | 1.8 | 1.6 | 1.5 | 2.6 | 0.4 | 0.5 | 0.3 | 0.4 | 1.8 | 1.4 | 0.2 | 2.7 | 1.9 | 0.4 | 0.2 | 0.2 | 0.0 | 5.6 | 0.5 | 0.1 | 2.7 | 0.0 | 0.7 | 7.3 | 0.6 | 2.9 | 1.3 | 3.1 |
| Standard Deviation(%) | NA | 3.1 | 3.9 | 5.8 | 7.9 | 7.3 | 3.1 | 7.6 | 7.4 | 16.0 | 10.8 | 1.8 | 21.9 | 3.4 | 21.0 | 5.5 | 7.2 | 2.2 | 18.3 | 8.9 | 4.1 | 19.7 | 14.9 | 0.0 | 43.7 | 7.9 | 25.8 | 26.8 | 40.0 | 4.9 | 6.5 | 3.7 | 4.2 | 3.9 | 4.7 |
| Treynor Ratio | NA | -0.08 | 0.37 | -0.04 | 0.01 | -0.01 | -0.05 | 0.03 | 0.02 | 0.05 | 0.01 | 0.26 | 0.09 | -2.92 | 0.24 | -0.18 | -0.34 | -0.65 | 0.03 | 0.06 | 0.09 | 0.08 | 0.02 | 0.0 | 0.03 | -0.35 | 0.0 | 0.07 | 0.06 | 0.23 | -0.06 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.02 | -0.03 | -0.02 | 0.0 | -0.02 | 0.04 | -0.02 | -0.03 | -0.09 | -0.01 | -0.01 | 0.09 | 0.03 | -0.07 | -0.16 | 0.05 | -0.04 | -0.11 | 0.07 | 0.04 | 0.05 | NA | -1.04 | -0.12 | 0.17 | 0.38 | 0.29 | -0.01 | -0.01 | NA | NA | NA | NA |
| Beta | NA | 0.45 | -0.06 | 0.36 | 0.23 | 0.26 | 0.45 | -0.53 | -0.77 | 0.59 | -1.7 | -0.01 | 0.49 | 0.0 | 0.22 | 0.14 | 0.11 | 0.04 | -1.56 | -0.46 | -0.04 | 0.36 | 0.25 | NA | -2.9 | 0.1 | 0.31 | -0.86 | 0.34 | 0.86 | 0.93 | NA | NA | NA | NA |
| RSquared | NA | 0.25 | 0.0 | 0.23 | 0.49 | 0.33 | 0.25 | 0.63 | 0.28 | 0.99 | 0.35 | 0.02 | 1.0 | 0.0 | 0.99 | 0.43 | 0.29 | 0.36 | 0.73 | 0.93 | 0.14 | 1.0 | 0.99 | 0.0 | 0.33 | 0.29 | 0.98 | 0.89 | 1.0 | 0.93 | 0.65 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.2 | 0.7 | 0.4 | 0.3 | N/A | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 0.5 | 0.6 | 0.6 | 1.3 | 5.8 | 1.1 | 7.5 | 8.4 | 7.0 |
| Dividend Growth(%) | N/A | N/A | N/A | 700.0 | 224.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -8.9 | -3.4 | -1.7 | -53.2 | -80.0 | 408.1 | -84.9 | -4.6 | 22.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/1990
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