Find A Portfolio/Ticker
Comparison Box
FBND: Fidelity Total Bond ETF (ETF)
Basic Info 53.26 0.05(0.09%) June 24
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 10/09/2014 |
| Last Dividend Date: | 04/28/2021 |
| 12-Mo. Yield | 4.01% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/22/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | -1.2 | 2.3 | 6.2 | 4.2 | 3.8 | 9.1 | 9.8 | -0.6 | 3.3 | 6.7 | -1.0 | 0.1 |
| SR | NA | -0.57 | 0.67 | 0.71 | 0.55 | 0.57 | 0.7 | 3.08 | -0.65 | 0.94 | 1.84 | -0.25 | 0.18 |
| DD(%) | NA | 3.4 | 3.4 | 16.1 | 16.1 | 16.1 | 16.1 | 1.7 | 2.6 | 1.6 | 3.7 | 4.8 | 1.2 |
| SD(%) | NA | 3.9 | 3.3 | 7.7 | 6.4 | 5.8 | 12.7 | 2.7 | 2.9 | 2.8 | 3.5 | 4.0 | 2.8 |
| TR | NA | -0.02 | 0.02 | 0.05 | 0.04 | 0.04 | 0.07 | 0.12 | -0.02 | 0.04 | 0.11 | -0.02 | 0.02 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 |
| Beta(%) | NA | 0.93 | 0.88 | 1.06 | 0.99 | 0.85 | 1.29 | 0.71 | 0.79 | 0.74 | 0.61 | 0.59 | 0.33 |
| RS | NA | 0.79 | 0.65 | 0.3 | 0.33 | 0.31 | 0.28 | 0.74 | 0.52 | 0.52 | 0.39 | 0.39 | 0.15 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/09/2014
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- JSIYX (JPMorgan SmartRetirement Income R6) (100%)
- DCPFX (Delaware Pooled Core Plus Fixed Income) (100%)
- SRBFX (Columbia Intermediate Bond Z) (100%)
- WIPIX (Wells Fargo Advantage Income Plus I) (100%)
- UIITX (USAA Intermediate-Term Bond Instl) (99%)
- LSIIX (Loomis Sayles Investment Grade Bond Y) (99%)
- DUGIX (Delaware Core Plus Bond I) (99%)
- USIBX (USAA Intermediate-Term Bond) (99%)
- SAMIX (RidgeWorth Intermediate Bond I) (99%)
- FCBYX (Nuveen Strategic Income I) (98%)
Best ETFs
- BOND (PIMCO Total Return Active ETF) (85%)
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) (84%)
- UITB (VictoryShares USAA Cor Intmdt-Trm Bond ETF) (84%)
- FBND (Fidelity Total Bond ETF) (68%)
- CMBS (iShares CMBS) (62%)
- BIV (Vanguard Intermediate-Term Bond ETF) (57%)
- HTRB (Hartford Total Return Bond ETF) (47%)
- GBF (iShares Government/Credit Bond) (41%)
- BND (Vanguard Total Bond Market ETF) (39%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (38%)
Best Closed End Funds
* Day change on 06/24/2021.Latest Articles Related to FBND
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments