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FCONX: Fidelity Conservative Income Bond (MUTUAL FUND)
Basic Info
Asset Class: | ULTRASHORT BOND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/27/2011 |
Last Dividend Date: | 03/31/2023 |
12-Mo. Yield | 2.25% |
Expenses | 0.35% |
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Performance Analytics (As of 05/19/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.3 | 1.6 | 1.8 | 1.3 | 1.2 | 2.0 | 2.0 | -0.1 | 1.0 | 2.9 | 1.7 | 1.2 | 0.9 | 0.4 | 0.2 | 0.6 | 1.4 | -0.2 |
Sharpe Ratio | NA | 0.78 | 0.51 | 0.69 | 0.76 | 0.86 | 0.26 | 0.65 | -0.3 | 0.79 | 1.85 | 0.6 | 1.47 | 1.59 | 0.93 | 0.53 | 2.32 | 3.71 | -0.53 |
Draw Down(%) | NA | 0.3 | 0.5 | 2.2 | 2.2 | 2.2 | 0.3 | 0.4 | 0.2 | 2.2 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.3 |
Standard Deviation(%) | NA | 1.5 | 0.9 | 0.9 | 0.7 | 0.7 | 1.8 | 1.0 | 0.3 | 1.0 | 0.8 | 0.7 | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.4 | 0.5 |
Treynor Ratio | NA | 0.07 | 0.03 | 0.04 | 0.04 | 0.04 | 0.03 | 0.04 | -0.02 | 0.14 | 0.07 | 0.02 | 0.06 | 0.09 | 0.08 | 0.03 | 0.19 | 0.19 | -0.18 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
Beta | NA | 0.17 | 0.15 | 0.16 | 0.14 | 0.13 | 0.16 | 0.16 | 0.04 | 0.06 | 0.22 | 0.22 | 0.09 | 0.07 | 0.04 | 0.07 | 0.03 | 0.07 | 0.02 |
RSquared | NA | 0.21 | 0.18 | 0.14 | 0.12 | 0.11 | 0.17 | 0.23 | 0.02 | 0.01 | 0.24 | 0.18 | 0.06 | 0.05 | 0.03 | 0.04 | 0.02 | 0.03 | 0.0 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 1.0 | 0.1 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 900.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2011
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