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FLXCX: Fidelity Flex Core Bond Fund (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 03/08/2017 |
Last Dividend Date: | 05/31/2022 |
12-Mo. Yield | 2.41% |
Expenses | 0.00% |
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Performance Analytics (As of 07/27/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/08/2017 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -9.5 | 0.1 | 1.4 | 1.6 | -9.4 | -1.8 | 7.1 | 10.6 | -0.7 | 2.0 |
Sharpe Ratio | NA | -2.15 | -0.06 | 0.15 | 0.22 | -3.14 | -0.54 | 1.07 | 3.02 | -0.76 | 0.68 |
Draw Down(%) | NA | 10.7 | 11.4 | 11.4 | 11.4 | 10.0 | 3.2 | 9.9 | 1.8 | 2.6 | 1.8 |
Standard Deviation(%) | NA | 4.6 | 5.0 | 4.2 | 4.1 | 5.3 | 3.3 | 6.4 | 3.0 | 2.7 | 2.5 |
Treynor Ratio | NA | -0.17 | 0.0 | 0.01 | 0.01 | -0.32 | 14.39 | 3.91 | -1.24 | 0.66 | -0.18 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | -0.03 | -0.01 | 0.03 | 0.04 | -0.01 | 0.01 |
Beta | NA | 0.56 | 0.75 | 0.77 | 0.77 | 0.52 | 0.0 | 0.02 | -0.07 | -0.03 | -0.1 |
RSquared | NA | 0.65 | 0.65 | 0.67 | 0.67 | 0.62 | 0.0 | 0.01 | 0.09 | 0.04 | 0.07 |
Yield(%) | N/A | 2.4 | 2.6 | 2.7 | N/A | 0.8 | 2.8 | 2.1 | 3.6 | 3.0 | 1.0 |
Dividend Growth(%) | N/A | 15.7 | N/A | N/A | N/A | -73.9 | 39.3 | -37.1 | 16.2 | 219.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2017
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