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FSHBX: FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND (MUTUAL FUND)
Basic Info 8.49 0.02(0.24%) May 02
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 09/29/1986 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 1.75% |
| Expenses | 0.50% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/29/1986 |
2024 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.6 | 3.6 | 2.8 | 1.2 | 1.5 | 1.6 | 1.8 | 3.7 | 3.3 | 5.0 | -3.6 | -1.0 | 3.0 | 4.2 | 1.2 | 1.1 | 1.5 | 0.7 | 0.9 | 0.6 | 2.4 | 1.8 | 3.6 | 7.3 | -3.9 | 1.6 | 4.6 | 2.2 | 1.2 | 3.6 | 5.5 | 7.6 | 7.9 | 3.3 | 6.2 | 6.2 | 4.8 | 9.8 | -4.1 | 9.1 | 7.4 | 14.0 | 5.8 | 10.5 | 5.7 | 4.0 | 1.7 |
| Sharpe Ratio | NA | -0.64 | -1.43 | -0.68 | -0.74 | -0.11 | NA | NA | 0.7 | -1.64 | 0.3 | -2.15 | -0.97 | 1.26 | 1.85 | -0.11 | 0.43 | 1.17 | 0.51 | 0.87 | 0.59 | 2.71 | 1.2 | 2.29 | 3.51 | -1.56 | -0.6 | 0.72 | 0.0 | 0.15 | 1.31 | 1.91 | 1.94 | 1.63 | 0.03 | 1.18 | 1.18 | 0.49 | 2.39 | -2.09 | 3.13 | 1.85 | 3.46 | 0.16 | 1.63 | 0.35 | -0.02 | 1.35 |
| Draw Down(%) | NA | 0.7 | 0.9 | 2.6 | 6.6 | 6.6 | NA | NA | 6.6 | 0.9 | 1.3 | 5.3 | 1.3 | 4.0 | 0.6 | 0.6 | 0.5 | 0.7 | 0.5 | 0.5 | 0.9 | 0.2 | 0.7 | 1.1 | 0.8 | 5.7 | 1.5 | 0.6 | 0.9 | 2.1 | 1.6 | 1.2 | 1.6 | 0.7 | 0.8 | 0.9 | 0.7 | 1.4 | 0.8 | 5.6 | 0.5 | 1.5 | 1.2 | 1.1 | 1.3 | 1.2 | 2.3 | 0.4 |
| Standard Deviation(%) | NA | 1.8 | 1.9 | 2.3 | 2.0 | 1.7 | NA | NA | 2.2 | 2.0 | 2.6 | 2.3 | 1.1 | 2.2 | 1.5 | 1.1 | 1.0 | 1.1 | 1.3 | 1.0 | 0.9 | 0.9 | 1.4 | 1.5 | 2.1 | 3.1 | 2.2 | 1.8 | 1.6 | 1.9 | 2.2 | 2.3 | 2.8 | 2.3 | 2.4 | 2.4 | 2.3 | 2.6 | 2.5 | 3.4 | 2.2 | 2.7 | 3.0 | 3.1 | 3.0 | 3.0 | 3.1 | 2.3 |
| Treynor Ratio | NA | -0.02 | -0.04 | -0.03 | -0.02 | 0.0 | NA | NA | 0.02 | -0.05 | 0.01 | -0.09 | -0.02 | 0.04 | 0.04 | 0.0 | 0.01 | 0.03 | 0.01 | 0.02 | 0.01 | 0.06 | 0.03 | 0.06 | 0.12 | -0.1 | -0.02 | 0.02 | 0.0 | 0.0 | 0.03 | 0.06 | 0.07 | 0.05 | 0.0 | 0.04 | 0.03 | 0.02 | 0.07 | -0.09 | 0.1 | 0.08 | 0.11 | 0.01 | 0.06 | 0.01 | 0.0 | 0.06 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 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 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.56 | 0.63 | 0.63 | 0.61 | 0.61 | NA | NA | 0.71 | 0.64 | 0.67 | 0.58 | 0.49 | 0.66 | 0.68 | 0.52 | 0.51 | 0.45 | 0.55 | 0.44 | 0.38 | 0.4 | 0.69 | 0.63 | 0.58 | 0.48 | 0.74 | 0.85 | 0.85 | 0.77 | 0.86 | 0.7 | 0.79 | 0.81 | 0.84 | 0.76 | 0.85 | 0.79 | 0.82 | 0.77 | 0.73 | 0.64 | 0.91 | 0.87 | 0.81 | 0.93 | 0.72 | 0.54 |
| RSquared | NA | 0.68 | 0.72 | 0.8 | 0.75 | 0.71 | NA | NA | 0.66 | 0.72 | 0.84 | 0.83 | 0.4 | 0.75 | 0.61 | 0.45 | 0.39 | 0.46 | 0.53 | 0.32 | 0.31 | 0.32 | 0.56 | 0.65 | 0.64 | 0.39 | 0.65 | 0.7 | 0.66 | 0.67 | 0.75 | 0.68 | 0.83 | 0.82 | 0.81 | 0.79 | 0.84 | 0.83 | 0.83 | 0.42 | 0.54 | 0.53 | 0.72 | 0.76 | 0.82 | 0.84 | 0.59 | 0.42 |
| Yield(%) | N/A | 0.0 | 1.7 | 2.1 | 1.7 | 1.6 | 1.5 | 2.0 | N/A | 2.7 | 2.7 | 1.0 | 0.9 | 2.1 | 2.2 | 1.8 | 1.2 | 1.0 | 1.0 | 0.9 | 0.8 | 1.1 | 1.4 | 1.8 | 2.9 | 3.6 | 4.7 | 4.4 | 3.5 | 1.9 | 3.0 | 3.3 | 5.4 | 6.2 | 5.6 | 5.9 | 6.3 | 6.4 | 6.3 | 6.0 | 7.1 | 7.9 | 9.0 | 8.7 | 8.7 | 8.6 | 8.4 | 2.1 |
| Dividend Growth(%) | N/A | -100.0 | -39.6 | 26.6 | 16.7 | -34.1 | -68.1 | N/A | N/A | -0.9 | 154.0 | 9.8 | -55.2 | -2.5 | 22.9 | 47.7 | 18.8 | -1.1 | 10.1 | 12.9 | -23.9 | -22.7 | -20.7 | -33.9 | -27.5 | -24.4 | 7.0 | 24.0 | 82.5 | -36.0 | -7.0 | -38.3 | -11.4 | 7.4 | -4.5 | -6.2 | -3.7 | 4.4 | -4.9 | -13.9 | -11.2 | -8.5 | 1.0 | 0.9 | -2.1 | -2.0 | 297.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/29/1986
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