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FTBFX: FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND (MUTUAL FUND)
Basic Info 9.3 0.01(0.11%) January 14
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (81%) |
| Start Date: | 10/23/2002 |
| Last Dividend Date: | 10/31/2024 |
| 12-Mo. Yield | 3.60% |
| Expenses | 0.50% |
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Performance Analytics (As of 01/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/23/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | -1.1 | 0.9 | -1.7 | 0.4 | 1.9 | 3.5 | 3.9 | 4.1 | 1.4 | 7.3 | -13.2 | -0.1 | 9.3 | 9.9 | -0.7 | 3.5 | 5.9 | -0.4 | 5.6 | -1.0 | 6.6 | 7.4 | 15.6 | 19.8 | -5.6 | 4.2 | 5.1 | 2.1 | 5.2 | 4.5 | 3.4 |
| Sharpe Ratio | NA | -7.33 | -0.95 | -0.89 | -0.36 | 0.07 | NA | NA | 0.65 | -0.97 | 0.44 | -2.05 | -0.03 | 1.65 | 2.81 | -0.74 | 1.09 | 1.86 | -0.12 | 2.23 | -0.31 | 2.78 | 2.07 | 2.17 | 4.56 | -1.03 | 0.33 | 0.62 | -0.04 | 1.08 | 0.88 | 6.31 |
| Draw Down(%) | NA | 1.1 | 4.9 | 15.9 | 17.6 | 17.6 | NA | NA | 17.6 | 4.2 | 6.5 | 16.8 | 3.1 | 9.6 | 1.8 | 2.5 | 1.5 | 3.3 | 3.3 | 1.2 | 5.2 | 1.2 | 1.4 | 2.9 | 2.9 | 11.7 | 2.3 | 1.6 | 2.5 | 4.4 | 5.5 | 0.6 |
| Standard Deviation(%) | NA | 4.4 | 5.3 | 6.5 | 5.8 | 4.6 | NA | NA | 4.4 | 5.3 | 6.8 | 7.1 | 3.2 | 5.5 | 3.0 | 2.7 | 2.7 | 3.0 | 3.5 | 2.5 | 3.4 | 2.4 | 3.6 | 7.2 | 4.3 | 6.3 | 3.6 | 3.0 | 2.8 | 4.0 | 4.3 | 3.0 |
| Treynor Ratio | NA | -0.36 | -0.05 | -0.07 | -0.02 | 0.0 | NA | NA | 0.04 | -0.05 | 0.03 | -0.18 | 0.0 | 0.09 | 0.1 | -0.02 | 0.03 | 0.08 | -0.01 | 0.07 | -0.01 | 0.09 | 0.11 | 0.28 | 0.35 | -0.1 | 0.02 | 0.02 | 0.0 | 0.05 | 0.05 | 0.37 |
| Alpha | NA | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.04 | 0.04 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 |
| Beta | NA | 0.9 | 0.95 | 0.86 | 0.87 | 0.86 | NA | NA | 0.76 | 0.95 | 0.87 | 0.82 | 0.79 | 0.97 | 0.84 | 0.88 | 0.87 | 0.69 | 0.78 | 0.75 | 0.86 | 0.71 | 0.69 | 0.55 | 0.56 | 0.67 | 0.74 | 0.79 | 0.7 | 0.8 | 0.76 | 0.51 |
| RSquared | NA | 0.9 | 0.94 | 0.95 | 0.92 | 0.9 | NA | NA | 0.76 | 0.94 | 0.95 | 0.96 | 0.87 | 0.84 | 0.86 | 0.78 | 0.83 | 0.69 | 0.88 | 0.82 | 0.92 | 0.86 | 0.9 | 0.15 | 0.8 | 0.69 | 0.89 | 0.9 | 0.88 | 0.91 | 0.83 | 0.79 |
| Yield(%) | N/A | 0.0 | 3.6 | 3.1 | 3.4 | 3.2 | 4.3 | 4.4 | N/A | 3.6 | 4.2 | 2.5 | 2.2 | 5.4 | 3.2 | 3.1 | 2.3 | 3.3 | 3.6 | 3.2 | 3.7 | 6.2 | 5.4 | 12.2 | 5.6 | 5.5 | 5.2 | 4.7 | 4.0 | 4.1 | 2.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -14.0 | -12.8 | 14.7 | -40.3 | N/A | N/A | N/A | -14.0 | 42.6 | 12.5 | -58.0 | 79.2 | 1.2 | 32.2 | -27.0 | -11.3 | 13.7 | -18.1 | -39.2 | 16.4 | -55.0 | 149.3 | -10.3 | 5.7 | 10.8 | 14.8 | -1.2 | 91.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/23/2002
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