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FTBFX: Fidelity Total Bond (MUTUAL FUND)
Basic Info 9.59 0.01(0.10%) February 08
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (81%) |
Start Date: | 10/24/2002 |
Last Dividend Date: | 01/31/2023 |
12-Mo. Yield | 2.20% |
Expenses | 0.45% |
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Performance Analytics (As of 02/07/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -1.1 | 3.5 | -5.1 | -0.0 | 2.4 | 2.4 | 4.3 | 4.4 | -10.7 | 0.3 | 9.3 | 9.9 | -0.7 | 3.5 | 5.8 | -0.4 | 5.6 | -1.0 | 6.6 | 7.4 | 15.1 | 19.8 | -5.6 | 4.2 | 5.1 | 2.1 | 5.2 | 4.5 | 3.4 |
SR | NA | 6.67 | -0.93 | -0.1 | 0.32 | 0.48 | NA | 0.86 | -1.66 | 0.1 | 1.65 | 2.8 | -0.75 | 1.09 | 1.85 | -0.13 | 2.23 | -0.31 | 2.78 | 2.06 | 2.21 | 4.56 | -1.03 | 0.33 | 0.62 | -0.04 | 1.08 | 0.88 | 6.31 |
DD(%) | NA | 0.8 | 13.4 | 15.4 | 15.4 | 15.4 | NA | 15.4 | 15.1 | 3.1 | 9.6 | 1.8 | 2.6 | 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 |
SD(%) | NA | 7.3 | 7.6 | 5.7 | 4.8 | 4.0 | NA | 4.2 | 7.3 | 3.3 | 5.5 | 3.0 | 2.7 | 2.7 | 3.0 | 3.5 | 2.5 | 3.4 | 2.4 | 3.6 | 6.8 | 4.3 | 6.3 | 3.6 | 3.0 | 2.8 | 4.0 | 4.3 | 3.0 |
TR | NA | 0.55 | -0.08 | -0.01 | 0.02 | 0.02 | NA | 0.05 | -0.15 | 0.0 | 0.09 | 0.1 | -0.02 | 0.03 | 0.08 | -0.01 | 0.07 | -0.01 | 0.09 | 0.11 | 0.27 | 0.35 | -0.1 | 0.02 | 0.02 | 0.0 | 0.05 | 0.05 | 0.37 |
Alpha(%) | NA | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.03 | 0.04 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 |
Beta(%) | NA | 0.89 | 0.83 | 0.85 | 0.85 | 0.83 | NA | 0.74 | 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 |
RS | NA | 0.97 | 0.96 | 0.9 | 0.89 | 0.87 | NA | 0.74 | 0.96 | 0.88 | 0.84 | 0.85 | 0.78 | 0.83 | 0.69 | 0.88 | 0.82 | 0.92 | 0.86 | 0.9 | 0.17 | 0.8 | 0.69 | 0.89 | 0.9 | 0.88 | 0.91 | 0.83 | 0.79 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/2002
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