Find A Portfolio/Ticker
Comparison Box
FTHRX: FIDELITY INTERMEDIATE BOND FUND FIDELITY INTERMEDIATE BOND FUND (MUTUAL FUND)
Basic Info 10.3 0.02(0.19%) June 26
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 12/26/1979 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 3.58% |
| Expenses | 0.45% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/26/1979 |
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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 3.8 | 6.3 | 3.9 | 0.8 | 2.1 | 2.6 | 3.1 | 6.2 | 3.2 | 5.6 | -8.7 | -1.4 | 7.2 | 7.2 | 0.5 | 2.3 | 2.8 | 0.7 | 3.3 | -0.6 | 4.9 | 6.2 | 7.4 | 17.2 | -6.2 | 4.2 | 5.4 | 1.4 | 2.9 | 5.0 | 7.9 | 8.9 | 9.8 | 1.0 | 7.4 | 7.6 | 3.4 | 12.9 | -2.8 | 11.1 | 5.5 | 14.6 | 7.6 | 11.9 | 7.2 | 1.2 | 10.9 | 21.0 | 13.6 | 9.5 | 24.3 | 12.6 | 10.7 | 0.1 |
| Sharpe Ratio | NA | 1.08 | 0.69 | 0.1 | -0.34 | 0.19 | NA | NA | 0.78 | -0.1 | 0.38 | -2.0 | -0.65 | 1.94 | 2.07 | -0.43 | 0.81 | 1.06 | 0.24 | 1.56 | -0.26 | 2.3 | 1.81 | 1.99 | 3.9 | -1.23 | 0.33 | 0.66 | -0.34 | 0.54 | 1.08 | 1.87 | 1.55 | 1.8 | -0.71 | 1.12 | 1.22 | -0.07 | 2.74 | -1.64 | 2.35 | 0.76 | 2.99 | 0.54 | 1.55 | 0.58 | -0.67 | 1.45 | 3.03 | 0.61 | 0.49 | 2.76 | 0.28 | 0.39 | 0.67 |
| Draw Down(%) | NA | 1.7 | 2.5 | 6.3 | 12.9 | 12.9 | NA | NA | 12.9 | 2.3 | 3.7 | 11.4 | 2.0 | 6.1 | 1.6 | 2.0 | 1.3 | 2.8 | 1.7 | 1.0 | 3.7 | 1.2 | 1.6 | 3.3 | 3.0 | 11.1 | 1.7 | 1.3 | 2.1 | 3.9 | 4.1 | 2.7 | 2.9 | 2.0 | 2.3 | 2.1 | 1.7 | 3.2 | 1.4 | 5.5 | 1.9 | 2.7 | 1.2 | 2.2 | 2.3 | 2.7 | 6.5 | 4.0 | 3.0 | 6.3 | 3.7 | 2.9 | 4.6 | 4.0 | 0.0 |
| Standard Deviation(%) | NA | 3.6 | 3.5 | 4.4 | 3.9 | 3.4 | NA | NA | 4.2 | 3.6 | 5.1 | 5.1 | 2.3 | 3.6 | 2.8 | 2.0 | 2.1 | 2.4 | 2.8 | 2.1 | 2.5 | 2.1 | 3.4 | 3.7 | 4.4 | 5.8 | 3.3 | 3.0 | 2.5 | 3.6 | 4.0 | 3.6 | 4.2 | 3.1 | 3.3 | 3.5 | 3.2 | 3.9 | 3.2 | 3.6 | 3.8 | 4.0 | 3.5 | 3.9 | 3.9 | 4.0 | 4.5 | 4.5 | 5.1 | 10.7 | 6.4 | 5.9 | 7.0 | 5.5 | 1.0 |
| Treynor Ratio | NA | 0.07 | 0.04 | 0.01 | -0.02 | 0.01 | NA | NA | 0.05 | -0.01 | 0.03 | -0.18 | -0.03 | 0.11 | 0.07 | -0.01 | 0.02 | 0.04 | 0.01 | 0.05 | -0.01 | 0.08 | 0.09 | 0.11 | 0.29 | -0.11 | 0.02 | 0.03 | -0.01 | 0.03 | 0.06 | 0.11 | 0.1 | 0.09 | -0.04 | 0.07 | 0.06 | 0.0 | 0.16 | -0.11 | 0.1 | 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 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.57 | 0.6 | 0.6 | 0.59 | 0.61 | NA | NA | 0.63 | 0.62 | 0.62 | 0.57 | 0.56 | 0.65 | 0.79 | 0.67 | 0.68 | 0.57 | 0.64 | 0.66 | 0.64 | 0.64 | 0.66 | 0.68 | 0.59 | 0.63 | 0.69 | 0.72 | 0.61 | 0.72 | 0.75 | 0.63 | 0.65 | 0.59 | 0.61 | 0.59 | 0.68 | 0.62 | 0.57 | 0.56 | 0.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.85 | 0.86 | 0.89 | 0.89 | 0.88 | NA | NA | 0.4 | 0.91 | 0.89 | 0.91 | 0.87 | 0.88 | 0.89 | 0.8 | 0.84 | 0.76 | 0.9 | 0.88 | 0.9 | 0.84 | 0.91 | 0.92 | 0.86 | 0.73 | 0.89 | 0.76 | 0.88 | 0.92 | 0.95 | 0.87 | 0.9 | 0.83 | 0.88 | 0.83 | 0.88 | 0.91 | 0.84 | 0.72 | 0.07 | 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 |
| Yield(%) | N/A | 1.5 | 3.6 | 3.1 | 2.7 | 2.6 | 2.7 | 3.1 | N/A | 3.5 | 3.0 | 1.8 | 1.6 | 4.4 | 2.6 | 2.4 | 2.2 | 2.2 | 2.5 | 2.4 | 2.1 | 2.5 | 2.9 | 3.4 | 5.2 | 4.4 | 5.2 | 5.5 | 3.6 | 4.2 | 5.6 | 3.7 | 5.8 | 6.5 | 5.9 | 6.1 | 6.4 | 6.3 | 6.6 | 6.0 | 7.2 | 7.3 | 7.6 | 8.1 | 9.1 | 8.7 | 13.9 | 6.0 | 7.6 | 11.4 | 10.4 | 13.4 | 13.7 | 12.5 | 0.0 |
| Dividend Growth(%) | N/A | -57.6 | 8.9 | 3.6 | 21.5 | -23.7 | -47.4 | -53.0 | N/A | 18.3 | 47.7 | 8.2 | -62.0 | 78.1 | 5.0 | 10.1 | 0.0 | -14.1 | 7.8 | 7.5 | -11.8 | -12.9 | -8.8 | -27.3 | 4.5 | -15.6 | -5.8 | 49.9 | -14.5 | -25.9 | 54.5 | -34.6 | -7.5 | 5.1 | -3.2 | -3.1 | -2.0 | 2.0 | 0.5 | -14.7 | -2.0 | 0.1 | -6.3 | -8.1 | 2.2 | -45.8 | 144.2 | -10.9 | -32.8 | 7.0 | -14.5 | -5.1 | 7.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1979
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) 0.31% (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) 0.29% (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) 0.34% (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) 0.34% (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) 0.28% (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) 0.81% (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) 0.20% (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) 0.12% (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) 0.33% (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) 0.27% (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.32% (99%)
- BND (Vanguard Total Bond Market ETF) 0.29% (99%)
- GBF (iShares Government/Credit Bond ETF) 0.24% (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) 0.23% (99%)
- MBB (iShares MBS ETF) 0.38% (98%)
- VCIT (Vanguard Intermediate-Term Corporate Bond ETF) 0.32% (36%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.50% (36%)
- SCHZ (Schwab US Aggregate Bond ETF) 0.26% (31%)
- CMBS (iShares CMBS ETF) 0.16% (31%)
Best Closed End Funds
* Day change on 06/26/2025.Latest Articles Related to FTHRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
