Find A Portfolio/Ticker
Comparison Box
FUAMX: Fidelity Interm Term Tres Bond Index (MUTUAL FUND)
Basic Info 9.72 0.01(0.10%) February 07
Asset Class: | Intermediate Government |
MyPlanIQ Rating: | (1%) |
Start Date: | 07/10/2018 |
Last Dividend Date: | 01/31/2023 |
12-Mo. Yield | 2.50% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 02/07/2023)
Not up-to-date? TryLast 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | -1.2 | 1.8 | -7.5 | -2.5 | 0.9 | 0.9 | -11.8 | -3.9 | 8.6 | 7.2 | 1.1 | -0.7 |
SR | NA | 3.17 | -1.05 | -0.47 | 0.04 | -0.08 | -1.57 | -0.91 | 1.49 | 1.27 | -0.07 | -1.3 |
DD(%) | NA | 1.3 | 13.7 | 18.9 | 18.9 | 18.9 | 14.9 | 4.8 | 3.3 | 2.8 | 3.6 | 1.4 |
SD(%) | NA | 9.1 | 8.7 | 6.5 | 5.7 | 5.6 | 8.4 | 4.3 | 5.6 | 4.6 | 3.6 | 3.2 |
TR | NA | 0.24 | -0.08 | -0.02 | 0.0 | 0.0 | -0.11 | -0.03 | 0.11 | 0.05 | 0.0 | -0.04 |
Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 |
Beta(%) | NA | 1.18 | 1.2 | 1.25 | 1.23 | 1.23 | 1.2 | 1.31 | 0.77 | 1.17 | 1.19 | 1.2 |
RS | NA | 0.97 | 0.97 | 0.95 | 0.95 | 0.95 | 0.97 | 0.9 | 0.55 | 0.95 | 0.91 | 0.88 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2018
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 Government Asset Class Trend Rankings |
Top Rated Funds in Intermediate Government
Best Mutual Funds
- VFIIX (Vanguard GNMA Inv) 0.0% (98%)
- VFITX (Vanguard Interm-Term Treasury Inv) 0.10% (97%)
- FSTGX (Fidelity Intermediate Government Inc) 0.0% (97%)
- BBGPX (BlackRock GNMA BlackRock) 0.12% (96%)
- FTRGX (Federated Total Return Govt Bd Instl) 0.10% (95%)
- CPTNX (American Century Government Bond Inv) 0.20% (94%)
- MGSIX (MFS Government Securities I) 0.11% (93%)
- AGOIX (Invesco US Government Institutional) 0.14% (93%)
- PDMIX (PIMCO GNMA Instl) 0.21% (92%)
- PRTIX (T. Rowe Price US Treasury Interm) 0.19% (92%)
Best ETFs
- AGZ (iShares Agency Bond) 0.04% (99%)
- IEI (iShares 3-7 Year Treasury Bond) 0.03% (98%)
- VGIT (Vanguard Intermediate-Term Govt Bd ETF) 0.10% (18%)
- SCHR (Schwab Intermediate-Term US Trs ETF) 0.06% (17%)
- GOVT (iShares Core US Treasury Bond) 0.22% (15%)
- GNMA (iShares Core GNMA Bond) 0.07% (14%)