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FXNAX: FIDELITY U.S. BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 10.28 0(0.0%) May 19
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 05/25/2011 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 1.44% |
| Expenses | 0.03% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/25/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.6 | 2.3 | 0.8 | -1.7 | 1.1 | 1.7 | 0.2 | 5.6 | -13.2 | -2.0 | 6.8 | 8.5 | 0.0 | 3.3 | 2.3 | 0.6 | 6.0 | -2.2 | 4.3 | 4.4 |
| Sharpe Ratio | NA | -0.26 | -0.75 | -0.53 | -0.73 | -0.14 | 0.09 | -1.16 | 0.18 | -1.88 | -0.55 | 1.31 | 1.99 | -0.44 | 0.87 | 0.64 | 0.15 | 2.07 | -0.63 | 1.59 | 1.63 |
| Draw Down(%) | NA | 2.6 | 5.2 | 10.0 | 19.8 | 19.8 | 19.8 | 4.2 | 7.5 | 17.0 | 3.9 | 6.4 | 2.1 | 3.1 | 1.5 | 4.7 | 3.0 | 1.3 | 5.0 | 1.4 | 1.6 |
| Standard Deviation(%) | NA | 5.3 | 5.3 | 6.8 | 5.9 | 5.0 | 4.6 | 5.5 | 7.5 | 7.8 | 3.7 | 4.9 | 3.6 | 3.0 | 3.0 | 3.3 | 4.0 | 2.9 | 3.6 | 2.7 | 4.5 |
| Treynor Ratio | NA | -0.02 | -0.04 | -0.04 | -0.05 | -0.01 | 0.0 | -0.07 | 0.01 | -0.16 | -0.03 | 0.1 | 0.07 | -0.01 | 0.03 | 0.03 | 0.01 | 0.07 | -0.02 | 0.05 | 0.1 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 |
| Beta | NA | 0.89 | 0.93 | 0.93 | 0.88 | 0.88 | 0.87 | 0.96 | 0.95 | 0.89 | 0.82 | 0.62 | 1.0 | 1.01 | 1.01 | 0.79 | 0.91 | 0.89 | 0.91 | 0.78 | 0.77 |
| RSquared | NA | 0.91 | 0.9 | 0.93 | 0.88 | 0.86 | 0.86 | 0.91 | 0.95 | 0.94 | 0.79 | 0.51 | 0.86 | 0.82 | 0.85 | 0.77 | 0.94 | 0.85 | 0.92 | 0.82 | 0.88 |
| Yield(%) | N/A | 0.0 | 1.4 | 2.2 | 1.8 | 2.3 | N/A | 2.2 | 3.0 | 1.9 | 1.7 | 2.2 | 2.8 | 2.7 | 2.4 | 2.3 | 2.7 | 2.7 | 2.3 | 3.3 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | -49.9 | -5.7 | -23.3 | N/A | N/A | -24.7 | 34.7 | 4.2 | -16.9 | -18.0 | 3.7 | 12.2 | 1.7 | -14.9 | 3.9 | 11.8 | -29.5 | 82.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/25/2011
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