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FXSTX: FIDELITY U.S. BOND INDEX FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/25/2011 |
Last Dividend Date: | 11/02/2018 |
12-Mo. Yield | 2.75% |
Expenses | 0.03% |
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Performance Analytics (As of 11/12/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/25/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.0 | 1.0 | 1.8 | 2.1 | -2.7 | 3.3 | 2.3 | 0.6 | 6.1 | -2.2 | 4.2 | 4.4 |
Sharpe Ratio | NA | -1.12 | 0.11 | 0.44 | 0.54 | -1.5 | 0.86 | 0.64 | 0.13 | 2.08 | -0.63 | 1.58 | 1.62 |
Draw Down(%) | NA | 3.2 | 4.7 | 4.7 | 5.0 | 3.1 | 1.5 | 4.7 | 3.0 | 1.3 | 5.0 | 1.4 | 1.6 |
Standard Deviation(%) | NA | 2.9 | 3.1 | 3.3 | 3.4 | 2.9 | 3.1 | 3.3 | 4.0 | 2.9 | 3.5 | 2.7 | 4.5 |
Treynor Ratio | NA | -0.03 | 0.0 | 0.02 | 0.02 | -0.04 | 0.03 | 0.03 | 0.01 | 0.07 | -0.02 | 0.05 | 0.1 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 |
Beta | NA | 1.01 | 0.91 | 0.91 | 0.87 | 1.0 | 1.02 | 0.8 | 0.91 | 0.89 | 0.91 | 0.77 | 0.77 |
RSquared | NA | 0.83 | 0.81 | 0.85 | 0.86 | 0.83 | 0.84 | 0.78 | 0.94 | 0.85 | 0.92 | 0.81 | 0.88 |
Yield(%) | N/A | 2.7 | 2.3 | 2.3 | N/A | 2.2 | 2.2 | 2.0 | 2.3 | 2.2 | 2.0 | 3.1 | 1.8 |
Dividend Growth(%) | N/A | 24.0 | 3.9 | N/A | N/A | 4.0 | 8.7 | -14.8 | 8.0 | 4.2 | -33.3 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/25/2011
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