Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FEPAX (FIDELITY TOTAL BOND FUND FIDELITY ADVISOR TOTAL BOND FUND: CLASS A) | 2.43% | 3.56% | 2.97% | -0.07% | 2.21% | 2.78% | 3.40% | 3.56% |
Data as of 07/15/2025, AR inception is 06/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEPAX (FIDELITY TOTAL BOND FUND FIDELITY ADVISOR TOTAL BOND FUND: CLASS A) | 06/28/2004 | 07/15/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 3.56 | 2.97 | -0.07 | 2.21 | 2.78 | 3.40 | 3.56 | 2.43 | 2.20 | 6.92 | -13.15 | -0.26 | 9.00 | 9.54 | -1.06 | 3.97 | 5.51 | -0.72 | 5.23 | -1.33 | 6.27 | 6.98 | 7.90 | 19.40 | -5.90 | 3.82 | 4.80 | 1.86 | 5.45 |
| Sharpe Ratio | NA | 0.14 | -0.03 | -0.36 | 0.18 | NA | NA | 0.57 | 0.44 | -0.27 | 0.48 | -2.05 | -0.09 | 1.61 | 2.72 | -0.92 | 1.20 | 1.75 | -0.22 | 2.07 | -0.39 | 2.75 | 1.93 | 2.32 | 4.62 | -1.08 | 0.19 | 0.47 | -0.14 | 2.59 |
| Standard Deviation(%) | NA | 5.05 | 6.25 | 5.55 | 4.67 | NA | NA | 4.18 | 5.22 | 5.27 | 6.85 | 7.14 | 3.27 | 5.41 | 2.97 | 2.67 | 2.77 | 3.02 | 3.45 | 2.52 | 3.47 | 2.28 | 3.60 | 3.37 | 4.18 | 6.34 | 3.57 | 2.93 | 2.77 | 3.70 |
| Draw Down(%) | NA | 4.28 | 9.44 | 17.94 | 17.94 | NA | NA | 17.94 | 2.91 | 3.79 | 6.67 | 17.10 | 3.16 | 9.62 | 1.72 | 2.73 | 1.51 | 3.50 | 3.53 | 1.21 | 5.30 | 1.15 | 1.54 | 2.89 | 3.02 | 11.87 | 2.28 | 1.74 | 2.54 | 1.05 |
| Yield(%) | 0.00 | 3.83 | 3.74 | 3.24 | 3.19 | 3.54 | 3.84 | 3.95 | 1.68 | 4.14 | 3.94 | 2.56 | 1.93 | 5.09 | 2.91 | 2.78 | 2.71 | 2.96 | 3.25 | 2.89 | 3.42 | 5.84 | 4.98 | 5.43 | 5.23 | 5.19 | 4.86 | 4.38 | 3.81 | 2.42 |
Data as of 07/15/2025, AR inception is 06/28/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEPAX (FIDELITY TOTAL BOND FUND FIDELITY ADVISOR TOTAL BOND FUND: CLASS A) |
-4.48%
Oct 2020 - Oct 2023 |
-0.07%
Oct 2017 - Oct 2022 |
1.21%
Oct 2012 - Oct 2022 |
2.88%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEPAX (FIDELITY TOTAL BOND FUND FIDELITY ADVISOR TOTAL BOND FUND: CLASS A) |
12.05%
Nov 2008 - Nov 2011 |
8.46%
Nov 2008 - Nov 2013 |
5.31%
Nov 2008 - Nov 2018 |
4.74%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart