Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FEPIX (FIDELITY TOTAL BOND FUND FIDELITY ADVISOR TOTAL BOND FUND: CLASS I) | 3.25% | 5.59% | 2.89% | -0.47% | 2.08% | 2.82% | 3.46% | 3.64% |
Data as of 07/02/2025, AR inception is 06/28/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FEPIX (FIDELITY TOTAL BOND FUND FIDELITY ADVISOR TOTAL BOND FUND: CLASS I) | 06/28/2004 | 07/02/2025 |
| 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 (%) | 0.21 | 5.59 | 2.89 | -0.47 | 2.08 | 2.82 | 3.46 | 3.64 | 3.25 | 0.99 | 6.82 | -13.06 | -0.17 | 6.38 | 9.83 | -0.82 | 4.24 | 5.73 | -0.38 | 5.50 | -1.06 | 6.55 | 7.31 | 8.08 | 19.76 | -5.62 | 4.12 | 5.02 | 2.08 | 5.42 |
| Sharpe Ratio | NA | 0.29 | 0.00 | -0.43 | 0.15 | NA | NA | 0.58 | 0.67 | -1.05 | 0.38 | -2.03 | -0.06 | 1.01 | 2.87 | -0.80 | 1.33 | 1.81 | -0.12 | 2.14 | -0.31 | 2.77 | 1.99 | 2.33 | 4.58 | -1.03 | 0.32 | 0.59 | -0.03 | 2.59 |
| Standard Deviation(%) | NA | 5.11 | 6.30 | 5.70 | 4.77 | NA | NA | 4.25 | 5.25 | 5.35 | 6.90 | 7.15 | 3.25 | 6.09 | 2.94 | 2.68 | 2.72 | 3.05 | 3.51 | 2.57 | 3.50 | 2.37 | 3.66 | 3.43 | 4.29 | 6.35 | 3.55 | 2.98 | 2.83 | 3.70 |
| Draw Down(%) | NA | 4.22 | 9.42 | 18.48 | 18.48 | NA | NA | 18.48 | 2.81 | 3.95 | 6.54 | 17.08 | 3.13 | 9.56 | 1.73 | 2.66 | 1.42 | 3.35 | 3.37 | 1.21 | 5.22 | 1.15 | 1.42 | 2.96 | 2.90 | 11.69 | 2.17 | 1.76 | 2.53 | 1.05 |
| Yield(%) | 0.00 | 3.38 | 3.38 | 2.58 | 2.96 | 3.50 | 3.85 | 3.98 | 1.42 | 3.32 | 3.83 | 2.59 | 2.12 | 2.55 | 3.17 | 3.03 | 2.96 | 3.27 | 3.50 | 3.15 | 3.70 | 6.10 | 5.29 | 5.70 | 5.55 | 5.48 | 5.15 | 4.58 | 4.03 | 2.49 |
Data as of 07/02/2025, 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 |
|---|---|---|---|---|
| FEPIX (FIDELITY TOTAL BOND FUND FIDELITY ADVISOR TOTAL BOND FUND: CLASS I) |
-4.78%
Sep 2020 - Sep 2023 |
-0.42%
Oct 2017 - Oct 2022 |
1.16%
Oct 2012 - Oct 2022 |
2.82%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FEPIX (FIDELITY TOTAL BOND FUND FIDELITY ADVISOR TOTAL BOND FUND: CLASS I) |
12.38%
Nov 2008 - Nov 2011 |
8.75%
Nov 2008 - Nov 2013 |
5.59%
Nov 2008 - Nov 2018 |
4.94%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison Chart