Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIFZX (FIDELITY SERIES BOND INDEX FUND) | 0.01% | 4.29% | 3.91% | 0.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIFZX (FIDELITY SERIES BOND INDEX FUND) | 04/29/2019 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.29 | 3.91 | 0.05 | NA | NA | NA | … | … | 0.01 | 7.16 | 1.41 | 5.54 | -12.98 | -1.80 | 7.65 | 5.42 |
| Sharpe Ratio | NA | 0.70 | 0.19 | -0.39 | NA | NA | NA | … | … | -0.46 | 0.95 | -0.39 | 0.26 | -1.85 | -0.50 | 1.30 | 1.73 |
| Standard Deviation(%) | NA | 4.01 | 5.46 | 6.07 | NA | NA | NA | … | … | 4.19 | 4.53 | 5.65 | 7.40 | 7.82 | 3.66 | 5.68 | 3.89 |
| Draw Down(%) | NA | 2.91 | 6.12 | 18.02 | NA | NA | NA | … | … | 2.91 | 2.64 | 4.28 | 7.37 | 16.77 | 3.81 | 6.53 | 2.19 |
| Yield(%) | 0.00 | 3.70 | 3.61 | 2.64 | 1.98 | 1.32 | 0.99 | … | … | 1.33 | 4.00 | 3.59 | 3.14 | 1.97 | 1.54 | 3.33 | 1.79 |
Data as of 06/04/2026, Common starting date is 04/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFZX (FIDELITY SERIES BOND INDEX FUND) |
-5.57%
Oct 2020 – Oct 2023 |
-1.10%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIFZX (FIDELITY SERIES BOND INDEX FUND) |
5.60%
Oct 2022 – Oct 2025 |
0.42%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart