Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FTBFX (FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND) | 2.89% | 4.90% | 3.93% | 0.44% | 2.48% | 3.16% | 4.06% | 4.35% |
Data as of 06/20/2025, AR inception is 10/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTBFX (FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND) | 10/23/2002 | 06/20/2025 |
| 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 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 4.90 | 3.93 | 0.44 | 2.48 | 3.16 | 4.06 | 4.35 | 2.89 | 2.50 | 7.26 | -12.90 | -0.10 | 9.35 | 9.88 | -0.67 | 3.52 | 5.86 | -0.40 | 5.56 | -1.01 | 6.63 | 7.43 | 15.58 | 19.82 | -5.57 | 4.16 | 5.14 | 2.07 | 5.25 | 4.47 | 3.42 |
| Sharpe Ratio | NA | 0.32 | 0.08 | -0.29 | 0.22 | NA | NA | 0.70 | 0.59 | -0.21 | 0.53 | -2.01 | -0.04 | 1.65 | 2.79 | -0.77 | 1.08 | 1.86 | -0.12 | 2.23 | -0.31 | 2.78 | 2.07 | 2.17 | 4.56 | -1.03 | 0.28 | 0.57 | -0.07 | 1.07 | 0.87 | 6.30 |
| Standard Deviation(%) | NA | 5.21 | 6.30 | 5.55 | 4.69 | NA | NA | 4.40 | 5.49 | 5.35 | 6.82 | 7.14 | 3.20 | 5.50 | 3.02 | 2.66 | 2.66 | 3.04 | 3.52 | 2.48 | 3.38 | 2.39 | 3.58 | 7.15 | 4.32 | 6.29 | 3.59 | 3.00 | 2.80 | 3.98 | 4.29 | 2.99 |
| Draw Down(%) | NA | 4.28 | 9.29 | 17.61 | 17.61 | NA | NA | 17.61 | 2.81 | 3.71 | 6.49 | 16.83 | 3.12 | 9.63 | 1.81 | 2.55 | 1.48 | 3.33 | 3.31 | 1.21 | 5.20 | 1.15 | 1.41 | 2.86 | 2.89 | 11.67 | 2.26 | 1.65 | 2.53 | 4.35 | 5.50 | 0.59 |
| Yield(%) | 0.00 | 4.50 | 4.16 | 3.56 | 3.44 | 3.85 | 4.45 | 4.68 | 1.81 | 4.44 | 4.25 | 2.83 | 2.18 | 5.41 | 3.22 | 3.07 | 2.34 | 3.29 | 3.56 | 3.21 | 3.74 | 6.17 | 5.39 | 12.24 | 5.62 | 5.52 | 5.19 | 4.70 | 4.02 | 4.12 | 2.21 | 0.00 |
Data as of 06/20/2025, AR inception is 10/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTBFX (FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND) |
-4.21%
Oct 2020 - Oct 2023 |
0.23%
Oct 2017 - Oct 2022 |
1.44%
Oct 2012 - Oct 2022 |
3.17%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTBFX (FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND) |
14.94%
Nov 2008 - Nov 2011 |
10.28%
Nov 2008 - Nov 2013 |
6.49%
Nov 2002 - Nov 2012 |
5.50%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart