Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
---|---|---|---|---|---|---|---|---|
FUAMX (FIDELITY INTERMEDIATE TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 0.34% | 1.90% | 3.71% | 0.18% | -2.68% | NA | NA | NA |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FUAMX (FIDELITY INTERMEDIATE TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 10/13/2017 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 10/13/2017.
AR inception is since 10/13/2017.
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.21 | 3.71 | 0.18 | -2.68 | NA | NA | NA | 0.34 | 1.90 | -0.58 | 4.07 | -12.83 | -3.60 | 7.45 | 7.24 | 1.05 | -0.72 |
Sharpe Ratio | NA | -0.52 | -0.56 | -0.82 | NA | NA | NA | -0.30 | 0.37 | -1.20 | -0.02 | -1.70 | -0.83 | 1.23 | 1.27 | -0.07 | -1.30 |
Standard Deviation(%) | NA | 5.89 | 7.43 | 6.55 | NA | NA | NA | 6.05 | 6.08 | 5.97 | 8.24 | 8.40 | 4.38 | 5.87 | 4.61 | 3.57 | 3.24 |
Draw Down(%) | NA | 6.09 | 10.20 | 21.44 | NA | NA | NA | 21.44 | 2.84 | 5.18 | 8.44 | 15.79 | 4.82 | 3.29 | 2.81 | 3.65 | 1.35 |
Yield(%) | 0.00 | 1.89 | 1.86 | 1.44 | 1.34 | 0.89 | 0.67 | 1.91 | 0.00 | 2.51 | 2.22 | 1.31 | 1.27 | 1.68 | 2.27 | 2.03 | 0.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FUAMX (FIDELITY INTERMEDIATE TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
-6.94%
Oct 2020 - Oct 2023 |
-2.47%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FUAMX (FIDELITY INTERMEDIATE TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
5.81%
Nov 2017 - Nov 2020 |
0.95%
Apr 2018 - Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart