Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUMBX (FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 2.61% | 4.26% | 3.02% | 0.67% | NA | NA | NA | 1.81% |
Data as of 07/16/2025, AR inception is 10/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUMBX (FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 10/05/2017 | 07/16/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.26 | 3.02 | 0.67 | NA | NA | NA | 1.81 | 2.61 | 3.25 | 4.48 | -5.60 | -1.24 | 4.40 | 4.18 | 1.34 | -0.33 |
| Sharpe Ratio | NA | 0.49 | -0.13 | -0.50 | NA | NA | NA | -0.05 | 0.68 | -0.14 | 0.22 | -2.02 | -0.94 | 2.22 | 1.37 | -0.03 | -1.85 |
| Standard Deviation(%) | NA | 2.60 | 3.22 | 2.81 | NA | NA | NA | 2.52 | 2.67 | 2.62 | 3.79 | 3.50 | 1.35 | 1.87 | 1.97 | 1.54 | 1.22 |
| Draw Down(%) | NA | 1.58 | 3.97 | 8.40 | NA | NA | NA | 8.40 | 1.16 | 1.58 | 2.44 | 7.24 | 1.44 | 0.65 | 1.04 | 1.06 | 0.64 |
| Yield(%) | 0.00 | 2.82 | 2.04 | 1.62 | 1.30 | 0.87 | 0.65 | 1.86 | 0.83 | 2.92 | 1.69 | 1.05 | 1.26 | 1.63 | 1.92 | 1.51 | 0.35 |
Data as of 07/16/2025, AR inception is 10/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUMBX (FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
-1.90%
Jun 2020 - Jun 2023 |
0.54%
Dec 2017 - Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUMBX (FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
3.45%
Jan 2018 - Jan 2021 |
1.21%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart