Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FUSFX (Fidelity Ultra-Short Bond) | NA | -0.09% | 0.61% | 0.61% | -0.13% | NA | NA | 0.10% |
Data as of 11/19/2014, AR inception is 09/12/2002
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FUSFX (Fidelity Ultra-Short Bond) | 09/12/2002 | 11/19/2014 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | -0.09 | 0.61 | 0.61 | -0.13 | NA | NA | 0.10 | -0.15 | 0.43 | 1.61 | 0.07 | 1.10 | 0.97 | -7.83 | -5.11 | 4.92 | 2.94 | 1.20 | 1.57 | 0.20 |
Sharpe Ratio | NA | -0.27 | 1.46 | 1.08 | -0.87 | NA | NA | -0.71 | -0.44 | 1.38 | 3.45 | 0.07 | 1.57 | 0.97 | -5.04 | -2.96 | 1.10 | 0.78 | 0.32 | 1.19 | -0.57 |
Standard Deviation(%) | NA | 0.39 | 0.39 | 0.52 | 1.28 | NA | NA | 1.20 | 0.41 | 0.28 | 0.46 | 0.66 | 0.64 | 0.90 | 1.73 | 2.75 | 1.48 | 0.99 | 0.79 | 0.73 | 0.52 |
Draw Down(%) | NA | 0.36 | 0.36 | 0.65 | 14.83 | NA | NA | 14.83 | 0.36 | 0.24 | 0.12 | 0.65 | 0.12 | 0.84 | 8.03 | 7.70 | 0.20 | 0.10 | 0.31 | 0.12 | 0.20 |
Yield(%) | 0.00 | 0.16 | 0.32 | 0.39 | 1.75 | 1.32 | 0.99 | 1.65 | 0.10 | 0.30 | 0.50 | 0.32 | 0.60 | 0.84 | 2.20 | 5.00 | 4.91 | 3.10 | 1.39 | 1.16 | 0.00 |
Data as of 11/19/2014, AR inception is 09/12/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FUSFX (Fidelity Ultra-Short Bond) |
-4.46%
Jun 2007 - Jun 2010 |
-2.41%
Jun 2007 - Jun 2012 |
-0.15%
Oct 2004 - Oct 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FUSFX (Fidelity Ultra-Short Bond) |
3.52%
Jun 2004 - Jun 2007 |
1.55%
Oct 2002 - Oct 2007 |
0.09%
Oct 2002 - Oct 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart