Select Page
Performance Comparison
Comparison Box

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