Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FXNAX (FIDELITY U.S. BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 3.79% | 6.21% | 2.15% | -0.85% | 1.69% | NA | NA | 2.06% |
Data as of 07/02/2025, AR inception is 05/25/2011
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FXNAX (FIDELITY U.S. BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 05/25/2011 | 07/02/2025 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.49 | 6.21 | 2.15 | -0.85 | 1.69 | NA | NA | 2.06 | 3.79 | 1.35 | 5.57 | -13.05 | -1.79 | 7.81 | 8.48 | 0.02 | 3.28 | 2.31 | 0.64 | 5.99 | -2.19 | 4.25 | 4.38 |
Sharpe Ratio | NA | 0.57 | -0.16 | -0.49 | 0.05 | NA | NA | 0.23 | 0.88 | -0.41 | 0.26 | -1.87 | -0.49 | 1.55 | 1.97 | -0.46 | 0.86 | 0.64 | 0.15 | 2.07 | -0.63 | 1.59 | 1.63 |
Standard Deviation(%) | NA | 5.23 | 6.69 | 5.98 | 4.97 | NA | NA | 4.59 | 5.35 | 5.50 | 7.49 | 7.79 | 3.70 | 4.85 | 3.56 | 2.96 | 3.05 | 3.27 | 3.98 | 2.89 | 3.55 | 2.67 | 4.52 |
Draw Down(%) | NA | 4.88 | 9.97 | 18.64 | 18.64 | NA | NA | 18.64 | 2.57 | 4.23 | 7.45 | 16.85 | 3.87 | 6.39 | 2.15 | 3.13 | 1.54 | 4.71 | 3.05 | 1.28 | 4.97 | 1.35 | 1.61 |
Yield(%) | 0.30 | 3.57 | 3.00 | 2.50 | 2.64 | 2.54 | 1.90 | 2.72 | 1.81 | 3.34 | 2.98 | 2.06 | 1.99 | 3.21 | 2.82 | 2.66 | 2.38 | 2.34 | 2.68 | 2.67 | 2.29 | 3.28 | 1.84 |
Data as of 07/02/2025, AR inception is 05/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FXNAX (FIDELITY U.S. BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
-5.57%
Oct 2020 - Oct 2023 |
-0.96%
May 2020 - May 2025 |
0.66%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FXNAX (FIDELITY U.S. BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
5.71%
Jul 2017 - Jul 2020 |
4.36%
Jul 2015 - Jul 2020 |
3.31%
Jun 2011 - Jun 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart