Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Fidelity Total Return Bond | 1.71% | 3.57% | 2.06% | 0.44% | 2.73% | 5.00% | 6.06% | 7.11% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Fidelity Total Return Bond | 12/31/2000 | 05/16/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | 3.57 | 2.06 | 0.44 | 2.73 | 5.00 | 6.06 | 7.11 | 1.71 | 1.26 | 1.27 | -1.22 | 0.84 | 1.51 | 12.57 | -0.72 | 7.28 | 4.42 | 1.21 | 5.61 | 5.45 | 16.12 | 6.56 | 17.69 | 21.03 | -1.07 | 8.67 | 11.00 | 4.01 | 8.15 | 28.92 | 6.48 | 7.67 |
| Sharpe Ratio | NA | -1.10 | -0.63 | -0.17 | 0.25 | NA | NA | 1.27 | 0.16 | -1.09 | -0.62 | -1.23 | 0.34 | 0.15 | 2.99 | -0.78 | 2.82 | 1.24 | 0.33 | 1.85 | 1.56 | 5.21 | 1.67 | 4.20 | 3.34 | -0.29 | 1.30 | 2.23 | 0.59 | 1.01 | 5.32 | 1.35 | 1.14 |
| Standard Deviation(%) | NA | 4.37 | 4.11 | 3.69 | 4.18 | NA | NA | 4.51 | 3.15 | 4.89 | 4.83 | 2.11 | 2.36 | 8.44 | 3.73 | 2.62 | 2.36 | 3.41 | 3.57 | 3.03 | 3.48 | 3.08 | 3.90 | 4.19 | 6.26 | 6.98 | 4.37 | 3.46 | 3.12 | 7.10 | 5.30 | 3.99 | 4.70 |
| Draw Down(%) | NA | 5.98 | 5.98 | 5.98 | 16.36 | NA | NA | 16.36 | 1.18 | 5.58 | 3.91 | 4.07 | 1.89 | 16.36 | 2.37 | 2.67 | 0.92 | 3.30 | 3.36 | 3.42 | 5.09 | 2.93 | 3.60 | 3.35 | 3.50 | 6.42 | 3.10 | 2.91 | 2.81 | 7.56 | 6.18 | 5.11 | 4.22 |
| Yield(%) | NA | 5.83 | 4.03 | 3.78 | 4.11 | NA | NA | 0.00 | NA | 3.46 | 5.27 | 1.69 | 3.67 | 3.07 | 4.16 | 4.50 | 4.62 | 4.02 | 3.99 | 5.19 | 5.83 | 7.53 | 6.39 | 5.97 | 7.51 | 5.59 | 6.09 | 5.52 | 5.98 | 7.28 | 7.24 | 7.16 | 8.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Total Return Bond |
-1.48%
Feb 2020 - Feb 2023 |
0.38%
Jan 2020 - Jan 2025 |
2.53%
Jan 2015 - Jan 2025 |
4.72%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Fidelity Total Return Bond |
16.42%
Feb 2009 - Feb 2012 |
13.86%
Feb 2009 - Feb 2014 |
11.80%
Dec 2002 - Dec 2012 |
9.73%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart