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Fidelity Total Return Bond
0.08%May 23 | MyPlanIQ portfolio symbol P_48596

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview


This portfolio is for fixed income investments in Fidelity. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:

For its smart usage in other asset allocation portfolios, see the following:

Candidate funds used in this portfolio:

Asset Class Ticker Description Rating
FIXED INCOME


Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D
Multisector Bond PONDX PIMCO Income D
Intermediate-Term Bond PDBAX Prudential Total Return Bond A
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Intermediate-Term Bond FTBFX Fidelity Total Bond
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTDX PIMCO Total Return D
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Multisector Bond LSBRX Loomis Sayles Bond Retail




Holdings




Historical Performance


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%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 1.42% 18.88% 12.39% 16.78% 12.80% 13.83% 10.34% 8.54%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 2.49% 11.09% 5.14% 7.38% 6.01% 7.04% 5.95% 5.67%
Data as of 02/28/2025, AR inception is 12/31/2000

Fidelity Total Return Bond Return Calculator

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Calculators


Dollar Cost Average Calculator for Fidelity Total Return Bond

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Retirement Spending Calculator for Fidelity Total Return Bond

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Rolling Returns


From 12/31/2000 to 05/23/2025, the worst annualized return of 3-year rolling returns for Fidelity Total Return Bond is -1.48%.

From 12/31/2000 to 05/23/2025, the worst annualized return of 5-year rolling returns for Fidelity Total Return Bond is 0.38%.

From 12/31/2000 to 05/23/2025, the worst annualized return of 10-year rolling returns for Fidelity Total Return Bond is 2.53%.


Maximum Drawdown

Fidelity Total Return Bond Maximum Drawdown