Fidelity Total Return Bond
0.34%May 15 | 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


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.
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%

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 05/15/2025, the worst annualized return of 3-year rolling returns for Fidelity Total Return Bond is -1.48%.

From 12/31/2000 to 05/15/2025, the worst annualized return of 5-year rolling returns for Fidelity Total Return Bond is 0.38%.

From 12/31/2000 to 05/15/2025, 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