FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX)

Basic Info

FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS started on 12/29/2005
FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS is classified as asset class SHORT GOVERNMENT
FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS expense ratio is 0.20%
FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS rating is
Not Rated

FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) Dividend Info

FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) dividend growth in the last 12 months is 35.14%

The trailing 12-month yield of FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS is 1.47%. its dividend history:

DateDividend
11/02/2018 0.002
10/31/2018 0.015
09/28/2018 0.014
08/31/2018 0.014
07/31/2018 0.013
06/29/2018 0.012
05/31/2018 0.012
04/30/2018 0.012
03/29/2018 0.012
02/28/2018 0.011
01/31/2018 0.011
12/29/2017 0.011
11/30/2017 0.011
10/31/2017 0.011
09/29/2017 0.01
08/31/2017 0.01
07/31/2017 0.01
06/30/2017 0.01
05/31/2017 0.01
03/31/2017 0.01
02/28/2017 0.009
01/31/2017 0.009
12/30/2016 0.009
12/02/2016 0.005
11/30/2016 0.008
10/31/2016 0.008
09/30/2016 0.008
08/31/2016 0.008
07/29/2016 0.008
06/30/2016 0.008
05/31/2016 0.008
04/29/2016 0.008
03/31/2016 0.008
02/29/2016 0.007
01/29/2016 0.008
12/31/2015 0.008
12/18/2015 0.011
11/30/2015 0.007
10/30/2015 0.007
09/30/2015 0.007
08/31/2015 0.007
07/31/2015 0.007
06/30/2015 0.007
05/29/2015 0.007
04/30/2015 0.007
04/10/2015 0.007
03/31/2015 0.007
02/27/2015 0.006
01/30/2015 0.007
12/31/2014 0.007
12/19/2014 0.017
11/28/2014 0.006
10/31/2014 0.007
09/30/2014 0.006
08/29/2014 0.006
07/31/2014 0.006
06/30/2014 0.006
05/30/2014 0.006
04/30/2014 0.006
04/11/2014 0.015
03/31/2014 0.006
02/28/2014 0.006
01/31/2014 0.007
12/31/2013 0.007
12/20/2013 0.021
11/29/2013 0.007
10/31/2013 0.007
09/30/2013 0.007
08/30/2013 0.007
07/31/2013 0.007
06/28/2013 0.007
05/31/2013 0.007
04/30/2013 0.007
04/12/2013 0.017
03/28/2013 0.007
02/28/2013 0.007
01/31/2013 0.008
12/31/2012 0.008
12/21/2012 0.017
11/30/2012 0.008
10/31/2012 0.008
09/28/2012 0.008
08/31/2012 0.008
07/31/2012 0.008
06/29/2012 0.008
05/31/2012 0.009
04/30/2012 0.009
04/13/2012 0.016
03/30/2012 0.009
02/29/2012 0.008
01/31/2012 0.009
12/30/2011 0.01
12/16/2011 0.03
11/30/2011 0.009
10/31/2011 0.01
09/30/2011 0.01
08/31/2011 0.011
07/29/2011 0.012
06/30/2011 0.011
05/31/2011 0.012
04/29/2011 0.012
04/06/2011 0.025
03/31/2011 0.012
02/28/2011 0.01
01/31/2011 0.012
12/31/2010 0.014
12/17/2010 0.033
11/30/2010 0.011
10/29/2010 0.012
09/30/2010 0.012
08/31/2010 0.013
07/30/2010 0.013
06/30/2010 0.013
05/28/2010 0.014
03/31/2010 0.014
02/26/2010 0.013
01/29/2010 0.015
12/31/2009 0.014
12/18/2009 0.105
11/30/2009 0.014
10/30/2009 0.015
09/30/2009 0.014
08/31/2009 0.014
07/31/2009 0.014
06/30/2009 0.013
05/29/2009 0.014
04/30/2009 0.014
04/17/2009 0.14
03/31/2009 0.017
02/27/2009 0.017
01/30/2009 0.02
12/19/2008 0.03
12/18/2008 0.017
11/28/2008 0.021
10/31/2008 0.023
09/30/2008 0.025
08/29/2008 0.025
07/31/2008 0.025
06/30/2008 0.025
05/30/2008 0.027
04/30/2008 0.027
04/11/2008 0.055
03/31/2008 0.028
02/29/2008 0.029
01/31/2008 0.032
12/31/2007 0.033
12/21/2007 0.015
11/30/2007 0.033
10/31/2007 0.034
09/28/2007 0.034
08/31/2007 0.035
07/31/2007 0.036
06/29/2007 0.035
05/31/2007 0.036
04/30/2007 0.035
04/13/2007 0.01
03/30/2007 0.036
02/28/2007 0.032
01/31/2007 0.036
12/27/2006 0.015
11/30/2006 0.034
10/31/2006 0.035
09/29/2006 0.034
08/31/2006 0.032
07/31/2006 0.029
06/30/2006 0.028
05/31/2006 0.027
04/28/2006 0.027
03/31/2006 0.028
02/28/2006 0.025
12/30/2005 0.01

Dividend Growth History for FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2018
2018 $0.128 1.24% 15.32% -
2017 $0.111 1.07% 9.90% 15.32%
2016 $0.101 0.97% -0.98% 12.58%
2015 $0.102 0.98% -4.67% 7.86%
2014 $0.107 1.02% -13.01% 4.58%
2013 $0.123 1.16% -7.52% 0.80%
2012 $0.133 1.25% -28.49% -0.64%
2011 $0.186 1.77% 5.08% -5.20%
2010 $0.177 1.71% -58.35% -3.97%
2009 $0.425 3.96% 9.25% -12.48%
2008 $0.389 3.75% -11.59% -10.52%
2007 $0.44 4.40% 40.13% -10.62%
2006 $0.314 3.13% 3,040.00% -7.21%
2005 $0.01 0.10% - 21.67%

Dividend Growth Chart for FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX)


FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) Historical Returns And Risk Info

From 01/12/2006 to 11/12/2018, the compound annualized total return (dividend reinvested) of FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) is 2.197%. Its cumulative total return (dividend reinvested) is 32.137%.

From 01/12/2006 to 11/12/2018, the Maximum Drawdown of FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) is 3.2%.

From 01/12/2006 to 11/12/2018, the Sharpe Ratio of FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) is 0.66.

From 01/12/2006 to 11/12/2018, the Annualized Standard Deviation of FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) is 2.2%.

From 01/12/2006 to 11/12/2018, the Beta of FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) is 1.08.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
01/12/2006
2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return(%) 0.0 0.0 -0.3 0.2 0.6 2.2 -0.3 0.5 0.8 0.7 1.0 -0.4 0.7 3.2 3.3 -0.1 8.5 7.9 2.9 0.1
Sharpe Ratio NA -1.28 -0.23 0.05 0.47 0.66 -1.21 -0.1 0.33 0.36 0.7 -0.28 0.56 1.67 1.42 -0.08 1.72 1.9 -0.2 NA
Draw Down(%) NA 1.3 2.3 2.3 2.5 3.2 1.1 1.1 2.1 1.1 0.8 1.4 0.9 1.0 1.8 2.2 3.2 1.0 0.9 0.0
Standard Deviation(%) NA 1.3 1.5 1.6 1.9 2.2 1.4 1.4 1.7 1.8 1.4 1.4 1.1 1.9 2.2 3.0 4.4 2.6 2.0 0.0
Treynor Ratio NA -0.02 0.0 0.0 0.01 0.01 -0.02 0.0 0.01 0.01 0.01 0.0 0.01 0.03 0.03 0.0 0.06 0.05 0.0 0.0
Alpha NA 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 -0.01 0.0 0.0 0.0 NA
Beta NA 0.84 0.98 0.98 1.08 1.08 0.83 0.97 1.1 1.03 0.94 0.93 0.73 1.13 1.19 1.22 1.23 0.94 0.88 NA
RSquare NA 0.57 0.6 0.6 0.69 0.74 0.57 0.5 0.71 0.66 0.52 0.48 0.32 0.69 0.79 0.85 0.84 0.82 0.72 0.0
Yield(%) N/A 1.4 1.2 1.1 1.6 N/A 1.1 1.1 1.2 1.3 1.5 1.5 1.5 1.6 1.4 3.7 3.7 4.6 3.2 0.1
Dividend Growth(%) N/A 35.1 8.0 -45.8 N/A N/A 0.0 -8.3 -14.3 -12.5 0.0 0.0 -5.9 13.3 -62.5 5.3 -17.4 43.8 3100.0 N/A

Return Calculator for FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX)

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FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) Historical Return Chart

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FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/12/2006 to 11/12/2018, the worst annualized return of 3-year rolling returns for FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) is 0.2%.
From 01/12/2006 to 11/12/2018, the worst annualized return of 5-year rolling returns for FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) is 0.37%.
From 01/12/2006 to 11/12/2018, the worst annualized return of 10-year rolling returns for FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) is 1.78%.
From 01/12/2006 to 11/12/2018, the worst annualized return of 20-year rolling returns for FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (FSBIX) is NA.

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