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FCONX: FIDELITY CONSERVATIVE INCOME BOND FUND FIDELITY CONSERVATIVE INCOME BOND FUND (MUTUAL FUND)
Basic Info
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/27/2011 |
| Last Dividend Date: | 03/31/2023 |
| 12-Mo. Yield | 2.25% |
| Expenses | 0.35% |
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Performance Analytics (As of 05/19/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/27/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.3 | 1.6 | 1.8 | 1.3 | 1.2 | 2.0 | 2.0 | -0.1 | 1.0 | 2.9 | 1.7 | 1.2 | 0.9 | 0.4 | 0.2 | 0.6 | 1.4 | -0.2 |
| Sharpe Ratio | NA | 1.11 | 0.69 | 0.77 | 0.8 | 0.89 | 1.05 | 0.6 | -0.3 | 0.78 | 1.76 | 0.49 | 1.4 | 1.57 | 0.92 | 0.53 | 2.31 | 3.7 | -0.53 |
| Draw Down(%) | NA | 0.3 | 0.5 | 2.2 | 2.2 | 2.2 | 0.3 | 0.4 | 0.2 | 2.2 | 0.1 | 0.2 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.3 |
| Standard Deviation(%) | NA | 1.5 | 0.9 | 0.9 | 0.7 | 0.7 | 1.8 | 1.0 | 0.3 | 1.0 | 0.8 | 0.7 | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | 0.4 | 0.5 |
| Treynor Ratio | NA | 0.12 | 0.06 | 0.06 | 0.05 | 0.06 | 0.14 | 0.05 | -0.02 | 0.32 | 0.06 | 0.01 | 0.06 | 0.09 | 0.08 | 0.03 | 0.19 | 0.3 | -0.22 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.14 | 0.11 | 0.12 | 0.11 | 0.11 | 0.14 | 0.13 | 0.04 | 0.02 | 0.22 | 0.23 | 0.1 | 0.07 | 0.04 | 0.06 | 0.03 | 0.05 | 0.01 |
| RSquared | NA | 0.12 | 0.09 | 0.09 | 0.08 | 0.07 | 0.11 | 0.13 | 0.02 | 0.0 | 0.24 | 0.18 | 0.06 | 0.05 | 0.03 | 0.04 | 0.02 | 0.02 | 0.0 |
| Yield(%) | N/A | 2.2 | 1.0 | 1.5 | 1.1 | N/A | 1.1 | 1.2 | 0.2 | 0.9 | 2.4 | 2.1 | 1.1 | 0.8 | 0.5 | 0.3 | 0.5 | 0.8 | 0.2 |
| Dividend Growth(%) | N/A | 1296.3 | -50.5 | 106.6 | N/A | N/A | -10.0 | 524.2 | -79.3 | -60.2 | 12.1 | 90.1 | 41.9 | 69.6 | 53.3 | -42.3 | -35.0 | 233.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/27/2011
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See ULTRASHORT BOND Asset Class Trend Rankings |
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