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FSBIX: FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/29/2005 |
| Last Dividend Date: | 11/02/2018 |
| 12-Mo. Yield | 1.46% |
| Expenses | 0.20% |
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Performance Analytics (As of 11/12/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/29/2005 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.5 | 0.3 | 0.5 | 1.1 | 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 | -1.31 | -0.25 | 0.05 | 0.47 | 0.65 | -1.24 | -0.12 | 0.32 | 0.36 | 0.7 | -0.29 | 0.56 | 1.67 | 1.42 | -0.08 | 1.71 | 1.85 | -0.26 | 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 | 0.05 | 0.0 | 0.06 | 0.05 | -0.01 | 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 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA |
| Beta | NA | 0.84 | 0.96 | 0.97 | 0.96 | 1.01 | 0.83 | 0.97 | 1.06 | 1.03 | 0.93 | 0.91 | 0.55 | 1.02 | 0.7 | 1.22 | 1.23 | 0.94 | 0.88 | NA |
| RSquared | NA | 0.57 | 0.59 | 0.59 | 0.61 | 0.7 | 0.57 | 0.5 | 0.68 | 0.66 | 0.52 | 0.46 | 0.23 | 0.62 | 0.49 | 0.85 | 0.84 | 0.82 | 0.72 | 0.0 |
| Yield(%) | N/A | 1.5 | 1.2 | 1.1 | 1.6 | N/A | 1.3 | 1.1 | 1.0 | 1.0 | 1.0 | 1.2 | 1.3 | 1.8 | 1.7 | 4.0 | 3.8 | 4.4 | 3.1 | 0.1 |
| Dividend Growth(%) | N/A | 35.9 | 8.2 | -45.7 | N/A | N/A | 16.1 | 9.9 | -1.0 | -4.7 | -13.0 | -7.5 | -28.5 | 5.1 | -58.4 | 9.3 | -11.6 | 40.1 | 3040.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SHORT GOVERNMENT Asset Class Trend Rankings |
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