Nasdaq - Delayed Quote • USD
Fidelity Total Bond Fund (FTBFX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.14% |
| 5y Average Return | 1.10% |
| Number of Years Up | 15 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 23, 2024) | 19.80% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 19.80% |
| Worst 3Y Total Return | -2.28% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FTBFX
Category
- YTD
- -0.19%
- -0.61%
- 1-Month
- 0.94%
- 0.77%
- 3-Month
- -0.19%
- 1.99%
- 1-Year
- 3.66%
- 3.06%
- 3-Year
- -1.45%
- 5.69%
- 5-Year
- 1.50%
- 3.75%
- 10-Year
- 2.34%
- 3.84%
- Last Bull Market
- 2.96%
- 4.61%
- Last Bear Market
- -6.19%
- 1.87%
Annual Total Return (%) History
Year
FTBFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.19% | -- | -- | -- |
| 2023 | 3.25% | -0.14% | -2.65% | 6.84% |
| 2022 | -5.43% | -6.19% | -3.86% | 2.13% |
| 2021 | -2.68% | 2.26% | 0.24% | 0.15% |
| 2020 | -0.53% | 5.88% | 1.81% | 1.97% |
| 2019 | 3.86% | 3.07% | 2.02% | 0.61% |
| 2018 | -1.16% | -0.19% | 0.33% | 0.34% |
| 2017 | 1.32% | 1.30% | 1.11% | 0.40% |
| 2016 | 3.23% | 2.91% | 1.79% | -2.11% |
| 2015 | 1.93% | -1.44% | -0.12% | -0.76% |
| 2014 | 2.17% | 2.12% | -0.06% | 1.22% |
| 2013 | 0.30% | -2.50% | 0.84% | 0.47% |
| 2012 | 1.26% | 2.20% | 2.33% | 0.58% |
| 2011 | 1.08% | 2.18% | 2.16% | 1.78% |
| 2010 | 2.55% | 2.76% | 3.29% | -0.28% |
| 2009 | 2.38% | 7.71% | 6.68% | 1.83% |
| 2008 | 0.92% | -0.45% | -2.94% | -3.16% |
| 2007 | 1.44% | -0.67% | 1.72% | 1.60% |
| 2006 | -0.18% | -0.01% | 3.84% | 1.45% |
| 2005 | -0.75% | 2.89% | -0.28% | 0.62% |
| 2004 | 2.53% | -2.19% | 3.52% | 1.59% |
| 2003 | 2.09% | 3.37% | -0.04% | 0.37% |
Rank in Category (By Total Return)
| YTD | 43 |
| 1-Month | 63 |
| 3-Month | 43 |
| 1-Year | 27 |
| 3-Year | 17 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 3.66% |
| 3-Year | -1.45% |
| 5-Year | 1.50% |
| 10-Year | 2.34% |
Performance & Risk
| YTD Return | -2.14% |
| 5y Average Return | 1.10% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Fidelity Investments |
| Net Assets | 35.77B |
| YTD Return | -0.19% |
| Yield | 4.26% |
| Morningstar Rating | |
| Inception Date | Jun 16, 2004 |
Fund Summary
The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The manager uses the Bloomberg U.S. Universal Bond Index as a guide in allocating assets across the investment-grade, high yield, and emerging market asset classes. It invests up to 20% of assets in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds).
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