Nasdaq - Delayed Quote • USD
Fidelity Total Bond Fund (FTBFX)
At close: 8:01 PM EDT
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).
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.80% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 15 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -2.75% |
| 5y Average Return | 0.93% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FTBFX | Category Average | FTBFX | Category Average | FTBFX | Category Average | |
| Alpha | 0.93 | 0 | 1.14 | 0.01 | 0.8 | 0.01 |
| BETA | 0.98 | 0.01 | 0.99 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | -0.1 | 0 | 0.14 | 0 | 0.2 | 0 |
| R-squared | 97.39 | 0.62 | 91.07 | 0.65 | 89.22 | 0.64 |
| Standard Deviation | 7.22 | 0.05 | 6.39 | 0.04 | 4.93 | 0.04 |
| Sharpe Ratio | -0.58 | 0.01 | -0.07 | 0.01 | 0.2 | 0.01 |
| Treynor Ratio | -4.5 | 0.05 | -0.66 | 0.03 | 0.89 | 0.04 |
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