Nasdaq - Delayed Quote
USD
Fidelity Intermediate Bond (FTHRX)
10.06
0.00
(0.00%)
At close: 8:07:09 PM EST
Fund Summary
Normally investing at least 80% of assets in investment-grade debt securities of all types and repurchase agreements for those securities. Managing the fund to have similar overall interest rate risk to the Bloomberg U.S. Intermediate Government/Credit Bond Index. Normally maintaining a dollar-weighted average maturity between three and 10 years. Allocating assets across different market sectors and maturities. Investing in domestic and foreign issuers.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 7.21% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 45 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -0.34% |
| 5y Average Return | 1.13% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.61 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
FTHRX | Category Average | FTHRX | Category Average | FTHRX | Category Average |
|
Alpha
|
-0.04 | 0 | -0.31 | 0 | 0.15 | 0 |
|
BETA
|
0.61 | 0.01 | 0.63 | 0.01 | 0.66 | 0.01 |
|
Mean Annual Return
|
0.35 | 0 | 0.07 | 0 | 0.15 | 0 |
|
R-squared
|
95.43 | 0.84 | 95.54 | 0.86 | 90.03 | 0.86 |
|
Standard Deviation
|
3.55 | 0.04 | 4.27 | 0.03 | 3.6 | 0.03 |
|
Sharpe Ratio
|
-0.08 | 0.01 | -0.74 | 0.01 | -0.19 | 0.01 |
|
Treynor Ratio
|
-0.59 | 0.07 | -5.09 | 0.02 | -1.15 | 0.03 |
