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Fidelity Short Term Bond Fund: (MF: FSHBX)
(NASDAQ Mutual Funds) As of Sep 30, 2024 08:00 PM ET
$8.53 USD
-0.01 (-0.12%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.88 | 53 |
| 3 months | 2.72 | 74 |
| 6 months | 3.63 | 81 |
| 1 Year | 6.73 | 81 |
| 3 Year | 1.53 | 26 |
| 5 Year | 1.84 | 38 |
| 10 Year | 1.74 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 15.96 |
| Bear Market (10/07 - 2/09) | -3.03 |
| Bull Market (2/09 - 3/21) | 39.62 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 5.43 |
| 5 Year | 1.58 |
| 10 Year | 1.52 |
| Since Inception | 3.88 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.69 | 1.01 | NA | NA |
| 2023 | 1.51 | 0.09 | 0.80 | 2.83 |
| 2022 | -2.50 | -0.98 | -1.17 | 1.02 |
| 2021 | -0.28 | 0.11 | 0.06 | -0.59 |
| 2020 | 0.11 | 2.98 | 0.48 | 0.43 |
| 2019 | 1.44 | 1.34 | 0.75 | 0.60 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.88 | 5.33 | -3.61 | -0.68 | 4.05 | 4.19 | 1.19 | 1.15 | 1.45 | 0.66 | 0.92 |
| % Total Return Rel to Index | 0.80 | -0.19 | 9.40 | 0.85 | -3.45 | -4.52 | 1.17 | -2.39 | -1.20 | 0.09 | -5.01 |
| % Total Return Rel to Peer | -0.27 | -1.05 | 5.90 | -1.36 | -1.88 | -3.78 | 2.33 | -2.85 | -3.68 | 2.65 | -1.68 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 5.00 | 1.00 | 5.00 | 5.00 | 1.00 | 4.00 |
| % Dividends | 0.22 | 0.25 | 0.08 | 0.08 | 0.20 | 0.18 | 0.15 | 0.10 | 0.08 | 0.08 | 0.07 |
| % Yield | 2.50 | 3.66 | 1.04 | 0.89 | 2.28 | 2.05 | 1.70 | 1.22 | 0.94 | 0.98 | 0.89 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.03 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.30 | 0.39 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%