Fidelity Short Term Funds Summary Page
for period ending May 31, 2025
More ways to view this list of Fidelity funds:
by Category: Balanced, Digital Assets, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Small-Mid Cap, Target Date, Target Risk, Tax Exempt, Thematic
In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Fidelity funds.
Sort any column by clicking the heading in the gray row. Click any Fidelity fund name below for full details.
Maximum Drawdown vs. Annual Return
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Fidelity Funds: Short Term
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
| Total Return, annualized % | Max DrawDown | |||||||||||
| Fidelity Fund Name | ID | Peer Group | 1 month | YTD | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | 15 year | 20 year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Total Bond Market | BND | Benchmark | -0.7% | 2.5% | 5.4% | * | * | * | * | * | * | * |
| S&P 500 | SPY | Benchmark | 6.3% | 0.9% | 13.2% | * | * | * | * | * | * | * |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 3.5% | 1.3% | 10.0% | * | * | * | * | * | * | * |
| Low Duration Bond ETF | FLDB | Fixed Income | 0.3% | 1.8% | 4.8% | * | * | * | * | * | * | * |
| Low Duration Bond Factor ETF | FLDR | Fixed Income | 0.5% | 2.1% | 5.4% | * | * | * | * | * | * | * |
| Limited Term Bond ETF | FLTB | Fixed Income | 0.0% | 2.8% | 6.9% | * | * | * | * | * | * | * |
| Sustainable Low Dur Bond ETF | FSLD | Fixed Income | 0.3% | 1.3% | 4.7% | * | * | * | * | * | * | * |
| Sustainable Low Duration Bond | FAPGX | Fixed Income | 0.3% | 1.8% | 3.3% | * | * | * | * | * | * | * |
| Conservative Income Bond | FCNVX | Fixed Income | 0.4% | 1.9% | 5.2% | * | * | * | * | * | * | * |
| Floating Rate High Income | FFRHX | Fixed Income | 1.8% | 2.0% | 6.0% | * | * | * | * | * | * | * |
| Limited Term Government | FFXSX | Fixed Income | -0.3% | 2.6% | 5.4% | * | * | * | * | * | * | * |
| Limited Term Bond | FJRLX | Fixed Income | 0.2% | 2.8% | 6.5% | * | * | * | * | * | * | * |
| Short-Term Bond Index | FNSOX | Fixed Income | -0.3% | 2.6% | 5.3% | * | * | * | * | * | * | * |
| Short Duration High Income | FSAHX | Fixed Income | 1.3% | 1.8% | 6.0% | * | * | * | * | * | * | * |
| Short-Term Bond | FSHBX | Fixed Income | 0.0% | 2.4% | 5.6% | * | * | * | * | * | * | * |
| Short-Term Treas Bond Index | FUMBX | Fixed Income | -0.4% | 2.7% | 5.1% | * | * | * | * | * | * | * |