Fidelity Spartan� Short-Term Treasury Bond Index Fund Fidelity Advantage Class

 (MUTF:FSBAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.19%  
1 week
   
-0.27%  
4 week   +0.45%
   
3 month   +0.59%
   
YTD   +1.20%
   
1 year   +0.79%
   
3 years*   +0.74%
   
5 years*   +1.69%
   
*annualized
Best 3 month return+4.60%  
Worst 3 month return-1.55%  

Morningstar statistics

Morningstar category: Short Government
  Return Risk Rating
3 years Average Average
5 years Above Average Above Average
10 years     -     - -
Overall Above Average Above Average

Key statistics

Total assets774.48M 
Front load-  
Deferred load-  
Expense ratio0.10%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash3.13%  
Stocks0.00%  
Bonds96.87%  
Other0.00%  

Purchase information

Initial$10,000  
AIP Initial$10,000  
10.470.00(0.00%)
Oct 30, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks a high level of current income in a manner consistent with preservation of capital. The fund normally invests at least 80% of assets in securities included in the Barclays� U.S. 1-5 Year Treasury Bond Index. It normally maintains a dollar-weighted average maturity of three years or less. The fund uses statistical sampling techniques based on duration, maturity, interest rate sensitivity, security structure, and credit quality to attempt to replicate the returns of the Barclays U.S. 1-5 Year Treasury Bond Index using a smaller number of securities.
Fund filings (PDF) »
Asset managers:
Brandon Bettencourt (Started: May 19, 2014)
Alan Bembenek (Started: Mar 1, 2012)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.99 -0.29 -0.37     -
Beta* 0.38 0.32 0.47     -
Mean annual return 0.04 0.04 0.13     -
R-squared* 82.83 76.51 75.92     -
Standard deviation 1.07 0.96 1.52     -
Sharpe ratio 0.44 0.48 0.99     -
* Against standard index

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