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Nasdaq - Delayed Quote USD

Fidelity Total Bond Fund (FBKWX)

9.57
+0.03
+(0.31%)
At close: 8:08:45 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.70%
5y Average Return 1.63%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Mar 31, 2025) 9.87%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 9.87%
Worst 3Y Total Return -2.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FBKWX
Category
YTD
2.85%
-0.61%
1-Month
2.15%
0.77%
3-Month
1.11%
1.99%
1-Year
6.77%
3.06%
3-Year
0.60%
5.69%
5-Year
0.96%
3.75%
10-Year
2.50%
3.84%
Last Bull Market
7.09%
4.61%
Last Bear Market
-6.09%
1.87%

Annual Total Return (%) History

Year
FBKWX
Category
2024
2.56%
--
2023
7.34%
--
2022
-12.83%
--
2021
0.08%
--
2020
9.44%
8.06%
2019
9.87%
8.94%
2018
-0.61%
-0.61%
2017
4.38%
4.27%

2016
5.85%
3.86%
2015
-0.34%
-0.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.21% 0.41% 5.17% -2.68%
2023 3.28% -0.11% -2.74% 6.98%
2022 -5.51% -6.09% -3.95% 2.27%
2021 -2.57% 2.19% 0.26% 0.26%
2020 -0.42% 5.91% 1.75% 1.99%
2019 3.89% 3.00% 2.13% 0.54%
2018 -1.23% -0.08% 0.26% 0.45%
2017 1.34% 1.33% 1.13% 0.52%
2016 3.15% 3.04% 1.72% -2.09%
2015 1.95% -1.42% -0.10% -0.74%

Rank in Category (By Total Return)

YTD 42
1-Month 47
3-Month 59
1-Year 33
3-Year 24
5-Year 15

Load Adjusted Returns

1-Year 6.77%
3-Year 0.60%
5-Year 0.96%
10-Year 2.50%

Performance & Risk

YTD Return 2.70%
5y Average Return 1.63%
Rank in Category (ytd) 42
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Fidelity Investments
Net Assets 38.95B
YTD Return 2.85%
Yield 4.51%
Morningstar Rating
Inception Date Jun 16, 2004

Fund Summary

The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. The Bloomberg U.S. Aggregate Bond Index as a guide in structuring the fund and selecting its investments. It may invest 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).

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