Page 401 - DCAC February 2024 Files
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10.0 (68) (62) (46) (44)
Standard Deviation 6.11 6.11 6.46 2016 3 Years Ending Dec-2017
7.5 2.51 2.65 2.90 2.21 2.24 2.16
5.0 Return 1.06 1.10 1.19 (56) (54) (52) (47)
(5 YEARS*) 2.5 0.0 Risk (Standard Deviation %) Bloomberg Aggregate Idx 2017 3.49 3.54 3.60 3 Years Ending Dec-2018 2.00 2.06 2.01
RISK VS. RETURN 3.6 2.7 1.8 0.9 0.0 -0.9 -1.8 -2.5 Fidelity US Bond Ix Median 2018 (18) 0.03 (18) 0.01 -0.62 3 Years Ending Dec-2019 (47) 3.94 (41) 4.03 3.91
Return (%)
(65) (53) (52) (53)
2019 Years Ending Dec-2020
(49) (46) 8.48 8.72 8.76 3 5.37 5.34 5.39
10 Years 1.78 1.81 1.77
(54) (50) (62) (73) (74) (71)
Years 2020 3 Years Ending Dec-2021
7 1.26 1.29 1.29 7.80 7.51 8.16 4.72 4.79 5.17
(61) (58)
Years (73) (60)
5 1.06 1.10 1.19 2021 3 Years Ending Dec-2022 (51) (50)
(47) (38) -1.79 -1.55 -1.33 -2.72 -2.71 -2.72
PEER GROUP ANALYSIS - IM U.S. Broad Market Core Fixed Income (MF)
3 Years -3.40 -3.31 -3.44 (22) (22)
(63) (65) 2022 -13.04 -13.01 -13.66 3 Years Ending Dec-2023 (47) -3.40 (38) -3.31 -3.44 70
1 Year 5.55 5.53 5.77
Year To Date (63) 5.55 (65) 5.53 5.77
Last Quarter (69) 6.63 (46) 6.82 6.77 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
11.0 8.0 5.0 2.0 Return -1.0 -4.0 -7.0 IM U.S. Broad Market Core Fixed Income (MF) Median IM U.S. Broad Market Core Fixed Income (MF) Median
Fidelity US Bond Ix Bloomberg Aggregate Idx Median Fidelity US Bond Ix Blmbg. U.S. Aggregate Index Fidelity US Bond Ix Blmbg. U.S. Aggregate Index
Fidelity US Bond Ix 12/31/23 FUND INFORMATION Fidelity Investments Fund Family : 05/04/2011 Fund Inception : Bettencourt/Munclinge Portfolio r Manager : $58,206 Million Total Assets : 34% Turnover : Investment Strategy: The Fund seeks to provide investment results that correspond to the performance of the Bloomberg Aggregate Bond Index. By prospectus, the Fund's broad sector exposures are managed within a +/-

