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Fidelity Intermediate Bond Fund FTHRX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FTHRX | Replication |
|---|---|---|
| Annualized growth | 0.9% | 1.1% |
| Annualized volatility | 3.8% | 3.7% |
| Sharpe ratio | 0.26 | 0.30 |
| Maximum drawdown | 11.6% | 10.9% |
| Replication fit (R²) | 0.98 · Tracking error 0.5% | |
Replication portfolio
The published portfolio below is the investable basket used to model FTHRX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VGIT | FI · Intermediate Gov | 30.3% |
| VCSH | FI · Short Corp | 28.3% |
| VGSH | FI · Short Gov | 24.4% |
| AGG | FI · Aggregate | 9.2% |
| VCIT | FI · IG Credit | 7.7% |