FTHRX Performance — Fidelity Intermediate Bond Fund
Data updated: 2026-07-24
FTHRX returned +0.25% year to date and +4.03% over one year to May 2026. Annualised returns are +4.46% over 3 years and +1.19% over 5 years. The fund trailed its Short-Term Core Bond category average: $100 invested three years ago grew to $114, against $119 for the category, and to $104 over one year, against $105. Volatility over the past three years was 3.44% a year. In the 12 months to May 2026 the fund took in a net $669.8M, and assets reached $4.86B.
FTHRX Growth of $100
What $100 invested in Fidelity Intermediate Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Core Bond category average over the same months.
| Period | FTHRX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $104 | $105 |
| 3 years (Jun 2023 – May 2026) | $114 | $119 |
| 5 years (Jun 2021 – May 2026) | $106 | $113 |
| Since data start (Sep 2019 – May 2026) | $113 | $121 |
FTHRX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.25% |
| 1 year | +4.03% |
| 3 years (annualised) | +4.46% |
| 5 years (annualised) | +1.19% |
FTHRX Annual Returns
Calendar-year total returns of Fidelity Intermediate Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +0.25% |
| 2025 | +6.87% |
| 2024 | +3.25% |
| 2023 | +5.54% |
| 2022 | −8.73% |
| 2021 | −1.33% |
| 2020 | +7.21% |
| 2019 (Sep–Dec) | +0.03% |
FTHRX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.1% | +1.1% | −1.3% | +0.2% | +0.1% | — | — | — | — | — | — | — |
| 2025 | +0.6% | +1.5% | +0.3% | +0.9% | −0.3% | +1.2% | −0.2% | +1.3% | +0.4% | +0.4% | +0.7% | 0.0% |
| 2024 | +0.4% | −0.9% | +0.7% | −1.3% | +1.1% | +0.8% | +1.9% | +1.2% | +1.1% | −1.6% | +0.7% | −0.8% |
| 2023 | +2.2% | −1.7% | +1.8% | +0.7% | −0.7% | −0.7% | +0.4% | 0.0% | −1.1% | −0.5% | +2.6% | +2.3% |
| 2022 | −1.3% | −0.8% | −2.6% | −2.0% | +0.4% | −1.2% | +1.7% | −1.9% | −2.8% | −0.6% | +2.2% | −0.2% |
| 2021 | −0.2% | −0.8% | −0.8% | +0.6% | +0.3% | +0.2% | +0.7% | −0.1% | −0.6% | −0.5% | 0.0% | −0.1% |
| 2020 | +1.7% | +1.2% | −2.5% | +2.3% | +1.2% | +1.1% | +1.1% | 0.0% | 0.0% | −0.1% | +0.7% | +0.4% |
| 2019 | — | — | — | — | — | — | — | — | −0.3% | +0.5% | −0.2% | 0.0% |
FTHRX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 3.44%
- 3-year Sharpe ratio: -0.01 (vs 4.5% risk-free rate)
- Best month: +2.65% (Nov 2023)
- Worst month: −1.55% (Oct 2024)
FTHRX Fund Flows
Monthly money in and out of Fidelity Intermediate Bond Fund, from SEC Form N-PORT.
- 12-month net flow: $669.8M
- 12-month gross sales (incl. reinvestments): $2.0B
- Sales ÷ redemptions: 1.52×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $125.7M | $130.2M | −$4.5M |
| Apr 2026 | $126.1M | $223.9M | −$97.9M |
| Mar 2026 | $170.8M | $104.5M | $66.3M |
| Feb 2026 | $194.8M | $89.4M | $105.4M |
| Jan 2026 | $264.5M | $138.2M | $126.3M |
| Dec 2025 | $190.9M | $98.6M | $92.4M |
| Nov 2025 | $113.1M | $83.0M | $30.1M |
| Oct 2025 | $185.8M | $88.9M | $96.8M |
| Sep 2025 | $188.0M | $94.6M | $93.4M |
| Aug 2025 | $134.6M | $62.1M | $72.5M |
| Jul 2025 | $135.0M | $80.6M | $54.5M |
| Jun 2025 | $138.4M | $103.9M | $34.5M |
FTHRX Assets Under Management
Net assets of Fidelity Intermediate Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $4.86B |
| 2026-02-28 | $4.99B |
| 2025-11-30 | $4.65B |
| 2025-08-31 | $4.40B |
| 2025-05-31 | $4.18B |
| 2025-02-28 | $3.90B |
| 2024-11-30 | $3.65B |
| 2024-08-31 | $3.76B |
| 2024-05-31 | $3.73B |
| 2024-02-29 | $3.56B |
| 2023-11-30 | $3.31B |
| 2023-08-31 | $2.78B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.