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FCSTX: FIDELITY CALIFORNIA LIMITED TERM TAX-FREE BOND FUND FIDELITY CALIFORNIA LIMITED TERM TAX-FREE BOND F (MUTUAL FUND)
Basic Info 10.5 0(0.0%) June 05
| Asset Class: | Muni Single State Short |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 10/28/2005 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.31% |
| Expenses | 0.29% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/28/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.4 | 3.6 | 3.2 | 1.1 | 1.4 | 1.7 | 2.3 | 2.4 | 4.5 | 1.7 | 3.5 | -4.5 | 0.3 | 2.8 | 4.1 | 1.3 | 2.1 | -0.5 | 1.7 | 3.3 | 0.3 | 2.5 | 4.7 | 2.4 | 6.2 | 4.0 | 4.3 | 3.5 | 0.7 |
| Sharpe Ratio | NA | -1.02 | 0.84 | 0.08 | -0.73 | -0.1 | NA | NA | 0.62 | 0.71 | -1.0 | -0.06 | -2.74 | 0.23 | 0.54 | 2.41 | -0.11 | 1.2 | -0.48 | 1.59 | 3.06 | 0.18 | 2.17 | 3.69 | 1.5 | 3.23 | 1.15 | 0.76 | 0.05 | 0.96 |
| Draw Down(%) | NA | 1.9 | 1.9 | 2.2 | 7.4 | 7.5 | NA | NA | 7.5 | 2.2 | 1.5 | 2.8 | 6.9 | 0.9 | 7.5 | 1.0 | 0.8 | 1.4 | 2.9 | 1.1 | 0.7 | 2.5 | 0.8 | 1.1 | 2.0 | 1.5 | 4.1 | 0.8 | 0.9 | 0.3 |
| Standard Deviation(%) | NA | 1.7 | 1.5 | 2.0 | 2.0 | 2.2 | NA | NA | 1.9 | 2.3 | 1.9 | 2.1 | 2.2 | 1.0 | 4.6 | 1.1 | 1.1 | 1.2 | 1.4 | 1.1 | 1.1 | 1.5 | 1.1 | 1.3 | 1.6 | 1.9 | 2.6 | 1.5 | 1.6 | 1.3 |
| Treynor Ratio | NA | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.01 | 0.01 | -0.02 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | 0.03 | 0.01 | 0.04 | 0.02 | 0.01 | 0.0 | 0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.23 | 1.03 | 1.31 | 1.41 | 1.69 | NA | NA | 1.56 | 1.42 | 1.17 | 1.53 | 1.7 | 1.28 | 2.32 | 1.13 | 1.01 | 1.34 | 1.7 | 1.22 | 1.37 | 1.88 | 1.39 | 1.65 | 1.73 | 1.46 | 1.45 | 1.04 | 1.13 | 0.57 |
| RSquared | NA | 0.61 | 0.58 | 0.62 | 0.62 | 0.68 | NA | NA | 0.58 | 0.68 | 0.55 | 0.65 | 0.64 | 0.31 | 0.93 | 0.42 | 0.35 | 0.35 | 0.42 | 0.23 | 0.22 | 0.4 | 0.32 | 0.44 | 0.42 | 0.4 | 0.53 | 0.56 | 0.48 | 0.16 |
| Yield(%) | N/A | 0.8 | 2.1 | 2.0 | 1.6 | 1.6 | 1.8 | 2.2 | N/A | 2.2 | 2.0 | 1.7 | 1.2 | 1.3 | 1.5 | 1.8 | 1.7 | 1.5 | 1.7 | 1.8 | 1.9 | 2.2 | 2.2 | 2.6 | 2.6 | 2.8 | 3.0 | 3.4 | 3.2 | 0.3 |
| Dividend Growth(%) | N/A | -64.0 | 2.9 | 47.1 | 4.6 | -33.5 | N/A | N/A | N/A | 10.8 | 18.8 | 37.1 | -7.9 | -17.0 | -10.8 | 1.9 | 18.2 | -16.1 | -4.7 | -5.4 | -16.1 | 3.9 | -15.0 | -1.1 | -2.8 | -7.5 | -9.9 | 4.9 | 1024.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/28/2005
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