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FEMIX: FIDELITY NEW YORK MUNICIPAL INCOME FUND FIDELITY ADVISOR NEW YORK MUNICIPAL INCOME FUND: CLASS I (MUTUAL FUND)
Basic Info 12.48 0.02(0.16%) June 05
| Asset Class: | Muni New York Long |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 08/29/2002 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.97% |
| Expenses | 0.78% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 1.4 | 7.3 | 3.8 | 0.5 | 1.8 | 2.8 | 3.2 | 3.2 | 4.0 | 1.4 | 7.4 | -10.7 | 1.9 | 3.5 | 7.7 | 0.4 | 5.2 | 0.0 | 3.6 | 9.4 | -3.0 | 6.5 | 9.5 | 2.0 | 12.1 | -2.5 | 3.3 | 4.6 | 3.1 | 4.3 | 3.0 | -0.3 |
| Sharpe Ratio | NA | 0.26 | 1.57 | 0.12 | -0.47 | 0.04 | NA | NA | 0.51 | 0.21 | -0.56 | 0.86 | -2.64 | 0.99 | 0.39 | 3.04 | -0.5 | 2.0 | -0.07 | 1.74 | 4.72 | -0.96 | 2.97 | 3.38 | 0.66 | 2.96 | -0.44 | 0.07 | 0.47 | 0.3 | 0.86 | 0.65 | -0.42 |
| Draw Down(%) | NA | 3.3 | 3.3 | 6.5 | 16.4 | 16.4 | NA | NA | 16.4 | 5.7 | 3.0 | 6.7 | 15.5 | 2.4 | 12.0 | 1.9 | 2.4 | 1.7 | 6.0 | 2.1 | 1.4 | 7.4 | 1.9 | 2.9 | 5.3 | 3.2 | 12.1 | 2.0 | 1.5 | 2.5 | 5.7 | 5.9 | 3.8 |
| Standard Deviation(%) | NA | 3.5 | 3.0 | 4.5 | 4.3 | 4.2 | NA | NA | 3.9 | 5.3 | 3.9 | 4.4 | 4.6 | 1.9 | 8.3 | 2.1 | 1.9 | 2.3 | 2.6 | 2.0 | 2.0 | 3.2 | 2.2 | 2.8 | 2.9 | 4.1 | 7.8 | 2.6 | 2.5 | 2.7 | 3.9 | 3.6 | 4.5 |
| Treynor Ratio | NA | 0.01 | 0.05 | 0.01 | -0.02 | 0.0 | NA | NA | 0.02 | 0.01 | -0.02 | 0.04 | -0.15 | 0.02 | 0.03 | 0.07 | -0.01 | 0.05 | 0.0 | 0.04 | 0.11 | -0.04 | 0.08 | 0.1 | 0.02 | 0.12 | -0.03 | 0.0 | 0.01 | 0.01 | 0.04 | 0.03 | -0.03 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 |
| Beta | NA | 0.94 | 0.9 | 0.91 | 0.87 | 0.9 | NA | NA | 0.9 | 0.9 | 0.94 | 0.87 | 0.8 | 0.92 | 0.96 | 0.89 | 0.87 | 0.86 | 0.78 | 0.82 | 0.84 | 0.83 | 0.86 | 0.96 | 0.93 | 0.96 | 1.01 | 0.82 | 0.83 | 0.81 | 0.85 | 0.77 | 0.7 |
| RSquared | NA | 0.93 | 0.92 | 0.96 | 0.95 | 0.95 | NA | NA | 0.9 | 0.97 | 0.95 | 0.96 | 0.94 | 0.78 | 0.99 | 0.89 | 0.85 | 0.86 | 0.87 | 0.84 | 0.83 | 0.9 | 0.82 | 0.86 | 0.9 | 0.76 | 0.91 | 0.88 | 0.9 | 0.91 | 0.88 | 0.83 | 0.61 |
| Yield(%) | N/A | 1.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.8 | 2.7 | 2.7 | 1.9 | 2.1 | 2.3 | 2.9 | 2.9 | 3.6 | 3.7 | 4.0 | 3.6 | 3.3 | 3.5 | 4.1 | 3.5 | 4.1 | 3.9 | 4.0 | 4.7 | 4.8 | 5.3 | 3.9 | 0.0 |
| Dividend Growth(%) | N/A | -65.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.9 | 4.8 | 21.0 | -7.0 | -6.9 | -19.4 | -0.4 | -19.2 | -7.1 | -6.0 | 17.5 | 1.6 | -2.0 | -11.0 | 14.7 | -7.4 | -1.2 | -4.3 | -14.3 | -5.1 | -10.2 | 35.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/22/2002
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See Muni New York Long Asset Class Trend Rankings |
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