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FPXTX: FIDELITY PENNSYLVANIA MUNICIPAL INCOME FUND FIDELITY PENNSYLVANIA MUNICIPAL INCOME FUND (MUTUAL FUND)
Basic Info 10.57 0.01(0.09%) June 05
| Asset Class: | Muni Pennsylvania |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 08/28/1986 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.03% |
| Expenses | 0.49% |
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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 | Since 08/28/1986 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 1.0 | 6.4 | 3.8 | 0.6 | 2.0 | 3.0 | 3.4 | 4.8 | 4.0 | 1.8 | 6.4 | -9.8 | 2.2 | 4.2 | 7.7 | 0.8 | 5.1 | 0.3 | 3.3 | 9.3 | -2.5 | 7.1 | 9.8 | 3.0 | 9.7 | -0.8 | 3.8 | 4.0 | 2.7 | 4.3 | 5.1 | 9.3 | 5.0 | 11.0 | -1.8 | 5.9 | 8.7 | 4.0 | 17.4 | -7.9 | 11.8 | 9.1 | 12.5 | 7.2 | 9.8 | 14.2 | -5.7 | 4.0 |
| Sharpe Ratio | NA | -0.1 | 1.47 | 0.14 | -0.52 | 0.09 | NA | NA | 0.66 | 0.27 | -0.58 | 0.68 | -2.67 | 1.28 | 0.52 | 3.09 | -0.28 | 1.98 | 0.05 | 1.65 | 4.92 | -0.88 | 3.21 | 3.96 | 1.0 | 3.53 | -0.31 | 0.29 | 0.28 | 0.18 | 0.9 | 1.29 | 2.64 | 0.99 | 2.83 | -2.05 | 0.88 | 1.62 | 0.07 | 3.14 | -1.72 | 2.38 | 2.1 | 2.86 | 0.46 | 1.22 | 1.82 | -0.86 | 2.82 |
| Draw Down(%) | NA | 2.8 | 2.8 | 5.7 | 14.8 | 14.8 | NA | NA | 22.2 | 4.5 | 2.2 | 6.3 | 14.4 | 2.1 | 11.1 | 1.7 | 2.1 | 1.5 | 5.1 | 2.1 | 1.4 | 6.8 | 1.6 | 2.1 | 4.4 | 1.9 | 9.0 | 1.6 | 1.2 | 2.2 | 5.6 | 5.0 | 3.6 | 3.4 | 2.4 | 4.7 | 1.8 | 2.3 | 4.9 | 2.5 | 11.6 | 2.8 | 2.8 | 1.8 | 3.1 | 2.3 | 4.1 | 22.2 | 1.3 |
| Standard Deviation(%) | NA | 2.9 | 2.5 | 3.7 | 3.7 | 3.8 | NA | NA | 3.9 | 4.2 | 3.1 | 4.1 | 4.2 | 1.7 | 7.7 | 2.0 | 1.9 | 2.3 | 2.3 | 2.0 | 1.9 | 2.9 | 2.2 | 2.5 | 2.9 | 2.7 | 5.6 | 2.2 | 2.2 | 2.5 | 3.7 | 3.4 | 3.1 | 2.6 | 2.4 | 2.5 | 2.7 | 3.1 | 4.9 | 4.3 | 6.4 | 4.0 | 3.1 | 3.0 | 3.7 | 3.2 | 5.1 | 11.5 | 2.9 |
| Treynor Ratio | NA | 0.0 | 0.05 | 0.01 | -0.02 | 0.0 | NA | NA | 0.03 | 0.01 | -0.02 | 0.03 | -0.14 | 0.02 | 0.04 | 0.07 | -0.01 | 0.06 | 0.0 | 0.04 | 0.11 | -0.03 | 0.08 | 0.11 | 0.03 | 0.12 | -0.02 | 0.01 | 0.01 | 0.01 | 0.04 | 0.05 | 0.1 | 0.03 | 0.09 | -0.07 | 0.03 | 0.06 | 0.0 | 0.14 | -0.13 | 0.09 | 0.12 | 0.11 | 0.03 | 0.08 | 0.15 | -0.16 | 0.37 |
| 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 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.02 | 0.03 |
| Beta | NA | 0.82 | 0.79 | 0.79 | 0.8 | 0.84 | NA | NA | 0.78 | 0.76 | 0.81 | 0.84 | 0.8 | 0.88 | 0.92 | 0.84 | 0.8 | 0.81 | 0.74 | 0.82 | 0.82 | 0.75 | 0.91 | 0.86 | 0.84 | 0.77 | 0.86 | 0.69 | 0.76 | 0.84 | 0.88 | 0.82 | 0.82 | 0.77 | 0.75 | 0.79 | 0.84 | 0.9 | 0.97 | 0.94 | 0.85 | 1.01 | 0.54 | 0.78 | 0.51 | 0.46 | 0.61 | 0.62 | 0.22 |
| RSquared | NA | 0.91 | 0.87 | 0.95 | 0.95 | 0.95 | NA | NA | 0.66 | 0.95 | 0.95 | 0.96 | 0.95 | 0.81 | 0.98 | 0.85 | 0.86 | 0.84 | 0.89 | 0.84 | 0.79 | 0.88 | 0.82 | 0.88 | 0.68 | 0.8 | 0.88 | 0.85 | 0.84 | 0.87 | 0.87 | 0.89 | 0.87 | 0.85 | 0.79 | 0.79 | 0.82 | 0.81 | 0.88 | 0.84 | 0.75 | 0.64 | 0.53 | 0.7 | 0.31 | 0.32 | 0.22 | 0.27 | 0.05 |
| Yield(%) | N/A | 0.9 | 2.8 | 2.8 | 2.3 | 2.7 | 3.2 | 3.5 | N/A | 2.9 | 2.8 | 2.7 | 2.0 | 2.2 | 2.4 | 3.3 | 3.1 | 3.2 | 3.4 | 3.5 | 3.9 | 3.6 | 3.7 | 4.0 | 5.5 | 4.0 | 4.1 | 4.1 | 4.1 | 4.6 | 4.6 | 5.1 | 5.0 | 4.9 | 4.9 | 5.3 | 5.5 | 5.4 | 5.5 | 6.1 | 5.9 | 6.4 | 6.7 | 7.1 | 7.1 | 7.1 | 7.3 | 6.7 | 2.7 |
| Dividend Growth(%) | N/A | -67.5 | -5.3 | 16.4 | -18.3 | -30.3 | -34.6 | N/A | N/A | 3.1 | 6.0 | 21.0 | -7.3 | -8.4 | -24.6 | 4.2 | 0.4 | -9.5 | -4.0 | -4.5 | 0.7 | 0.7 | -0.7 | -29.8 | 46.1 | -7.5 | -1.8 | 0.4 | -13.1 | 1.4 | -10.5 | 5.4 | 1.9 | 5.8 | -14.3 | -3.5 | 5.8 | -4.1 | 0.2 | -9.4 | -4.4 | -1.9 | -1.1 | 0.0 | 3.2 | 3.0 | -5.0 | 156.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/1986
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni Pennsylvania Asset Class Trend Rankings |
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