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FTSHX: FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA (MUTUAL FUND)
Basic Info 10.6 0.01(0.09%) June 05
| Asset Class: | Muni National Short |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 07/25/2003 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 2.19% |
| Expenses | 0.30% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.5 | 3.5 | 3.3 | 1.0 | 1.4 | 1.4 | 2.0 | 1.9 | 4.3 | 2.1 | 3.6 | -4.8 | 0.0 | 3.0 | 3.9 | 0.9 | 2.1 | -0.7 | 0.9 | 1.9 | -0.2 | 2.0 | 4.1 | 1.8 | 5.3 | 3.3 | 4.2 | 2.7 | 0.8 | 1.6 | 1.3 |
| Sharpe Ratio | NA | -0.79 | 0.62 | 0.02 | -0.84 | -0.15 | NA | NA | 0.42 | 0.72 | -0.97 | -0.05 | -3.02 | 0.02 | 0.63 | 2.32 | -0.59 | 1.28 | -0.77 | 0.86 | 1.99 | -0.15 | 1.96 | 3.57 | 1.32 | 3.42 | 1.0 | 0.85 | -0.54 | -1.05 | 0.31 | 1.35 |
| Draw Down(%) | NA | 1.5 | 1.5 | 2.0 | 7.7 | 7.7 | NA | NA | 7.7 | 2.0 | 1.1 | 2.2 | 7.1 | 0.9 | 7.2 | 1.0 | 0.8 | 1.3 | 2.6 | 1.5 | 0.7 | 2.2 | 0.7 | 1.2 | 1.5 | 1.0 | 3.5 | 0.6 | 0.7 | 1.2 | 3.0 | 0.8 |
| Standard Deviation(%) | NA | 1.6 | 1.3 | 1.8 | 1.8 | 2.0 | NA | NA | 1.7 | 2.0 | 1.6 | 1.9 | 2.1 | 0.9 | 4.3 | 1.0 | 0.9 | 1.1 | 1.2 | 1.0 | 0.9 | 1.3 | 1.0 | 1.1 | 1.3 | 1.5 | 2.3 | 1.2 | 1.4 | 1.4 | 1.9 | 1.7 |
| Treynor Ratio | NA | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | NA | NA | 0.0 | 0.01 | -0.02 | 0.0 | -0.04 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 | 0.0 | 0.02 | 0.03 | 0.01 | 0.04 | 0.02 | 0.01 | -0.01 | -0.01 | 0.0 | 0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.1 | 0.93 | 1.16 | 1.27 | 1.55 | NA | NA | 1.42 | 1.24 | 1.01 | 1.35 | 1.67 | 1.21 | 2.18 | 1.12 | 0.77 | 1.17 | 1.31 | 1.19 | 1.19 | 1.42 | 1.12 | 1.29 | 1.42 | 1.34 | 1.39 | 0.88 | 0.95 | 1.19 | 1.72 | 1.29 |
| RSquared | NA | 0.59 | 0.54 | 0.61 | 0.62 | 0.68 | NA | NA | 0.58 | 0.65 | 0.57 | 0.63 | 0.68 | 0.35 | 0.93 | 0.45 | 0.28 | 0.34 | 0.34 | 0.24 | 0.21 | 0.32 | 0.27 | 0.35 | 0.44 | 0.51 | 0.64 | 0.6 | 0.46 | 0.44 | 0.55 | 0.39 |
| Yield(%) | N/A | 0.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 2.1 | 1.8 | 1.5 | 1.0 | 1.0 | 1.3 | 1.7 | 1.2 | 1.3 | 1.2 | 1.4 | 1.6 | 1.6 | 1.6 | 2.0 | 2.0 | 2.5 | 2.9 | 2.9 | 2.7 | 2.5 | 2.5 | 1.4 |
| Dividend Growth(%) | N/A | -64.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 19.0 | 22.9 | 44.2 | -2.3 | -26.6 | -17.9 | 35.7 | -4.2 | 7.2 | -19.4 | -9.9 | -0.6 | 1.2 | -20.5 | -0.5 | -16.0 | -15.2 | 1.0 | 7.1 | 6.5 | 0.4 | 80.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1993
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See Muni National Short Asset Class Trend Rankings |
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