Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) | 0.74% | 3.71% | 3.55% | 1.31% | 1.63% | 1.66% | 2.22% | … | … |
Data as of 06/05/2026, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) | 07/24/2003 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | 0.09 | 3.71 | 3.55 | 1.31 | 1.63 | 1.66 | 2.22 | … | … | 0.74 | 4.49 | 2.35 | 3.94 | -4.65 | 0.33 | 3.28 | 4.11 | 1.29 | 2.18 | -0.41 | 1.02 | 2.12 | 0.14 | 2.10 | 4.29 | 1.89 | 5.62 | 3.40 | 4.40 | 2.94 | 1.14 | 1.64 | 1.49 |
| Sharpe Ratio | NA | 0.76 | 0.16 | -0.67 | -0.01 | NA | NA | … | … | -0.49 | 0.78 | -0.77 | 0.15 | -2.87 | 0.33 | 0.71 | 2.37 | -0.11 | 1.41 | -0.51 | 0.98 | 2.22 | 0.08 | 2.18 | 3.53 | 1.41 | 3.55 | 1.05 | 0.96 | -0.35 | -0.78 | 0.33 | 1.56 |
| Standard Deviation(%) | NA | 1.39 | 1.83 | 1.84 | 2.00 | NA | NA | … | … | 1.61 | 2.07 | 1.65 | 1.95 | 2.12 | 0.93 | 4.27 | 1.12 | 0.88 | 1.08 | 1.22 | 1.01 | 0.95 | 1.27 | 0.95 | 1.21 | 1.27 | 1.55 | 2.30 | 1.31 | 1.35 | 1.44 | 1.96 | 1.77 |
| Draw Down(%) | NA | 1.58 | 2.00 | 7.47 | 7.47 | NA | NA | … | … | 1.58 | 2.00 | 1.06 | 2.06 | 6.98 | 0.92 | 7.09 | 0.98 | 0.77 | 1.20 | 2.54 | 1.32 | 0.65 | 2.06 | 0.83 | 1.13 | 1.41 | 1.03 | 3.48 | 0.62 | 0.69 | 1.24 | 2.99 | 0.94 |
| Yield(%) | 0.00 | 2.25 | 2.12 | 1.69 | 1.65 | 1.69 | 2.05 | … | … | 0.83 | 2.32 | 2.03 | 1.73 | 1.20 | 1.25 | 1.62 | 1.89 | 1.56 | 1.50 | 1.39 | 1.66 | 1.83 | 1.80 | 1.81 | 2.26 | 2.08 | 2.76 | 3.16 | 3.15 | 2.99 | 2.76 | 2.66 | 1.49 |
Data as of 06/05/2026, Common starting date is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) |
-1.20%
Sep 2020 – Sep 2023 |
0.30%
Oct 2017 – Oct 2022 |
0.69%
Oct 2012 – Oct 2022 |
1.57%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) |
4.82%
Aug 2007 – Aug 2010 |
4.05%
Jan 2007 – Jan 2012 |
2.98%
May 2004 – May 2014 |
2.56%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison Chart