Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIWAX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) | 0.65% | 3.66% | 3.49% | 1.27% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIWAX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) | 10/05/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 3.66 | 3.49 | 1.27 | NA | NA | NA | … | … | 0.65 | 4.55 | 2.21 | 3.99 | -4.60 | 0.40 | 3.34 | 4.23 | 1.30 |
| Sharpe Ratio | NA | 0.77 | 0.15 | -0.65 | NA | NA | NA | … | … | -0.44 | 0.81 | -0.85 | 0.17 | -2.84 | 0.39 | 0.72 | 2.62 | 4.45 |
| Standard Deviation(%) | NA | 1.44 | 1.85 | 1.86 | NA | NA | NA | … | … | 1.70 | 2.07 | 1.67 | 1.97 | 2.13 | 0.95 | 4.26 | 1.05 | 0.92 |
| Draw Down(%) | NA | 1.58 | 2.00 | 7.32 | NA | NA | NA | … | … | 1.58 | 2.00 | 1.09 | 2.15 | 6.94 | 0.92 | 7.09 | 0.97 | 0.10 |
| Yield(%) | 0.00 | 2.29 | 2.16 | 1.76 | 1.41 | 0.94 | 0.71 | … | … | 0.84 | 2.39 | 2.06 | 1.77 | 1.36 | 1.34 | 1.78 | 2.00 | 0.43 |
Data as of 06/10/2026, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIWAX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) |
-1.15%
Sep 2020 – Sep 2023 |
0.80%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIWAX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) |
4.17%
Oct 2022 – Oct 2025 |
1.61%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart