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FCSTX: FIDELITY CALIFORNIA LIMITED TERM TAX-FREE BOND FUND FIDELITY CALIFORNIA LIMITED TERM TAX-FREE BOND FUND (MUTUAL FUND)
Basic Info 10.27 0(0.0%) March 28
Asset Class: | Muni Single State Short |
MyPlanIQ Rating: | (100%) |
Start Date: | 10/28/2005 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 1.74% |
Expenses | 0.29% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/01/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -0.4 | 2.0 | 0.3 | 1.2 | 1.4 | 2.0 | 2.4 | 3.8 | -3.3 | 0.6 | 2.9 | 4.1 | 1.3 | 2.1 | -0.5 | 1.7 | 3.3 | 0.3 | 2.5 | 4.7 | 2.4 | 6.2 | 4.0 | 4.3 | 3.5 | 0.7 |
Sharpe Ratio | NA | -3.29 | -0.93 | -0.96 | -0.12 | 0.21 | NA | 0.75 | -0.23 | -2.07 | 0.6 | 0.59 | 2.47 | -0.04 | 1.23 | -0.47 | 1.59 | 3.06 | 0.18 | 2.18 | 3.69 | 1.5 | 3.24 | 1.16 | 0.87 | 0.15 | 1.1 |
Draw Down(%) | NA | 0.8 | 2.8 | 6.0 | 7.5 | 7.5 | NA | 7.5 | 2.8 | 5.9 | 0.9 | 7.5 | 1.0 | 0.8 | 1.4 | 2.9 | 1.1 | 0.7 | 2.5 | 0.8 | 1.1 | 2.0 | 1.5 | 4.1 | 0.8 | 0.9 | 0.3 |
Standard Deviation(%) | NA | 1.6 | 2.0 | 1.9 | 2.6 | 2.0 | NA | 1.9 | 2.1 | 2.3 | 1.0 | 4.6 | 1.1 | 1.1 | 1.2 | 1.4 | 1.1 | 1.1 | 1.5 | 1.1 | 1.3 | 1.6 | 1.9 | 2.6 | 1.5 | 1.6 | 1.3 |
Treynor Ratio | NA | -0.05 | -0.01 | -0.01 | 0.0 | 0.0 | NA | 0.01 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | 0.03 | 0.01 | 0.04 | 0.02 | 0.01 | 0.0 | 0.03 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.12 | 1.38 | 1.59 | 1.97 | 1.85 | NA | 1.63 | 1.55 | 1.83 | 1.37 | 2.32 | 1.13 | 1.01 | 1.34 | 1.7 | 1.22 | 1.37 | 1.88 | 1.39 | 1.65 | 1.73 | 1.46 | 1.45 | 1.04 | 1.13 | 0.57 |
RSquared | NA | 0.61 | 0.64 | 0.63 | 0.78 | 0.69 | NA | 0.58 | 0.66 | 0.67 | 0.31 | 0.92 | 0.42 | 0.35 | 0.35 | 0.42 | 0.23 | 0.22 | 0.4 | 0.32 | 0.44 | 0.42 | 0.4 | 0.53 | 0.56 | 0.48 | 0.16 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2005
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