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FCTFX: FIDELITY CALIFORNIA MUNICIPAL INCOME FUND FIDELITY CALIFORNIA MUNICIPAL INCOME FUND (MUTUAL FUND)
Basic Info 11.95 0(0.0%) July 07
| Asset Class: | Muni California Long |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 03/27/1985 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 2.16% |
| Expenses | 0.55% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/27/1985 |
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 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | -0.8 | 0.8 | 2.4 | 0.2 | 1.9 | 3.0 | 3.2 | 5.3 | 0.9 | 6.3 | -9.1 | 1.1 | 4.1 | 7.6 | 0.2 | 5.8 | -0.1 | 3.5 | 10.6 | -1.7 | 8.5 | 11.2 | 2.8 | 11.7 | -5.6 | 2.9 | 4.7 | 3.6 | 4.9 | 5.0 | 7.7 | 4.6 | 12.6 | -2.5 | 5.9 | 9.8 | 4.8 | 19.2 | -8.8 | 13.5 | 8.8 | 10.2 | 7.0 | 9.7 | 11.8 | -4.1 | 17.1 | 14.3 |
| Sharpe Ratio | NA | -0.69 | -0.43 | -0.25 | -0.5 | 0.12 | NA | NA | 0.72 | -1.64 | 0.52 | -2.51 | 0.64 | 0.48 | 3.04 | -0.6 | 2.18 | -0.13 | 1.64 | 5.14 | -0.55 | 3.78 | 3.92 | 0.87 | 2.86 | -0.91 | -0.02 | 0.55 | 0.55 | 0.98 | 1.14 | 2.1 | 0.84 | 3.22 | -2.01 | 0.86 | 1.85 | 0.23 | 3.16 | -1.85 | 2.24 | 2.11 | 2.41 | 0.49 | 1.22 | 1.54 | -0.81 | 3.04 | 3.56 |
| Draw Down(%) | NA | 5.4 | 5.9 | 7.1 | 14.1 | 14.1 | NA | NA | 19.9 | 2.8 | 6.1 | 13.4 | 2.2 | 11.6 | 1.8 | 2.6 | 1.7 | 6.2 | 2.4 | 1.2 | 6.8 | 1.7 | 2.7 | 5.8 | 3.5 | 12.4 | 2.3 | 1.5 | 2.5 | 5.8 | 5.7 | 4.4 | 3.3 | 3.1 | 5.3 | 1.9 | 2.4 | 5.4 | 3.3 | 13.2 | 4.0 | 3.3 | 1.1 | 3.1 | 2.2 | 4.0 | 19.9 | 4.4 | 3.0 |
| Standard Deviation(%) | NA | 6.7 | 5.5 | 4.4 | 3.8 | 4.0 | NA | NA | 4.1 | 3.5 | 3.9 | 4.2 | 1.7 | 8.1 | 2.0 | 1.9 | 2.4 | 2.6 | 2.1 | 2.1 | 3.2 | 2.2 | 2.9 | 3.2 | 4.0 | 7.2 | 2.7 | 2.6 | 2.7 | 4.0 | 3.8 | 3.1 | 2.8 | 2.6 | 2.8 | 3.0 | 3.4 | 5.5 | 4.9 | 6.4 | 5.1 | 3.0 | 2.7 | 3.6 | 3.3 | 4.6 | 10.0 | 4.2 | 4.0 |
| Treynor Ratio | NA | -0.05 | -0.03 | -0.01 | -0.02 | 0.01 | NA | NA | 0.04 | -0.06 | 0.03 | -0.14 | 0.01 | 0.04 | 0.07 | -0.01 | 0.06 | 0.0 | 0.04 | 0.12 | -0.02 | 0.1 | 0.12 | 0.03 | 0.12 | -0.07 | 0.0 | 0.02 | 0.02 | 0.04 | 0.05 | 0.09 | 0.03 | 0.11 | -0.07 | 0.03 | 0.07 | 0.01 | 0.18 | -0.16 | 0.15 | 0.13 | 0.11 | 0.04 | 0.08 | 0.17 | -0.17 | 0.5 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | 0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | -0.02 | 0.04 | NA |
| Beta | NA | 0.92 | 0.93 | 0.85 | 0.83 | 0.86 | NA | NA | 0.73 | 0.88 | 0.81 | 0.75 | 0.78 | 0.91 | 0.89 | 0.81 | 0.83 | 0.75 | 0.81 | 0.86 | 0.78 | 0.85 | 0.91 | 0.88 | 0.93 | 0.95 | 0.83 | 0.89 | 0.84 | 0.89 | 0.8 | 0.76 | 0.78 | 0.74 | 0.83 | 0.79 | 0.87 | 0.85 | 0.87 | 0.75 | 0.76 | 0.47 | 0.6 | 0.43 | 0.47 | 0.43 | 0.48 | 0.25 | NA |
| RSquared | NA | 0.96 | 0.96 | 0.95 | 0.94 | 0.95 | NA | NA | 0.64 | 0.94 | 0.96 | 0.94 | 0.72 | 0.98 | 0.87 | 0.82 | 0.89 | 0.89 | 0.86 | 0.83 | 0.91 | 0.86 | 0.85 | 0.91 | 0.83 | 0.9 | 0.83 | 0.75 | 0.82 | 0.86 | 0.75 | 0.84 | 0.79 | 0.76 | 0.82 | 0.78 | 0.84 | 0.76 | 0.85 | 0.81 | 0.36 | 0.5 | 0.6 | 0.33 | 0.33 | 0.21 | 0.31 | 0.06 | 0.0 |
| Yield(%) | N/A | 0.9 | 2.2 | 2.3 | 2.1 | 2.6 | 3.2 | 3.3 | N/A | 2.1 | 2.5 | 2.1 | 2.0 | 2.5 | 3.0 | 2.5 | 3.6 | 3.1 | 3.3 | 3.8 | 3.6 | 3.8 | 4.3 | 3.9 | 4.6 | 4.1 | 4.5 | 4.9 | 4.7 | 5.3 | 5.6 | 4.2 | 4.5 | 5.0 | 5.2 | 4.8 | 5.1 | 5.1 | 6.0 | 6.8 | 8.4 | 6.4 | 6.6 | 6.7 | 6.9 | 7.1 | 6.5 | 7.4 | 7.6 |
| Dividend Growth(%) | N/A | -56.2 | 3.8 | -9.3 | -29.3 | -34.4 | -34.6 | -39.7 | N/A | -13.0 | 9.0 | 1.7 | -17.9 | -12.4 | 18.1 | -30.5 | 11.4 | -5.3 | -6.5 | -1.1 | -1.0 | -6.2 | 10.1 | -9.0 | 1.2 | -11.1 | -7.0 | 2.6 | -11.3 | -6.6 | 37.1 | -7.2 | -2.8 | -10.9 | 7.7 | 0.7 | -2.1 | -3.5 | -25.5 | -15.0 | 33.9 | -0.5 | -1.1 | -1.1 | 1.1 | -2.0 | -4.1 | 4.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/1985
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni California Long Asset Class Trend Rankings |
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