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FFXSX: FIDELITY LIMITED TERM GOVERNMENT FUND FIDELITY LIMITED TERM GOVERNMENT FUND (MUTUAL FUND)
Basic Info 9.62 0(0.0%) December 02
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (87%) |
Start Date: | 11/26/1986 |
Last Dividend Date: | 10/31/2024 |
12-Mo. Yield | 2.72% |
Expenses | 0.30% |
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Performance Analytics (As of 11/29/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/13/1988 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 2.9 | 4.6 | 0.1 | 0.6 | 0.9 | 1.1 | 2.0 | 4.0 | 4.1 | -6.2 | -1.4 | 3.9 | 3.8 | 1.2 | 0.5 | 0.2 | 0.5 | 1.3 | -0.3 | 0.9 | 2.9 | 3.7 | 1.9 | 7.7 | 7.3 | 3.7 | 1.2 | 1.3 | 1.7 | 7.0 | 8.3 | 9.0 | 2.0 | 6.9 | 6.9 | 4.7 | 12.4 | -0.8 | 5.8 | 6.3 | 12.8 | 9.3 | 10.8 | 6.5 | 5.6 | 0.7 |
Sharpe Ratio | NA | -1.34 | -0.69 | -1.09 | -0.63 | -0.29 | NA | NA | 0.72 | -0.03 | -2.1 | -1.02 | 2.07 | 1.18 | -0.11 | -0.11 | 0.02 | 0.29 | 0.91 | -0.27 | 0.89 | 1.76 | 1.73 | 0.64 | 1.69 | 1.73 | 0.2 | -0.56 | 0.14 | 0.37 | 2.05 | 1.81 | 1.8 | -0.44 | 1.32 | 1.26 | 0.36 | 2.82 | -1.08 | 1.67 | 1.23 | 3.25 | 1.38 | 1.61 | 0.58 | 0.57 | 2.45 |
Draw Down(%) | NA | 1.6 | 1.6 | 8.0 | 9.3 | 9.3 | NA | NA | 9.3 | 2.8 | 7.8 | 1.6 | 0.9 | 1.1 | 1.1 | 1.2 | 2.2 | 1.2 | 0.9 | 1.6 | 0.8 | 0.9 | 1.8 | 1.5 | 2.3 | 0.9 | 0.9 | 1.2 | 2.6 | 2.9 | 1.5 | 2.1 | 1.0 | 1.3 | 1.1 | 1.1 | 2.1 | 0.9 | 4.2 | 0.7 | 2.0 | 0.7 | 1.0 | 1.4 | 1.0 | 0.8 | 0.0 |
Standard Deviation(%) | NA | 2.8 | 2.8 | 3.5 | 2.9 | 2.4 | NA | NA | 2.6 | 4.1 | 3.6 | 1.4 | 1.8 | 2.0 | 1.4 | 1.4 | 1.7 | 1.8 | 1.4 | 1.2 | 1.0 | 1.6 | 2.1 | 2.8 | 4.0 | 2.5 | 2.0 | 1.7 | 2.4 | 2.8 | 2.9 | 3.3 | 2.7 | 2.7 | 2.7 | 2.7 | 3.3 | 3.1 | 3.5 | 2.2 | 3.2 | 2.8 | 2.9 | 3.2 | 3.2 | 2.7 | 1.8 |
Treynor Ratio | NA | -0.04 | -0.02 | -0.04 | -0.02 | -0.01 | NA | NA | 0.02 | 0.0 | -0.07 | -0.02 | 0.04 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.03 | 0.03 | 0.02 | 0.06 | 0.05 | 0.0 | -0.01 | 0.0 | 0.01 | 0.06 | 0.06 | 0.05 | -0.01 | 0.04 | 0.03 | 0.01 | 0.09 | -0.03 | 0.05 | 0.04 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | NA | NA | NA | NA | NA |
Beta | NA | 0.99 | 1.0 | 1.09 | 1.08 | 1.05 | NA | NA | 1.01 | 1.09 | 1.17 | 0.87 | 1.0 | 0.95 | 0.86 | 0.93 | 1.02 | 1.01 | 0.83 | 0.79 | 0.7 | 0.99 | 1.07 | 1.14 | 1.1 | 0.91 | 0.9 | 0.84 | 1.02 | 1.13 | 0.96 | 0.98 | 1.03 | 1.01 | 0.92 | 1.03 | 1.04 | 0.99 | 1.18 | 0.79 | 0.96 | 1.05 | NA | NA | NA | NA | NA |
RSquared | NA | 0.84 | 0.83 | 0.87 | 0.83 | 0.78 | NA | NA | 0.66 | 0.89 | 0.87 | 0.46 | 0.6 | 0.73 | 0.57 | 0.46 | 0.64 | 0.68 | 0.43 | 0.43 | 0.38 | 0.74 | 0.74 | 0.83 | 0.81 | 0.81 | 0.74 | 0.66 | 0.78 | 0.84 | 0.83 | 0.88 | 0.83 | 0.86 | 0.82 | 0.8 | 0.89 | 0.89 | 0.84 | 0.57 | 0.72 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.2 | 2.5 | 1.6 | 1.4 | 1.3 | 1.5 | 2.0 | N/A | 2.2 | 0.7 | 0.5 | 1.3 | 1.9 | 1.3 | 1.1 | 0.9 | 0.8 | 1.0 | 0.8 | 1.0 | 2.6 | 3.2 | 3.3 | 2.9 | 4.6 | 3.9 | 2.7 | 2.3 | 2.3 | 3.0 | 5.9 | 6.7 | 6.0 | 6.4 | 6.7 | 6.7 | 7.2 | 6.2 | 5.9 | 6.3 | 7.9 | 8.5 | 9.3 | 9.3 | 8.2 | 1.1 |
Dividend Growth(%) | N/A | -1.9 | 29.6 | 31.8 | 11.5 | -48.4 | -65.3 | N/A | N/A | 183.4 | 59.2 | -64.5 | -29.7 | 42.1 | 22.9 | 26.1 | 0.0 | -14.1 | 23.8 | -23.8 | -59.5 | -18.8 | -4.2 | 16.4 | -34.6 | 17.5 | 40.9 | 18.4 | -2.6 | -19.6 | -47.8 | -10.2 | 7.2 | -6.1 | -3.5 | -2.8 | -2.4 | 7.1 | 4.4 | -5.8 | -17.0 | -6.8 | -7.5 | -3.0 | 10.9 | 625.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/1988
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