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FNJHX: FIDELITY NEW JERSEY MUNICIPAL INCOME FUND FIDELITY NEW JERSEY MUNICIPAL INCOME FUND (MUTUAL FUND)
Basic Info 11.42 0(0.0%) April 26
Asset Class: | Muni New Jersey |
MyPlanIQ Rating: | (90%) |
Start Date: | 01/28/1988 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.74% |
Expenses | 0.48% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/25/1988 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | -1.7 | 2.9 | -0.8 | 1.7 | 2.6 | 3.4 | 3.5 | 5.0 | 8.1 | -9.2 | 2.4 | 5.3 | 8.4 | 1.5 | 6.6 | -0.3 | 2.0 | 9.0 | -2.9 | 6.4 | 9.7 | 2.1 | 11.8 | -3.0 | 3.7 | 4.6 | 3.4 | 3.9 | 5.4 | 10.0 | 4.6 | 11.4 | -1.5 | 5.8 | 8.7 | 3.8 | 15.3 | -5.7 | 11.6 | 7.2 | 11.5 | 7.2 | 9.5 | 7.9 |
Sharpe Ratio | NA | -3.16 | -0.23 | -0.81 | 0.03 | 0.41 | NA | NA | 0.8 | 0.94 | -2.3 | 1.38 | 0.62 | 3.43 | 0.07 | 2.35 | -0.16 | 0.78 | 3.63 | -0.95 | 2.58 | 3.51 | 0.72 | 3.07 | -0.63 | 0.26 | 0.54 | 0.42 | 0.76 | 1.27 | 2.7 | 0.83 | 2.54 | -1.97 | 0.94 | 1.75 | 0.06 | 2.86 | -1.47 | 2.48 | 1.31 | 2.64 | 0.5 | 1.04 | 0.77 |
Draw Down(%) | NA | 1.9 | 5.4 | 14.2 | 14.2 | 14.2 | NA | NA | 14.2 | 5.8 | 13.8 | 2.4 | 12.4 | 1.8 | 2.2 | 1.6 | 6.1 | 3.9 | 1.9 | 7.1 | 2.0 | 2.5 | 5.1 | 3.0 | 10.5 | 2.3 | 1.6 | 2.7 | 6.0 | 5.7 | 4.0 | 3.5 | 2.8 | 3.9 | 1.6 | 2.0 | 4.4 | 2.4 | 11.1 | 3.1 | 3.8 | 1.4 | 3.7 | 2.7 | 4.4 |
Standard Deviation(%) | NA | 2.8 | 3.9 | 3.8 | 4.8 | 3.8 | NA | NA | 3.7 | 4.1 | 4.6 | 1.7 | 8.2 | 2.1 | 2.0 | 2.6 | 3.0 | 2.5 | 2.5 | 3.1 | 2.5 | 2.8 | 2.8 | 3.8 | 6.2 | 2.5 | 2.5 | 2.9 | 3.9 | 3.7 | 3.3 | 2.7 | 2.9 | 2.4 | 2.7 | 3.0 | 4.7 | 4.0 | 5.9 | 3.8 | 3.6 | 2.9 | 3.7 | 3.7 | 4.9 |
Treynor Ratio | NA | -0.11 | -0.01 | -0.04 | 0.0 | 0.02 | NA | NA | 0.04 | 0.05 | -0.13 | 0.03 | 0.06 | 0.08 | 0.0 | 0.07 | -0.01 | 0.02 | 0.09 | -0.04 | 0.07 | 0.1 | 0.02 | 0.12 | -0.04 | 0.01 | 0.02 | 0.01 | 0.03 | 0.05 | 0.1 | 0.03 | 0.08 | -0.06 | 0.03 | 0.06 | 0.0 | 0.14 | -0.11 | 0.11 | 0.07 | 0.11 | 0.04 | 0.07 | 0.06 |
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 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.81 | 0.82 | 0.83 | 0.88 | 0.87 | NA | NA | 0.84 | 0.82 | 0.83 | 0.86 | 0.92 | 0.88 | 0.8 | 0.85 | 0.8 | 0.9 | 0.95 | 0.8 | 0.91 | 0.96 | 0.87 | 0.97 | 0.97 | 0.76 | 0.85 | 0.9 | 0.9 | 0.89 | 0.9 | 0.84 | 0.88 | 0.74 | 0.8 | 0.84 | 0.88 | 0.82 | 0.82 | 0.89 | 0.65 | 0.69 | 0.54 | 0.54 | 0.63 |
RSquared | NA | 0.9 | 0.95 | 0.93 | 0.94 | 0.91 | NA | NA | 0.79 | 0.95 | 0.92 | 0.82 | 0.96 | 0.85 | 0.84 | 0.8 | 0.73 | 0.78 | 0.75 | 0.88 | 0.75 | 0.82 | 0.84 | 0.82 | 0.89 | 0.89 | 0.88 | 0.88 | 0.87 | 0.87 | 0.88 | 0.77 | 0.73 | 0.8 | 0.84 | 0.83 | 0.88 | 0.84 | 0.9 | 0.69 | 0.53 | 0.6 | 0.38 | 0.34 | 0.23 |
Yield(%) | N/A | 0.8 | 3.1 | 2.3 | 2.7 | 3.0 | 3.4 | 3.6 | N/A | 2.9 | 1.9 | 2.4 | 2.8 | 3.7 | 3.0 | 3.4 | 3.0 | 3.3 | 3.2 | 3.5 | 3.6 | 4.2 | 4.0 | 4.4 | 4.3 | 4.2 | 4.6 | 5.1 | 5.1 | 5.2 | 5.0 | 5.3 | 5.5 | 4.2 | 5.4 | 6.1 | 6.4 | 5.8 | 5.3 | 5.4 | 6.5 | 6.8 | 6.7 | 7.0 | 6.9 |
Dividend Growth(%) | N/A | -71.9 | 45.8 | -19.1 | -12.8 | -29.3 | -34.5 | N/A | N/A | 33.3 | -20.0 | -11.8 | -20.9 | 19.4 | -7.7 | 8.3 | -10.0 | 8.1 | -14.0 | 0.0 | -10.4 | 4.3 | -2.1 | -6.0 | 4.2 | -9.4 | -11.7 | 0.0 | -3.2 | 8.8 | -6.6 | 3.4 | 22.9 | -22.6 | -8.8 | -6.8 | 19.7 | -1.6 | 1.6 | -15.3 | 0.0 | 1.4 | -1.4 | 1.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/25/1988
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