Find A Portfolio/Ticker
Comparison Box
FOHFX: FIDELITY OHIO MUNICIPAL INCOME FUND FIDELITY OHIO MUNICIPAL INCOME FUND (MUTUAL FUND)
Basic Info 11.15 0.01(0.09%) May 02
| Asset Class: | Muni Ohio |
| MyPlanIQ Rating: | (90%) |
| Start Date: | 11/27/1985 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 1.40% |
| Expenses | 0.49% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/27/1985 |
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(%) | 0.5 | -1.8 | 0.3 | 1.4 | 0.4 | 1.7 | 2.7 | 3.0 | 5.0 | 1.0 | 5.2 | -8.8 | 1.5 | 3.6 | 7.1 | 0.4 | 5.8 | 0.2 | 4.2 | 10.3 | -3.2 | 7.2 | 9.6 | 1.6 | 11.1 | -1.6 | 3.6 | 4.5 | 2.9 | 4.5 | 5.7 | 9.8 | 4.7 | 11.7 | -2.6 | 5.9 | 9.2 | 4.1 | 16.4 | -7.1 | 10.3 | 8.7 | 11.4 | 7.5 | 10.0 | 12.9 | -2.4 | 16.5 | 2.2 |
| Sharpe Ratio | NA | -1.19 | -1.26 | -0.7 | -0.62 | 0.0 | NA | NA | 0.7 | -1.84 | 0.25 | -2.52 | 0.91 | 0.45 | 3.02 | -0.46 | 1.96 | 0.0 | 1.68 | 4.62 | -0.97 | 3.16 | 3.54 | 0.58 | 3.3 | -0.37 | 0.23 | 0.51 | 0.28 | 0.9 | 1.36 | 2.69 | 0.86 | 2.82 | -2.09 | 0.9 | 1.82 | 0.13 | 2.81 | -1.71 | 2.04 | 2.03 | 2.73 | 0.59 | 1.32 | 1.84 | -0.63 | 2.54 | 4.84 |
| Draw Down(%) | NA | 4.9 | 5.8 | 6.9 | 13.6 | 13.6 | NA | NA | 18.9 | 2.2 | 6.1 | 13.1 | 2.0 | 11.0 | 1.7 | 2.6 | 1.8 | 6.4 | 2.7 | 1.6 | 7.4 | 1.6 | 2.5 | 4.5 | 2.5 | 11.6 | 2.1 | 1.6 | 2.7 | 5.8 | 5.7 | 3.8 | 3.7 | 2.9 | 5.2 | 1.9 | 2.3 | 4.9 | 2.5 | 11.4 | 2.6 | 3.1 | 1.5 | 3.3 | 2.5 | 3.5 | 18.9 | 4.4 | 1.0 |
| Standard Deviation(%) | NA | 7.0 | 4.8 | 4.2 | 3.5 | 3.7 | NA | NA | 4.0 | 3.0 | 3.8 | 4.0 | 1.6 | 7.4 | 1.9 | 2.0 | 2.6 | 2.9 | 2.5 | 2.2 | 3.3 | 2.3 | 2.7 | 2.7 | 3.3 | 6.7 | 2.6 | 2.4 | 2.6 | 3.9 | 3.7 | 3.2 | 2.8 | 2.7 | 2.8 | 2.8 | 3.1 | 4.8 | 4.5 | 5.9 | 4.0 | 3.1 | 2.8 | 3.8 | 3.2 | 4.5 | 10.1 | 4.8 | 4.9 |
| Treynor Ratio | NA | -0.11 | -0.08 | -0.04 | -0.03 | 0.0 | NA | NA | 0.03 | -0.08 | 0.01 | -0.14 | 0.02 | 0.04 | 0.07 | -0.01 | 0.06 | 0.0 | 0.04 | 0.11 | -0.04 | 0.08 | 0.11 | 0.02 | 0.12 | -0.03 | 0.01 | 0.01 | 0.01 | 0.04 | 0.06 | 0.1 | 0.03 | 0.09 | -0.07 | 0.03 | 0.06 | 0.01 | 0.13 | -0.13 | 0.09 | 0.11 | 0.11 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 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 | -0.02 | 0.0 | 0.01 | 0.01 | 0.01 | NA | NA | NA | NA | NA |
| Beta | NA | 0.78 | 0.76 | 0.73 | 0.73 | 0.79 | NA | NA | 0.84 | 0.71 | 0.73 | 0.72 | 0.68 | 0.83 | 0.85 | 0.9 | 0.94 | 0.87 | 1.0 | 0.93 | 0.82 | 0.9 | 0.89 | 0.83 | 0.92 | 0.99 | 0.98 | 0.95 | 0.94 | 0.96 | 0.86 | 0.83 | 0.84 | 0.84 | 0.87 | 0.86 | 0.88 | 0.94 | 0.93 | 0.8 | 0.91 | 0.59 | 0.73 | 0.54 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.96 | 0.96 | 0.93 | 0.94 | NA | NA | 0.62 | 0.92 | 0.95 | 0.95 | 0.73 | 0.97 | 0.85 | 0.89 | 0.86 | 0.89 | 0.88 | 0.84 | 0.92 | 0.82 | 0.88 | 0.89 | 0.87 | 0.92 | 0.86 | 0.88 | 0.88 | 0.89 | 0.9 | 0.87 | 0.85 | 0.84 | 0.84 | 0.85 | 0.79 | 0.88 | 0.85 | 0.81 | 0.57 | 0.6 | 0.65 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.9 | 1.9 | 2.5 | 3.1 | 3.3 | N/A | 1.8 | 2.3 | 1.8 | 2.0 | 2.3 | 2.9 | 2.9 | 3.3 | 3.4 | 3.9 | 3.4 | 4.2 | 3.9 | 3.9 | 3.6 | 4.2 | 4.0 | 4.3 | 4.9 | 5.5 | 5.4 | 5.0 | 5.3 | 4.6 | 5.1 | 5.0 | 5.6 | 6.4 | 5.4 | 5.9 | 5.5 | 6.0 | 6.4 | 6.6 | 6.7 | 6.9 | 7.2 | 6.8 | 7.6 | 0.9 |
| Dividend Growth(%) | N/A | -100.0 | -46.6 | -24.4 | -42.2 | -36.2 | -38.7 | N/A | N/A | -19.3 | 12.5 | -9.8 | -11.5 | -16.8 | -2.2 | -10.3 | -5.0 | -14.3 | 25.2 | -26.4 | 11.8 | 5.2 | 7.2 | -10.2 | 0.9 | -7.5 | -13.2 | -13.8 | 2.3 | 7.1 | -2.1 | 14.5 | -2.9 | -6.1 | -9.6 | -10.2 | 17.1 | 0.2 | -5.8 | -5.2 | -3.6 | 0.1 | -0.7 | -0.5 | 1.1 | -3.1 | -4.1 | 724.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/27/1985
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni Ohio Asset Class Trend Rankings |
Top Rated Funds in Muni Ohio
Best Mutual Funds
- VOHIX (VANGUARD OHIO LONG-TERM TAX-EXEMPT FUND INVESTOR SHARES) 0.18% (95%)
- FOHFX (FIDELITY OHIO MUNICIPAL INCOME FUND FIDELITY OHIO MUNICIPAL INCOME FUND) 0.09% (90%)
- NXOHX (NUVEEN OHIO MUNICIPAL BOND FUND NUVEEN OHIO MUNICIPAL BOND FUND - CLASS I) 0.10% (86%)
- POTYX (Putnam Ohio Tax Exempt Incm Fd Y Shs) 0.25% (81%)
- FTOIX (FRANKLIN OHIO TAX-FREE INCOME FUND CLASS A) 0.18% (76%)
- TOHAX (OHIO TAX-FREE BOND FUND OHIO TAX-FREE BOND FUND CLASS A) 0.19% (71%)
- PXOHX (PUTNAM OHIO TAX EXEMPT INCOME FUND II CLASS A SHARES) 0.25% (67%)
- AOHAX (AB OHIO PORTFOLIO CLASS A) (57%)
- POXBX (PUTNAM OHIO TAX EXEMPT INCOME FUND II CLASS B SHARES) (48%)
- ETOHX (EATON VANCE OHIO MUNICIPAL INCOME FUND EATON VANCE OHIO MUNICIPAL INCOME FUND CLASS A) 0.25% (33%)
Best Closed End Funds
* Day change on 05/02/2025.Latest Articles Related to FOHFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
