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FTFMX: FIDELITY NEW YORK MUNICIPAL INCOME FUND FIDELITY NEW YORK MUNICIPAL INCOME FUND (MUTUAL FUND)
Basic Info 12.02 0(0.0%) July 03
| Asset Class: | Muni New York Long |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 07/30/1984 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 2.11% |
| Expenses | 0.78% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/30/1984 |
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 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -1.4 | -0.2 | 2.0 | 0.1 | 1.7 | 2.5 | 3.0 | 5.3 | 0.6 | 7.3 | -10.7 | 2.0 | 3.7 | 7.7 | 0.5 | 5.1 | 0.1 | 3.7 | 9.4 | -3.0 | 6.5 | 9.6 | 2.2 | 12.1 | -2.5 | 3.3 | 4.6 | 3.1 | 4.5 | 5.5 | 10.8 | 4.4 | 12.9 | -3.3 | 6.3 | 10.1 | 3.8 | 19.5 | -9.9 | 9.0 | 9.0 | 13.4 | 5.1 | 9.3 | 11.9 | -3.2 | 15.1 | 20.8 | 5.3 |
| Sharpe Ratio | NA | -0.82 | -0.59 | -0.27 | -0.48 | 0.07 | NA | NA | 0.69 | -1.55 | 0.68 | -2.63 | 1.01 | 0.41 | 3.09 | -0.44 | 1.99 | -0.03 | 1.85 | 4.93 | -0.94 | 2.99 | 3.3 | 0.73 | 2.96 | -0.43 | 0.13 | 0.53 | 0.35 | 0.91 | 1.27 | 2.89 | 0.76 | 3.04 | -2.29 | 0.98 | 1.88 | 0.05 | 3.09 | -1.86 | 1.34 | 2.16 | 3.56 | -0.04 | 1.14 | 1.64 | -0.74 | 2.39 | 3.89 | 1.31 |
| Draw Down(%) | NA | 5.7 | 6.5 | 8.2 | 16.4 | 16.4 | NA | NA | 19.5 | 3.0 | 6.7 | 15.6 | 2.4 | 12.0 | 1.9 | 2.4 | 1.8 | 6.0 | 2.1 | 1.4 | 7.3 | 1.9 | 2.9 | 5.3 | 3.1 | 12.1 | 2.1 | 1.6 | 2.5 | 5.7 | 5.8 | 3.8 | 3.3 | 3.5 | 5.8 | 2.2 | 2.6 | 5.3 | 3.3 | 15.2 | 4.4 | 3.2 | 1.0 | 3.3 | 2.3 | 3.5 | 19.5 | 5.5 | 2.6 | 2.8 |
| Standard Deviation(%) | NA | 7.1 | 5.8 | 4.8 | 4.2 | 4.2 | NA | NA | 4.2 | 3.9 | 4.5 | 4.6 | 2.0 | 8.3 | 2.0 | 1.9 | 2.2 | 2.6 | 2.0 | 1.9 | 3.2 | 2.2 | 2.9 | 2.9 | 4.1 | 7.8 | 2.6 | 2.5 | 2.6 | 3.9 | 3.8 | 3.3 | 2.7 | 2.9 | 2.8 | 3.1 | 3.5 | 5.4 | 5.1 | 6.9 | 5.2 | 3.0 | 2.7 | 3.6 | 3.1 | 4.4 | 9.9 | 4.6 | 4.0 | 4.9 |
| Treynor Ratio | NA | -0.06 | -0.04 | -0.01 | -0.02 | 0.0 | NA | NA | 0.04 | -0.06 | 0.03 | -0.15 | 0.03 | 0.04 | 0.07 | -0.01 | 0.05 | 0.0 | 0.05 | 0.12 | -0.04 | 0.08 | 0.1 | 0.02 | 0.12 | -0.03 | 0.0 | 0.02 | 0.01 | 0.04 | 0.06 | 0.12 | 0.03 | 0.11 | -0.08 | 0.03 | 0.07 | 0.0 | 0.15 | -0.14 | 0.08 | 0.11 | 0.15 | 0.0 | 0.07 | 0.14 | -0.14 | 0.77 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 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 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.04 | NA | NA |
| Beta | NA | 0.92 | 0.93 | 0.9 | 0.88 | 0.9 | NA | NA | 0.79 | 0.93 | 0.88 | 0.8 | 0.78 | 0.95 | 0.87 | 0.83 | 0.83 | 0.8 | 0.82 | 0.79 | 0.82 | 0.86 | 0.99 | 0.94 | 0.97 | 1.01 | 0.82 | 0.83 | 0.78 | 0.87 | 0.85 | 0.81 | 0.8 | 0.83 | 0.8 | 0.91 | 0.94 | 1.0 | 1.01 | 0.91 | 0.92 | 0.6 | 0.65 | 0.53 | 0.5 | 0.52 | 0.53 | 0.14 | NA | NA |
| RSquared | NA | 0.98 | 0.97 | 0.96 | 0.94 | 0.95 | NA | NA | 0.65 | 0.94 | 0.95 | 0.95 | 0.63 | 0.97 | 0.88 | 0.84 | 0.86 | 0.89 | 0.87 | 0.8 | 0.88 | 0.82 | 0.85 | 0.91 | 0.77 | 0.91 | 0.88 | 0.91 | 0.88 | 0.9 | 0.89 | 0.82 | 0.84 | 0.81 | 0.8 | 0.86 | 0.79 | 0.9 | 0.84 | 0.81 | 0.4 | 0.62 | 0.68 | 0.38 | 0.36 | 0.26 | 0.31 | 0.03 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.9 | 2.1 | 2.3 | 2.1 | 2.7 | 3.1 | 3.3 | N/A | 2.1 | 2.5 | 2.0 | 2.2 | 2.3 | 3.0 | 2.9 | 3.5 | 3.8 | 4.0 | 3.6 | 3.4 | 3.5 | 4.2 | 3.7 | 4.2 | 3.9 | 4.0 | 4.7 | 4.8 | 5.5 | 6.3 | 5.7 | 4.6 | 5.1 | 4.7 | 5.9 | 5.6 | 5.1 | 5.8 | 5.2 | 5.7 | 6.3 | 6.7 | 6.8 | 7.0 | 7.1 | 6.5 | 7.2 | 9.0 | 4.2 |
| Dividend Growth(%) | N/A | -55.9 | 2.6 | -11.0 | -37.5 | -28.2 | -36.3 | -40.3 | N/A | -13.7 | 10.3 | -7.7 | -6.4 | -18.9 | -0.3 | -13.7 | -13.0 | -5.5 | 17.9 | 1.1 | -2.1 | -10.7 | 11.0 | -3.9 | 0.0 | -4.3 | -14.3 | -5.4 | -12.3 | -13.6 | 15.9 | 23.8 | -3.5 | -0.5 | -20.2 | 10.6 | 8.9 | -1.4 | -4.6 | -7.1 | -6.6 | -0.4 | -2.5 | -1.7 | 2.7 | -1.6 | -3.0 | -10.0 | 113.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/1984
Calculate Performance
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni New York Long Asset Class Trend Rankings |
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