Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FASHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) | 0.64% | 3.57% | 3.24% | 0.97% | 1.30% | 1.36% | 1.94% | … | … |
Data as of 06/03/2026, Common starting date is 07/24/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FASHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) | 07/24/2003 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 3.57 | 3.24 | 0.97 | 1.30 | 1.36 | 1.94 | … | … | 0.64 | 4.23 | 2.08 | 3.41 | -5.07 | 0.07 | 3.05 | 3.85 | 0.73 | 2.00 | -0.76 | 0.87 | 1.88 | -0.10 | 1.85 | 4.05 | 1.54 | 5.45 | 3.15 | 4.22 | 2.81 | 1.01 | 1.55 | 1.78 |
| Sharpe Ratio | NA | 0.83 | 0.08 | -0.88 | -0.17 | NA | NA | … | … | -0.75 | 0.67 | -0.96 | -0.14 | -3.13 | 0.06 | 0.65 | 2.29 | -0.76 | 1.29 | -0.83 | 0.83 | 1.97 | -0.10 | 1.87 | 3.53 | 1.12 | 3.65 | 0.96 | 0.85 | -0.45 | -0.92 | 0.29 | 1.97 |
| Standard Deviation(%) | NA | 1.31 | 1.78 | 1.79 | 1.97 | NA | NA | … | … | 1.55 | 2.04 | 1.62 | 1.84 | 2.08 | 0.88 | 4.30 | 1.04 | 0.86 | 1.04 | 1.18 | 1.01 | 0.95 | 1.29 | 0.97 | 1.14 | 1.29 | 1.46 | 2.28 | 1.26 | 1.34 | 1.37 | 1.94 | 1.74 |
| Draw Down(%) | NA | 1.49 | 2.00 | 7.78 | 7.78 | NA | NA | … | … | 1.49 | 2.00 | 1.08 | 2.44 | 7.22 | 0.87 | 7.17 | 0.99 | 0.93 | 1.34 | 2.60 | 1.48 | 0.74 | 2.18 | 0.73 | 1.15 | 1.47 | 1.04 | 3.49 | 0.64 | 0.69 | 1.25 | 3.01 | 0.94 |
| Yield(%) | 0.00 | 2.02 | 1.87 | 1.47 | 1.39 | 1.44 | 1.79 | … | … | 0.73 | 2.08 | 1.76 | 1.46 | 1.03 | 0.99 | 1.44 | 1.64 | 1.10 | 1.23 | 1.14 | 1.42 | 1.59 | 1.56 | 1.56 | 2.02 | 1.82 | 2.49 | 2.91 | 2.97 | 2.86 | 2.62 | 2.58 | 1.68 |
Data as of 06/03/2026, Common starting date is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) |
-1.57%
Oct 2020 – Oct 2023 |
-0.02%
Oct 2017 – Oct 2022 |
0.41%
Oct 2012 – Oct 2022 |
1.26%
May 2009 – May 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) |
4.57%
Aug 2007 – Aug 2010 |
3.81%
Jan 2007 – Jan 2012 |
2.78%
May 2004 – May 2014 |
2.31%
Jan 2006 – Jan 2021 |
Annualized Rolling Returns Comparison Chart