Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTSHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) | 0.55% | 3.58% | 3.29% | 1.05% | 1.36% | 1.41% | 1.98% | … | … |
Data as of 06/03/2026, Common starting date is 07/25/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTSHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) | 07/25/2003 | 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 | 3.58 | 3.29 | 1.05 | 1.36 | 1.41 | 1.98 | … | … | 0.55 | 4.34 | 2.07 | 3.57 | -4.81 | 0.05 | 2.99 | 3.88 | 0.85 | 2.05 | -0.72 | 0.90 | 1.90 | -0.16 | 1.96 | 4.05 | 1.75 | 5.34 | 3.27 | 4.19 | 2.69 | 0.82 | 1.57 | 1.29 |
| Sharpe Ratio | NA | 0.74 | 0.11 | -0.83 | -0.14 | NA | NA | … | … | -0.89 | 0.72 | -0.97 | -0.05 | -3.02 | 0.02 | 0.63 | 2.32 | -0.59 | 1.28 | -0.77 | 0.86 | 1.99 | -0.15 | 1.96 | 3.57 | 1.32 | 3.42 | 1.00 | 0.85 | -0.54 | -1.05 | 0.31 | 1.35 |
| Standard Deviation(%) | NA | 1.35 | 1.80 | 1.79 | 1.98 | NA | NA | … | … | 1.58 | 2.03 | 1.60 | 1.89 | 2.08 | 0.86 | 4.30 | 1.04 | 0.90 | 1.09 | 1.21 | 1.01 | 0.95 | 1.27 | 0.98 | 1.12 | 1.26 | 1.53 | 2.30 | 1.23 | 1.36 | 1.37 | 1.90 | 1.72 |
| Draw Down(%) | NA | 1.49 | 2.00 | 7.75 | 7.75 | NA | NA | … | … | 1.49 | 2.00 | 1.09 | 2.20 | 7.15 | 0.86 | 7.18 | 0.99 | 0.83 | 1.34 | 2.60 | 1.49 | 0.74 | 2.17 | 0.74 | 1.24 | 1.52 | 1.04 | 3.49 | 0.64 | 0.69 | 1.17 | 3.03 | 0.85 |
| Yield(%) | 0.00 | 2.02 | 1.87 | 1.45 | 1.39 | 1.45 | 1.80 | … | … | 0.73 | 2.08 | 1.76 | 1.46 | 0.95 | 0.97 | 1.34 | 1.66 | 1.22 | 1.28 | 1.17 | 1.45 | 1.61 | 1.60 | 1.58 | 2.03 | 2.03 | 2.49 | 2.94 | 2.94 | 2.75 | 2.53 | 2.50 | 1.38 |
Data as of 06/03/2026, Common starting date is 07/25/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTSHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) |
-1.47%
Oct 2020 – Oct 2023 |
0.01%
Oct 2017 – Oct 2022 |
0.44%
Oct 2012 – Oct 2022 |
1.32%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTSHX (FIDELITY LIMITED TERM MUNICIPAL INCOME FUND FIDELITY ADVISOR LIMITED TERM MUNICIPAL INCOME FUND: CLA) |
4.67%
Aug 2007 – Aug 2010 |
3.85%
Jan 2007 – Jan 2012 |
2.77%
May 2004 – May 2014 |
2.33%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart