FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND started on 10/29/1987
FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND is classified as asset class Muni Single State Interm
FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND expense ratio is 0.49%
FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND rating is
(85%)

Dividends


FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) Dividend Info

FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) dividend growth in the last 12 months is -47.85%

The trailing 12-month yield of FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND is 1.10%. its dividend history:

Pay Date Cash Amount
Nov 29, 2024 $0.023
Oct 31, 2024 $0.024
Sep 30, 2024 $0.024
Jul 31, 2024 $0.025
May 31, 2024 $0.024
Apr 30, 2024 $0.023
Feb 29, 2024 $0.022
Jan 31, 2024 $0.023
Nov 30, 2023 $0.023
Oct 31, 2023 $0.024
Sep 29, 2023 $0.0231
Aug 31, 2023 $0.024
Jul 31, 2023 $0.024
Jun 30, 2023 $0.022
May 31, 2023 $0.022
Apr 28, 2023 $0.0206
Mar 31, 2023 $0.021
Feb 28, 2023 $0.02
Jan 31, 2023 $0.02
Dec 30, 2022 $0.0221
Nov 30, 2022 $0.02
Oct 31, 2022 $0.021
Sep 30, 2022 $0.02
Aug 31, 2022 $0.021
Jul 29, 2022 $0.0202
Jun 30, 2022 $0.02
May 31, 2022 $0.022
Mar 31, 2022 $0.021
Feb 28, 2022 $0.018
Jan 31, 2022 $0.02
Dec 31, 2021 $0.02
Nov 30, 2021 $0.02
Oct 29, 2021 $0.02
Sep 30, 2021 $0.019
Aug 31, 2021 $0.02
Jul 30, 2021 $0.02
Jun 30, 2021 $0.021
May 28, 2021 $0.022
Apr 30, 2021 $0.021
Mar 31, 2021 $0.022
Feb 26, 2021 $0.019
Jan 29, 2021 $0.022
Dec 31, 2020 $0.022
Nov 30, 2020 $0.021
Oct 30, 2020 $0.022
Sep 30, 2020 $0.021
Aug 31, 2020 $0.023
Jul 31, 2020 $0.023
Jun 30, 2020 $0.023
May 29, 2020 $0.025
Apr 30, 2020 $0.024
Mar 31, 2020 $0.025
Feb 28, 2020 $0.023
Jan 31, 2020 $0.024
Dec 31, 2019 $0.025
Dec 27, 2019 $0.01
Nov 29, 2019 $0.0236
Oct 31, 2019 $0.0247
Sep 30, 2019 $0.0239
Aug 30, 2019 $0.0247
Jul 31, 2019 $0.0249
Jun 28, 2019 $0.0243
May 31, 2019 $0.0251
Apr 30, 2019 $0.0237
Mar 29, 2019 $0.0252
Feb 28, 2019 $0.0226
Jan 31, 2019 $0.025
Dec 31, 2018 $0.0247
Nov 30, 2018 $0.023
Oct 31, 2018 $0.0236
Sep 28, 2018 $0.0221
Aug 31, 2018 $0.023
Jul 31, 2018 $0.0244
Jun 29, 2018 $0.024
May 31, 2018 $0.0243
Apr 30, 2018 $0.0235
Mar 29, 2018 $0.024
Feb 28, 2018 $0.022
Jan 31, 2018 $0.024
Dec 29, 2017 $0.024
Dec 26, 2017 $0.059
Nov 30, 2017 $0.024
Oct 31, 2017 $0.024
Sep 29, 2017 $0.023
Aug 31, 2017 $0.0242
Jul 31, 2017 $0.0245
Jun 30, 2017 $0.0238
May 31, 2017 $0.0247
Mar 31, 2017 $0.025
Feb 28, 2017 $0.022
Jan 31, 2017 $0.025
Dec 30, 2016 $0.025
Nov 30, 2016 $0.024
Oct 31, 2016 $0.024
Sep 30, 2016 $0.024
Aug 31, 2016 $0.025
Jul 29, 2016 $0.026
Jun 30, 2016 $0.025
May 31, 2016 $0.027
Apr 29, 2016 $0.026
Mar 31, 2016 $0.027
Feb 29, 2016 $0.025
Jan 29, 2016 $0.027
Jan 08, 2016 $0.015
Dec 31, 2015 $0.028
Dec 18, 2015 $0.063
Nov 30, 2015 $0.027
Oct 30, 2015 $0.028
Sep 30, 2015 $0.026
Aug 31, 2015 $0.028
Jul 31, 2015 $0.028
Jun 30, 2015 $0.027
May 29, 2015 $0.028
Apr 30, 2015 $0.027
Mar 31, 2015 $0.028
Feb 27, 2015 $0.025
Jan 30, 2015 $0.028
Jan 09, 2015 $0.021
Dec 31, 2014 $0.028
Dec 22, 2014 $0.04
Nov 28, 2014 $0.027
Oct 31, 2014 $0.029
Sep 30, 2014 $0.028
Aug 29, 2014 $0.029
Jul 31, 2014 $0.029
Jun 30, 2014 $0.028
May 30, 2014 $0.029
Apr 30, 2014 $0.028
Mar 31, 2014 $0.03
Feb 28, 2014 $0.027
Jan 31, 2014 $0.03
Dec 31, 2013 $0.03
Dec 20, 2013 $0.127
Nov 29, 2013 $0.029
Oct 31, 2013 $0.03
Sep 30, 2013 $0.028
Aug 30, 2013 $0.029
Jul 31, 2013 $0.029
Jun 28, 2013 $0.028
May 31, 2013 $0.029
Apr 30, 2013 $0.028
Mar 28, 2013 $0.029
Feb 28, 2013 $0.026
Jan 31, 2013 $0.029
Jan 11, 2013 $0.001
Dec 31, 2012 $0.029
Dec 21, 2012 $0.062
Nov 30, 2012 $0.028
Oct 31, 2012 $0.029
Sep 28, 2012 $0.028
Aug 31, 2012 $0.03
Jul 31, 2012 $0.03
Jun 29, 2012 $0.03
May 31, 2012 $0.03
Apr 30, 2012 $0.029
Mar 30, 2012 $0.03
Feb 29, 2012 $0.028
Jan 31, 2012 $0.031
Dec 30, 2011 $0.031
Dec 22, 2011 $0.08
Nov 30, 2011 $0.03
Oct 31, 2011 $0.031
Sep 30, 2011 $0.03
Aug 31, 2011 $0.032
Jul 29, 2011 $0.032
Jun 30, 2011 $0.031
May 31, 2011 $0.032
Apr 29, 2011 $0.031
Mar 31, 2011 $0.033
Feb 28, 2011 $0.03
Jan 31, 2011 $0.033
Jan 07, 2011 $0.007
Dec 31, 2010 $0.032
Dec 17, 2010 $0.037
Nov 30, 2010 $0.03
Oct 29, 2010 $0.031
Sep 30, 2010 $0.03
Aug 31, 2010 $0.031
Jul 30, 2010 $0.031
Jun 30, 2010 $0.031
May 28, 2010 $0.032
Mar 31, 2010 $0.032
Feb 26, 2010 $0.029
Jan 29, 2010 $0.032
Jan 08, 2010 $0.002
Dec 31, 2009 $0.032
Dec 18, 2009 $0.047
Nov 30, 2009 $0.031
Oct 30, 2009 $0.034
Sep 30, 2009 $0.033
Aug 31, 2009 $0.034
Jul 31, 2009 $0.035
Jun 30, 2009 $0.034
May 29, 2009 $0.035
Apr 30, 2009 $0.034
Mar 31, 2009 $0.035
Feb 27, 2009 $0.031
Jan 30, 2009 $0.036
Jan 16, 2009 $0.008
Dec 31, 2008 $0.037
Dec 19, 2008 $0.05
Nov 28, 2008 $0.036
Oct 31, 2008 $0.037
Sep 30, 2008 $0.035
Aug 29, 2008 $0.036
Jul 31, 2008 $0.036
Jun 30, 2008 $0.035
May 30, 2008 $0.036
Apr 30, 2008 $0.035
Mar 31, 2008 $0.036
Feb 29, 2008 $0.034
Jan 31, 2008 $0.036
Dec 31, 2007 $0.036
Dec 21, 2007 $0.03
Nov 30, 2007 $0.035
Oct 31, 2007 $0.036
Sep 28, 2007 $0.035
Aug 31, 2007 $0.036
Jul 31, 2007 $0.037
Jun 29, 2007 $0.035
May 31, 2007 $0.037
Apr 30, 2007 $0.036
Mar 30, 2007 $0.037
Feb 28, 2007 $0.033
Jan 31, 2007 $0.037
Jan 05, 2007 $0.008
Dec 29, 2006 $0.037
Dec 15, 2006 $0.072
Nov 30, 2006 $0.036
Oct 31, 2006 $0.037
Sep 29, 2006 $0.036
Aug 31, 2006 $0.037
Jul 31, 2006 $0.038
Jun 30, 2006 $0.036
May 31, 2006 $0.038
Apr 28, 2006 $0.036
Mar 31, 2006 $0.038
Feb 28, 2006 $0.034
Jan 31, 2006 $0.038
Dec 30, 2005 $0.038
Dec 16, 2005 $0.105
Nov 30, 2005 $0.037
Oct 31, 2005 $0.039
Sep 30, 2005 $0.037
Aug 31, 2005 $0.039
Jul 29, 2005 $0.039
Jun 30, 2005 $0.038
May 31, 2005 $0.039
Apr 29, 2005 $0.038
Mar 31, 2005 $0.04
Feb 28, 2005 $0.035
Jan 31, 2005 $0.04
Dec 31, 2004 $0.04
Dec 17, 2004 $0.075
Nov 30, 2004 $0.039
Oct 29, 2004 $0.041
Sep 30, 2004 $0.039
Aug 31, 2004 $0.04
Jul 30, 2004 $0.041
Jun 30, 2004 $0.039
May 28, 2004 $0.041
Apr 30, 2004 $0.039
Mar 31, 2004 $0.04
Feb 27, 2004 $0.038
Jan 30, 2004 $0.045
Dec 31, 2003 $0.041
Dec 19, 2003 $0.105
Nov 28, 2003 $0.04
Oct 31, 2003 $0.041
Sep 30, 2003 $0.04
Aug 29, 2003 $0.041
Jul 31, 2003 $0.041
Jun 30, 2003 $0.04
May 30, 2003 $0.041
Apr 30, 2003 $0.04
Mar 31, 2003 $0.042
Feb 28, 2003 $0.037
Jan 31, 2003 $0.042
Dec 31, 2002 $0.041
Dec 20, 2002 $0.035
Nov 29, 2002 $0.04
Oct 31, 2002 $0.046
Sep 30, 2002 $0.04
Aug 30, 2002 $0.041
Jul 31, 2002 $0.046
Jun 28, 2002 $0.045
May 31, 2002 $0.043
Apr 30, 2002 $0.042
Mar 28, 2002 $0.043
Feb 28, 2002 $0.039
Jan 31, 2002 $0.043
Jan 04, 2002 $0.02
Dec 28, 2001 $0.095
Nov 30, 2001 $0.042
Oct 31, 2001 $0.044
Sep 28, 2001 $0.042
Aug 31, 2001 $0.044
Jul 31, 2001 $0.045
Jun 29, 2001 $0.043
May 31, 2001 $0.046
Apr 30, 2001 $0.045
Mar 30, 2001 $0.045
Feb 28, 2001 $0.04
Jan 31, 2001 $0.045
Dec 29, 2000 $0.047
Nov 30, 2000 $0.046
Oct 31, 2000 $0.047
Sep 29, 2000 $0.045
Aug 31, 2000 $0.047
Jul 31, 2000 $0.048
Jun 30, 2000 $0.046
May 31, 2000 $0.047
Apr 28, 2000 $0.046
Mar 31, 2000 $0.047
Feb 29, 2000 $0.043
Jan 31, 2000 $0.046
Dec 31, 1999 $0.046
Nov 30, 1999 $0.043
Oct 29, 1999 $0.045
Sep 30, 1999 $0.043
Aug 31, 1999 $0.044
Jul 30, 1999 $0.045
Jun 30, 1999 $0.043
May 28, 1999 $0.045
Apr 30, 1999 $0.043
Mar 31, 1999 $0.045
Feb 26, 1999 $0.04
Jan 29, 1999 $0.045
Dec 31, 1998 $0.045
Dec 30, 1998 $0.05
Nov 30, 1998 $0.043
Oct 30, 1998 $0.045
Sep 30, 1998 $0.044
Aug 31, 1998 $0.045
Jul 31, 1998 $0.046
Jun 30, 1998 $0.045
May 29, 1998 $0.046
Apr 30, 1998 $0.045
Mar 31, 1998 $0.046
Feb 27, 1998 $0.042
Jan 30, 1998 $0.047
Dec 31, 1997 $0.046
Dec 26, 1997 $0.139
Nov 28, 1997 $0.045
Oct 31, 1997 $0.047
Sep 30, 1997 $0.045
Aug 29, 1997 $0.047
Jul 31, 1997 $0.047
Jun 30, 1997 $0.046
May 30, 1997 $0.048
Apr 30, 1997 $0.046
Mar 31, 1997 $0.048
Feb 28, 1997 $0.044
Jan 31, 1997 $0.049
Jan 03, 1997 $0.01
Dec 31, 1996 $0.048
Nov 29, 1996 $0.046
Oct 31, 1996 $0.048
Sep 30, 1996 $0.047
Aug 30, 1996 $0.048
Jul 31, 1996 $0.048
Jun 28, 1996 $0.047
May 31, 1996 $0.049
Apr 30, 1996 $0.047
Mar 29, 1996 $0.049
Feb 29, 1996 $0.045
Jan 31, 1996 $0.048
Dec 29, 1995 $0.049
Nov 30, 1995 $0.047
Oct 31, 1995 $0.05
Sep 29, 1995 $0.048
Aug 31, 1995 $0.051
Jul 31, 1995 $0.052
Jun 30, 1995 $0.051
May 31, 1995 $0.053
Apr 28, 1995 $0.052
Mar 31, 1995 $0.054
Feb 28, 1995 $0.049
Jan 31, 1995 $0.055
Dec 30, 1994 $0.055
Nov 30, 1994 $0.053
Oct 31, 1994 $0.054
Sep 30, 1994 $0.052
Aug 31, 1994 $0.054
Jul 29, 1994 $0.055
Jun 30, 1994 $0.053
May 31, 1994 $0.054
Apr 29, 1994 $0.052
Mar 31, 1994 $0.055
Feb 28, 1994 $0.048
Jan 31, 1994 $0.055
Dec 31, 1993 $0.055
Nov 30, 1993 $0.055
Oct 29, 1993 $0.056
Sep 30, 1993 $0.055
Aug 31, 1993 $0.057
Jul 30, 1993 $0.058
Jun 30, 1993 $0.056
May 28, 1993 $0.058
Apr 30, 1993 $0.057
Mar 31, 1993 $0.059
Feb 26, 1993 $0.06
Jan 29, 1993 $0.058
Dec 31, 1992 $0.058
Nov 30, 1992 $0.057
Oct 30, 1992 $0.059
Sep 30, 1992 $0.057
Aug 31, 1992 $0.058
Jul 31, 1992 $0.057
Jun 30, 1992 $0.056
May 29, 1992 $0.059
Apr 30, 1992 $0.058
Mar 31, 1992 $0.06
Feb 28, 1992 $0.056
Jan 31, 1992 $0.057
Dec 31, 1991 $0.057
Nov 29, 1991 $0.056
Oct 31, 1991 $0.057
Sep 30, 1991 $0.057
Aug 30, 1991 $0.057
Jul 31, 1991 $0.057
Jun 28, 1991 $0.056
May 31, 1991 $0.056
Apr 30, 1991 $0.056
Mar 28, 1991 $0.057
Feb 28, 1991 $0.058
Jan 31, 1991 $0.059
Dec 31, 1990 $0.059
Nov 30, 1990 $0.058
Oct 31, 1990 $0.058
Sep 28, 1990 $0.058
Aug 31, 1990 $0.058
Jul 31, 1990 $0.058
Jun 29, 1990 $0.057
May 31, 1990 $0.057
Apr 30, 1990 $0.055
Mar 30, 1990 $0.059
Feb 28, 1990 $0.056
Jan 31, 1990 $0.055
Dec 29, 1989 $0.059
Nov 30, 1989 $0.057
Oct 31, 1989 $0.055
Sep 29, 1989 $0.058
Aug 31, 1989 $0.056
Jul 31, 1989 $0.057
Jun 30, 1989 $0.058
May 31, 1989 $0.06
Apr 28, 1989 $0.06
Mar 31, 1989 $0.061
Feb 28, 1989 $0.06
Jan 31, 1989 $0.061
Dec 30, 1988 $0.064
Nov 30, 1988 $0.062
Oct 31, 1988 $0.063
Sep 30, 1988 $0.06
Aug 31, 1988 $0.061
Jul 29, 1988 $0.061
Jun 30, 1988 $0.06
May 31, 1988 $0.061
Apr 29, 1988 $0.056
Mar 31, 1988 $0.056
Feb 29, 1988 $0.054
Jan 29, 1988 $0.053
Dec 31, 1987 $0.051
Nov 30, 1987 $0.051
Oct 30, 1987 $0.006

Dividend Growth History for FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.188 1.70% -22.86% -
2023 $0.2437 2.28% 8.17% -22.86%
2022 $0.2253 1.89% -8.41% -8.65%
2021 $0.246 2.06% -10.87% -8.57%
2020 $0.276 2.34% -8.82% -9.15%
2019 $0.3027 2.70% 7.11% -9.09%
2018 $0.2826 2.48% -12.56% -6.57%
2017 $0.3232 2.87% 1.00% -7.45%
2016 $0.32 2.72% -22.33% -6.43%
2015 $0.412 3.49% 7.85% -8.35%
2014 $0.382 3.41% -19.07% -6.84%
2013 $0.472 3.94% 14.01% -8.03%
2012 $0.414 3.49% -10.58% -6.37%
2011 $0.463 4.12% 21.84% -6.70%
2010 $0.38 3.34% -17.21% -4.90%
2009 $0.459 4.29% -4.18% -5.78%
2008 $0.479 4.24% 2.35% -5.68%
2007 $0.468 4.13% -8.77% -5.22%
2006 $0.513 4.50% -9.04% -5.42%
2005 $0.564 4.81% 1.26% -5.62%
2004 $0.557 4.71% -5.75% -5.29%
2003 $0.591 4.98% 4.79% -5.31%
2002 $0.564 4.98% -2.08% -4.87%
2001 $0.576 5.07% 3.78% -4.75%
2000 $0.555 5.18% 5.31% -4.41%
1999 $0.527 4.57% -10.53% -4.04%
1998 $0.589 5.14% -16.69% -4.30%
1997 $0.707 6.36% 24.04% -4.79%
1996 $0.57 5.07% -6.71% -3.88%
1995 $0.611 6.03% -4.53% -3.98%
1994 $0.64 5.49% -6.43% -4.00%
1993 $0.684 6.05% -1.16% -4.08%
1992 $0.692 6.24% 1.32% -3.99%
1991 $0.683 6.39% -0.73% -3.83%
1990 $0.688 6.42% -1.99% -3.74%
1989 $0.702 6.76% -1.27% -3.69%
1988 $0.711 7.01% 558.33% -3.63%
1987 $0.108 1.08% - 1.51%

Dividend Growth Chart for FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX)

FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) Historical Returns And Risk Info

From 10/29/1987 to 05/14/2025, the compound annualized total return (dividend reinvested) of FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) is 4.595%. Its cumulative total return (dividend reinvested) is 439.699%.

From 10/29/1987 to 05/14/2025, the Maximum Drawdown of FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) is 14.2%.

From 10/29/1987 to 05/14/2025, the Sharpe Ratio of FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) is 0.68.

From 10/29/1987 to 05/14/2025, the Annualized Standard Deviation of FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) is 3.6%.

From 10/29/1987 to 05/14/2025, the Beta of FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) is 1.05.

The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 12/16/1994.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FICNX (FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND) -1.20% -0.20% 1.94% 0.50% 1.57% 2.38% 2.79% 4.18%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.60% 13.66% 15.29% 17.33% 12.64% 13.60% 10.45% 10.85%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 3.45% 9.21% 8.46% 8.44% 6.01% 6.98% 6.10% 7.55%

Return Calculator for FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX)

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FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX)

Starting Amount:
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DCA Frequency:
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Retirement Spending Calculator for FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX)

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Rolling Returns


FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 10/29/1987 to 05/14/2025, the worst annualized return of 3-year rolling returns for FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) is -2.61%.
From 10/29/1987 to 05/14/2025, the worst annualized return of 5-year rolling returns for FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) is 0.15%.
From 10/29/1987 to 05/14/2025, the worst annualized return of 10-year rolling returns for FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) is 1.2%.
From 10/29/1987 to 05/14/2025, the worst annualized return of 20-year rolling returns for FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) is 2.77%.

Drawdowns


FIDELITY CONNECTICUT MUNICIPAL INCOME FUND FIDELITY CONNECTICUT MUNICIPAL INCOME FUND (FICNX) Maximum Drawdown




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