Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FTABX (FIDELITY TAX-FREE BOND FUND FIDELITY TAX-FREE BOND FUND) | -2.56% | -0.07% | 1.35% | 1.06% | 1.82% | 2.99% | 3.34% | 3.91% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FTABX (FIDELITY TAX-FREE BOND FUND FIDELITY TAX-FREE BOND FUND) | 04/23/2001 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 04/23/2001.
AR inception is since 04/23/2001.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.85 | -0.07 | 1.35 | 1.06 | 1.82 | 2.99 | 3.34 | 3.91 | -2.56 | 0.74 | 7.24 | -10.32 | 2.34 | 4.76 | 8.57 | 0.86 | 5.09 | 0.37 | 3.21 | 10.75 | -2.83 | 8.17 | 10.91 | 1.77 | 13.26 | -3.38 | 3.23 | 4.84 | 3.81 | 4.70 | 6.20 | 10.43 | 4.94 |
Sharpe Ratio | NA | -1.19 | -0.63 | -0.40 | 0.03 | NA | NA | 0.69 | -1.38 | -1.64 | 0.69 | -2.51 | 1.30 | 0.52 | 3.37 | -0.22 | 1.77 | 0.06 | 1.44 | 5.01 | -0.88 | 3.46 | 3.84 | 0.56 | 3.56 | -0.60 | 0.09 | 0.62 | 0.60 | 0.94 | 1.36 | 2.67 | 1.81 |
Standard Deviation(%) | NA | 5.39 | 4.79 | 3.97 | 4.22 | NA | NA | 3.85 | 7.89 | 3.56 | 4.34 | 4.68 | 1.79 | 8.67 | 2.13 | 2.07 | 2.54 | 2.76 | 2.22 | 2.14 | 3.26 | 2.37 | 2.84 | 3.02 | 3.70 | 7.21 | 2.65 | 2.53 | 2.74 | 4.01 | 4.04 | 3.49 | 2.98 |
Draw Down(%) | NA | 6.54 | 8.32 | 15.97 | 15.97 | NA | NA | 15.97 | 5.43 | 2.61 | 6.42 | 15.35 | 2.28 | 13.05 | 1.82 | 2.45 | 1.70 | 6.20 | 2.80 | 1.15 | 7.57 | 1.85 | 2.65 | 5.69 | 2.64 | 11.63 | 2.08 | 1.42 | 2.64 | 6.23 | 6.17 | 4.43 | 3.91 |
Yield(%) | 0.00 | 1.53 | 2.19 | 2.32 | 2.78 | 3.28 | 3.51 | 3.98 | 0.00 | 1.99 | 2.76 | 2.29 | 2.40 | 2.65 | 3.09 | 3.13 | 3.31 | 3.78 | 3.57 | 3.86 | 3.61 | 3.62 | 4.21 | 3.79 | 4.51 | 4.08 | 4.07 | 4.26 | 4.29 | 4.22 | 5.31 | 4.28 | 3.41 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FTABX (FIDELITY TAX-FREE BOND FUND FIDELITY TAX-FREE BOND FUND) |
-2.79%
Oct 2019 - Oct 2022 |
0.18%
Oct 2017 - Oct 2022 |
1.68%
Oct 2012 - Oct 2022 |
3.10%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FTABX (FIDELITY TAX-FREE BOND FUND FIDELITY TAX-FREE BOND FUND) |
8.53%
Dec 2008 - Dec 2011 |
6.88%
Feb 2008 - Feb 2013 |
5.65%
Nov 2002 - Nov 2012 |
5.40%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart