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Fidelity Advisor Interm Muni Inc Z (FIQZX)

9.96
+0.01
+(0.10%)
At close: May 28 at 6:49:31 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal income tax. It allocates assets across different market sectors and maturities. The fund invests more than 25% of total assets in municipal securities that finance similar types of projects. It maintains a dollar-weighted average maturity between three and 10 years.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 6.59%
Worst 1Y Total Return --
Number of Years Up 5
Number of Years Down 1

Performance & Risk

YTD Return -0.18%
5y Average Return 1.18%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.75
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FIQZXCategory AverageFIQZXCategory AverageFIQZXCategory Average
Alpha -0.36 -0 0.06 -0 -0.11 -0
BETA 0.75 0.01 0.77 0.01 0.79 0.01
Mean Annual Return 0.22 0 0.15 0 0.17 0
R-squared 98.92 0.94 98.55 0.94 97.99 0.94
Standard Deviation 5.37 0.04 4.88 0.04 4.11 0.04
Sharpe Ratio -0.37 0.01 -0.22 0 0.02 0.01
Treynor Ratio -2.94 0.03 -1.57 0.02 -0.02 0.03

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