Return Type | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | Life |
---|---|---|---|---|---|
FUND Fidelity® California Limited Term Tax-Free Bond Fund | 2.65% | 1.86% | 1.05% | 1.27% | 2.31% |
PRIMARY BENCHMARK | 1.22% | 1.53% | 1.07% | 2.13% | 3.45% |
SECONDARY BENCHMARK | 2.56% | 2.09% | 1.13% | 1.37% | 2.44% |
04/02/2025 | 03/31/2025 | |
---|---|---|
2.81% | 2.81% | |
2.12% | 2.20% | |
2.14% | 2.14% | |
2.02% | 2.02% |
Tax Rate | 24% | 32% | 38.80% | 40.80% |
4.21% | 4.79% | 5.63% | 6.12% |
Return Type | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
---|---|---|---|---|---|---|---|---|---|---|---|
FUND Fidelity® California Limited Term Tax-Free Bond Fund | 0.71% | 1.72% | 3.51% | -4.38% | 0.24% | 2.93% | 4.07% | 1.26% | 2.27% | -0.46% | 1.70% |
PRIMARY BENCHMARK | -0.22% | 1.05% | 6.40% | -8.53% | 1.52% | 5.21% | 7.54% | 1.28% | 5.45% | 0.25% | 3.30% |
SECONDARY BENCHMARK | 0.70% | 1.55% | 3.67% | -3.59% | 0.01% | 3.11% | 3.84% | 1.75% | 1.96% | -0.23% | 1.72% |
+/- BBg Muni | 0.93% | 0.67% | -2.89% | 4.15% | -1.28% | -2.28% | -3.47% | -0.02% | -3.18% | -0.71% | -1.60% |
+/- BBg MunCA En7YNonAMT | 0.01% | 0.17% | -0.16% | -0.79% | 0.23% | -0.18% | 0.23% | -0.49% | 0.31% | -0.23% | -0.02% |
Return Type | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | Life |
---|---|---|---|---|---|
FUND Fidelity® California Limited Term Tax-Free Bond Fund | 2.65% | 1.86% | 1.05% | 1.27% | 2.31% |
PRIMARY BENCHMARK | 1.22% | 1.53% | 1.07% | 2.13% | 3.45% |
SECONDARY BENCHMARK | 2.56% | 2.09% | 1.13% | 1.37% | 2.44% |
Fidelity® California Limited Term Tax-Free Bond Fund | 2.65% | 1.86% | 1.04% | 1.26% | 2.30% |
Fidelity® California Limited Term Tax-Free Bond Fund | 2.41% | 1.84% | 1.17% | 1.35% | 2.28% |
Return Type | YTD (Daily)* | YTD (Monthly) | 1 Month | 3 Months | 6 Months |
---|---|---|---|---|---|
FUND Fidelity® California Limited Term Tax-Free Bond Fund | 1.22% | 0.71% | -0.40% | 0.71% | -0.01% |
PRIMARY BENCHMARK | -- | -0.22% | -1.69% | -0.22% | -1.44% |
SECONDARY BENCHMARK | -- | 0.70% | -0.44% | 0.70% | -0.05% |
Returns
– top 10% - High
– next 22.5% - Above Average
– middle 35% - Average
– next 22.5% - Below Average
– bottom 10% - Low
Therefore, the Morningstar Return is most helpful when used in conjunction with the Morningstar Risk Score. For example, an investor could use these two scores when comparing between funds that have the same Morningstar Star Rating and similar Morningstar Risk Adjusted Returns but different levels of risk.
Risk
Risk of this Type of Fund
The municipal market is volatile and can be significantly affected by adverse tax, legislative or political changes and the financial condition of the issuers of municipal securities. Interest rate increases can cause the price of a debt security to decrease. A portion of the dividends you receive may be subject to federal, state, or local income tax or may be subject to the federal alternative minimum tax. The fund may have additional volatility because it can invest a significant portion of assets in securities of individual issuers. Leverage can increase market exposure and magnify investment risk.
Year | Total Returns | Capital Gains | ||
---|---|---|---|---|
2025 | 0.71% | -- | $0.053499258 | $566.94 |
2024 | 1.72% | $0.001 | $0.204187749 | $538.44 |
2023 | 3.51% | -- | $0.171929114 | $509.88 |
2022 | -4.38% | -- | $0.137771717 | $570.17 |
2021 | 0.24% | $0.001 | $0.135384702 | $752.49 |
2020 | 2.93% | $0.02 | $0.162415237 | $743.77 |
2019 | 4.07% | $0.001 | $0.183930588 | $748.86 |
2018 | 1.26% | -- | $0.180888558 | $706.15 |
2017 | 2.27% | -- | $0.167655988 | $773.38 |
2016 | -0.46% | $0.011 | $0.171677502 | $754.42 |