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USD
Fidelity New Jersey Municipal Income (FNJHX)
11.41
+0.01
(+0.09%)
At close: 8:07:08 PM EST
Fund Summary
The fund normally invests at least 80% of assets in investment-grade municipal securities whose interest is exempt from federal and New Jersey personal income taxes. The advisor 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 is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.72% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 33 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -0.67% |
| 5y Average Return | 0.92% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
FNJHX | Category Average | FNJHX | Category Average | FNJHX | Category Average |
|
Alpha
|
0.41 | -0.01 | 0.41 | -0 | 0.48 | -0 |
|
BETA
|
1 | 0.01 | 1 | 0.01 | 1.05 | 0.01 |
|
Mean Annual Return
|
0.29 | 0 | 0.03 | 0 | 0.17 | 0 |
|
R-squared
|
98.82 | 0.92 | 98.82 | 0.89 | 95.62 | 0.89 |
|
Standard Deviation
|
6 | 0.05 | 6.73 | 0.05 | 5.88 | 0.04 |
|
Sharpe Ratio
|
-0.18 | 0.01 | -0.53 | 0 | -0.08 | 0.01 |
|
Treynor Ratio
|
-1.32 | 0.03 | -3.8 | 0.02 | -0.59 | 0.03 |
