FIUIX vs. FLTMX
FIUIX (Fidelity Telecom and Utilities Fund) and FLTMX (Fidelity Intermediate Municipal Income Fund) are both mutual funds - FIUIX is a Utilities Equities fund managed by Fidelity, while FLTMX is a Municipal Bonds fund managed by Fidelity. Over the past 10 years, FIUIX returned 8.52%/yr vs 1.90%/yr for FLTMX. Their 0.07 correlation means their historical movements had little consistent relationship. FIUIX charges 0.68%/yr vs 0.32%/yr for FLTMX.
Performance
FIUIX vs. FLTMX - Performance Comparison
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Returns By Period
In the year-to-date period, FIUIX achieves a 2.07% return, which is significantly higher than FLTMX's -0.43% return. Over the past 10 years, FIUIX has outperformed FLTMX with an annualized return of 8.52%, while FLTMX has yielded a comparatively lower 1.90% annualized return.
FIUIX
- 1D
- 0.06%
- 1M
- -2.57%
- 6M
- 0.23%
- YTD
- 2.07%
- 1Y
- -4.20%
- 3Y*
- 13.56%
- 5Y*
- 9.54%
- 10Y*
- 8.52%
- ALL TIME*
- 9.02%
FLTMX
- 1D
- -0.20%
- 1M
- -1.66%
- 6M
- -1.33%
- YTD
- -0.43%
- 1Y
- 3.31%
- 3Y*
- 3.27%
- 5Y*
- 0.87%
- 10Y*
- 1.90%
- ALL TIME*
- 4.11%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FIUIX vs. FLTMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 2.07% | 4.91% | 30.29% | 3.37% | 5.00% | 7.18% | 2.08% | 22.09% | 3.33% | 11.98% |
FLTMX Fidelity Intermediate Municipal Income Fund | -0.43% | 6.02% | 1.19% | 5.52% | -6.92% | 0.83% | 4.36% | 6.34% | 1.89% | 4.50% |
Correlation
The correlation between FIUIX and FLTMX is 0.13, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.13 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.17 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.12 |
Correlation (All Time) Calculated using the full available price history since Nov 27, 1987 | 0.07 |
The correlation between FIUIX and FLTMX shifts across timeframes, from 0.07 (all time) to 0.21 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
FIUIX vs. FLTMX — Risk / Return Rank
FIUIX
FLTMX
FIUIX vs. FLTMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Telecom and Utilities Fund (FIUIX) and Fidelity Intermediate Municipal Income Fund (FLTMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIUIX | FLTMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -2.69 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.39 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.31 | 1.34 | -1.66 |
| Martin ratioReturn relative to average drawdown | -0.69 | 3.67 | -4.36 |
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Drawdowns
FIUIX vs. FLTMX - Drawdown Comparison
The maximum FIUIX drawdown since its inception was -66.48%, which is greater than FLTMX's maximum drawdown of -16.13%. Use the drawdown chart below to compare losses from any high point for FIUIX and FLTMX.
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Drawdown Indicators
| FIUIX | FLTMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.48% | -16.13% | -50.35% |
Max Drawdown (1Y)Largest decline over 1 year | -13.84% | -2.97% | -10.87% |
Max Drawdown (3Y)Largest decline over 3 years | -13.84% | -3.67% | -10.17% |
Max Drawdown (5Y)Largest decline over 5 years | -16.64% | -10.91% | -5.73% |
Max Drawdown (10Y)Largest decline over 10 years | -33.51% | -10.91% | -22.60% |
Current DrawdownCurrent decline from peak | -10.16% | -2.39% | -7.77% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -1.64% | -10.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.20% | 1.09% | +5.11% |
Volatility
FIUIX vs. FLTMX - Volatility Comparison
Fidelity Telecom and Utilities Fund (FIUIX) has a higher volatility of 4.06% compared to Fidelity Intermediate Municipal Income Fund (FLTMX) at 0.79%. This indicates that FIUIX's price experiences larger fluctuations and is considered to be riskier than FLTMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIUIX | FLTMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 0.79% | +3.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.48% | 1.96% | +9.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.76% | 2.40% | +13.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 3.08% | +12.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 3.24% | +13.95% |
FIUIX vs. FLTMX - Expense Ratio Comparison
FIUIX has a 0.68% expense ratio, which is higher than FLTMX's 0.32% expense ratio.
Dividends
FIUIX vs. FLTMX - Dividend Comparison
FIUIX's dividend yield for the trailing twelve months is around 3.17%, more than FLTMX's 2.70% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIUIX Fidelity Telecom and Utilities Fund | 3.17% | 2.34% | 6.50% | 7.60% | 3.77% | 5.19% | 3.73% | 6.88% | 10.10% | 5.99% | 3.33% | 3.65% |
FLTMX Fidelity Intermediate Municipal Income Fund | 2.70% | 3.70% | 2.47% | 2.42% | 1.36% | 1.67% | 2.00% | 2.39% | 3.31% | 2.64% | 3.20% | 2.36% |
Frequently Asked Questions
FIUIX and FLTMX have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIUIX has higher volatility (4.06%) compared to FLTMX (0.79%). In terms of maximum drawdown, FIUIX dropped -66.48% vs FLTMX's -16.13%.
FLTMX currently has the higher Sharpe Ratio (1.67 vs -0.27), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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