FSAZX vs. AOR

In the year-to-date period, FSAZX achieves a -1.50% return, which is significantly lower than AOR's 4.37% return. Over the past 10 years, FSAZX has underperformed AOR with an annualized return of 1.92%, while AOR has yielded a comparatively higher 6.37% annualized return.

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FSAZX has a 0.55% expense ratio, which is higher than AOR's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Arizona Municipal Income Fund (FSAZX) and iShares Core Growth Allocation ETF (AOR). 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.

The current FSAZX Sharpe Ratio is 0.38, which is lower than the AOR Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of FSAZX and AOR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FSAZX's dividend yield for the trailing twelve months is around 2.44%, less than AOR's 2.60% yield.

The maximum FSAZX drawdown since its inception was -13.52%, smaller than the maximum AOR drawdown of -24.44%. Use the drawdown chart below to compare losses from any high point for FSAZX and AOR.

The current volatility for Fidelity Arizona Municipal Income Fund (FSAZX) is 0.68%, while iShares Core Growth Allocation ETF (AOR) has a volatility of 2.44%. This indicates that FSAZX experiences smaller price fluctuations and is considered to be less risky than AOR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.