FSTFX vs. VTEX
Compare and contrast key facts about Fidelity Limited Term Municipal Income Fund (FSTFX) and VTEX (VTEX).
FSTFX is managed by Fidelity. It was launched on Dec 24, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTFX or VTEX.
Key characteristics
| FSTFX | VTEX | |
|---|---|---|
| YTD Return | 2.43% | -3.34% |
| 1Y Return | 5.03% | 4.89% |
| 3Y Return (Ann) | 0.49% | -25.91% |
| Sharpe Ratio | 2.97 | 0.09 |
| Sortino Ratio | 4.91 | 0.47 |
| Omega Ratio | 1.82 | 1.06 |
| Calmar Ratio | 1.39 | 0.05 |
| Martin Ratio | 13.06 | 0.20 |
| Ulcer Index | 0.38% | 20.20% |
| Daily Std Dev | 1.69% | 43.47% |
| Max Drawdown | -7.38% | -91.38% |
| Current Drawdown | -0.58% | -79.38% |
Correlation
The correlation between FSTFX and VTEX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FSTFX vs. VTEX - Performance Comparison
In the year-to-date period, FSTFX achieves a 2.43% return, which is significantly higher than VTEX's -3.34% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
FSTFX vs. VTEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Municipal Income Fund (FSTFX) and VTEX (VTEX). 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.
Dividends
FSTFX vs. VTEX - Dividend Comparison
FSTFX's dividend yield for the trailing twelve months is around 1.97%, while VTEX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTFX Fidelity Limited Term Municipal Income Fund | 1.97% | 1.69% | 1.38% | 1.26% | 1.59% | 1.75% | 1.64% | 1.50% | 1.47% | 1.60% | 1.91% | 1.82% |
VTEX VTEX | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSTFX vs. VTEX - Drawdown Comparison
The maximum FSTFX drawdown since its inception was -7.38%, smaller than the maximum VTEX drawdown of -91.38%. Use the drawdown chart below to compare losses from any high point for FSTFX and VTEX. For additional features, visit the drawdowns tool.
Volatility
FSTFX vs. VTEX - Volatility Comparison
The current volatility for Fidelity Limited Term Municipal Income Fund (FSTFX) is 0.77%, while VTEX (VTEX) has a volatility of 6.69%. This indicates that FSTFX experiences smaller price fluctuations and is considered to be less risky than VTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.