FTFMX vs. USNYX

In the year-to-date period, FTFMX achieves a -1.43% return, which is significantly higher than USNYX's -1.84% return. Over the past 10 years, FTFMX has underperformed USNYX with an annualized return of 1.61%, while USNYX has yielded a comparatively higher 1.84% annualized return.

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FTFMX has a 0.46% expense ratio, which is lower than USNYX's 0.67% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity New York Municipal Income Fund (FTFMX) and USAA New York Bond Fund (USNYX). 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 FTFMX Sharpe Ratio is 0.07, which is higher than the USNYX Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of FTFMX and USNYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTFMX's dividend yield for the trailing twelve months is around 2.62%, less than USNYX's 3.27% yield.

The maximum FTFMX drawdown since its inception was -19.44%, which is greater than USNYX's maximum drawdown of -18.01%. Use the drawdown chart below to compare losses from any high point for FTFMX and USNYX. For additional features, visit the drawdowns tool.