Fidelity Climate Action Fund (FCAUX)
Fund Info
Jun 14, 2021
$0
Large-Cap
Growth
Expense Ratio
FCAUX has a high expense ratio of 1.04%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Climate Action Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Climate Action Fund had a return of 3.42% year-to-date (YTD) and 20.51% in the last 12 months.
FCAUX
3.42%
0.32%
6.10%
20.51%
N/A
N/A
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of FCAUX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | 3.50% | 3.42% | |||||||||||
2024 | 1.11% | 6.80% | 4.21% | -3.59% | 7.36% | 0.69% | 2.50% | 1.68% | 2.56% | -2.74% | 5.14% | -3.23% | 24.06% |
2023 | 7.69% | -2.68% | 3.10% | -1.33% | 0.23% | 5.74% | 2.46% | -1.35% | -6.32% | -4.61% | 10.14% | 5.93% | 19.06% |
2022 | -10.50% | -2.61% | 2.57% | -10.14% | -0.56% | -8.99% | 10.66% | -5.80% | -10.07% | 6.32% | 9.17% | -5.56% | -25.29% |
2021 | 1.60% | 2.66% | 4.03% | -4.79% | 8.32% | -1.52% | 1.09% | 11.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FCAUX is 69, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Climate Action Fund (FCAUX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Climate Action Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
Period | TTM | 2024 | 2023 | 2022 |
---|---|---|---|---|
Dividend | $0.00 | $0.00 | $0.02 | $0.00 |
Dividend yield | 0.00% | 0.00% | 0.15% | 0.04% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Climate Action Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2025 | $0.00 | $0.00 | $0.00 | ||||||||||
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Climate Action Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Climate Action Fund was 35.11%, occurring on Oct 14, 2022. Recovery took 397 trading sessions.
The current Fidelity Climate Action Fund drawdown is 2.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-35.11% | Nov 17, 2021 | 229 | Oct 14, 2022 | 397 | May 15, 2024 | 626 |
-9.28% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
-7.04% | Sep 7, 2021 | 20 | Oct 4, 2021 | 15 | Oct 25, 2021 | 35 |
-4.75% | Dec 12, 2024 | 19 | Jan 10, 2025 | 7 | Jan 22, 2025 | 26 |
-3.7% | Jan 24, 2025 | 14 | Feb 12, 2025 | — | — | — |
Volatility
Volatility Chart
The current Fidelity Climate Action Fund volatility is 4.61%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.