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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.
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Returns By Period
Fidelity Climate Action Fund (FCAUX) has returned -5.71% so far this year and 24.38% over the past 12 months.
Fidelity Climate Action Fund
- 1D
- -0.85%
- 1M
- -8.84%
- YTD
- -5.71%
- 6M
- 0.50%
- 1Y
- 24.38%
- 3Y*
- 16.05%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Jun 15, 2021, FCAUX's average daily return is +0.04%, while the average monthly return is +0.73%. At this rate, your investment would double in approximately 7.9 years.
Historically, 59% of months were positive and 41% were negative. The best month was Jul 2022 with a return of +10.7%, while the worst month was Jan 2022 at -10.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FCAUX closed higher 50% of trading days. The best single day was Apr 9, 2025 with a return of +9.9%, while the worst single day was Apr 4, 2025 at -5.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.49% | -0.06% | -8.84% | -5.71% | |||||||||
| 2025 | 3.50% | -4.57% | -6.93% | -0.27% | 8.44% | 4.10% | 2.05% | 2.78% | 4.80% | 5.95% | 0.68% | -0.07% | 21.27% |
| 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% | -5.53% | 9.17% | -1.52% | 1.09% | 11.40% |
Benchmark Metrics
Fidelity Climate Action Fund has an annualized alpha of -1.60%, beta of 1.07, and R² of 0.91 versus S&P 500 Index. Calculated based on daily prices since June 16, 2021.
- This fund participated in 117.21% of S&P 500 Index downside but only 114.46% of its upside — more exposed to losses than it benefited from rallies.
- With beta of 1.07 and R² of 0.91, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -1.60%
- Beta
- 1.07
- R²
- 0.91
- Upside Capture
- 114.46%
- Downside Capture
- 117.21%
Expense Ratio
FCAUX has a high expense ratio of 1.04%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
FCAUX ranks 70 for risk / return — better than 70% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Climate Action Fund (FCAUX) and compare them to a chosen benchmark (S&P 500 Index).
| FCAUX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.90 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.39 | +0.39 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.21 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.40 | +0.26 |
Martin ratioReturn relative to average drawdown | 7.69 | 6.61 | +1.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore FCAUX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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 | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 |
Dividend yield | 0.00% | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $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 |
| 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.
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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 10.47%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.11% | Nov 22, 2021 | 226 | Oct 14, 2022 | 397 | May 15, 2024 | 623 |
| -23.34% | Jan 24, 2025 | 52 | Apr 8, 2025 | 71 | Jul 22, 2025 | 123 |
| -10.47% | Feb 26, 2026 | 23 | Mar 30, 2026 | — | — | — |
| -9.28% | Jul 17, 2024 | 14 | Aug 5, 2024 | 32 | Sep 19, 2024 | 46 |
| -7.12% | Sep 3, 2021 | 21 | Oct 4, 2021 | 15 | Oct 25, 2021 | 36 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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