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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity SAI Sustainable Sector 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 SAI Sustainable Sector Fund (FIDJX) has returned -5.40% so far this year and 18.87% over the past 12 months.
Fidelity SAI Sustainable Sector Fund
- 1D
- -0.65%
- 1M
- -7.46%
- YTD
- -5.40%
- 6M
- -1.81%
- 1Y
- 18.87%
- 3Y*
- 18.07%
- 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 Apr 25, 2022, FIDJX's average daily return is +0.06%, while the average monthly return is +1.12%. At this rate, your investment would double in approximately 5.2 years.
Historically, 65% of months were positive and 35% were negative. The best month was Jul 2022 with a return of +9.7%, while the worst month was Sep 2022 at -9.5%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FIDJX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +9.6%, while the worst single day was Apr 4, 2025 at -5.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.17% | 0.06% | -7.46% | -5.40% | |||||||||
| 2025 | 2.54% | -2.47% | -6.45% | -0.15% | 6.59% | 4.88% | 2.20% | 1.91% | 4.14% | 3.21% | 0.56% | 0.01% | 17.55% |
| 2024 | 1.85% | 6.23% | 2.93% | -3.80% | 4.53% | 3.62% | 0.09% | 1.68% | 1.73% | -0.81% | 6.55% | -2.47% | 23.85% |
| 2023 | 8.31% | -2.03% | 3.81% | 1.47% | 1.14% | 6.44% | 3.75% | -1.67% | -4.62% | -2.18% | 9.50% | 4.98% | 31.66% |
| 2022 | -3.40% | -0.43% | -8.77% | 9.74% | -3.85% | -9.45% | 7.37% | 5.72% | -5.98% | -10.52% |
Benchmark Metrics
Fidelity SAI Sustainable Sector Fund has an annualized alpha of 1.60%, beta of 1.05, and R² of 0.98 versus S&P 500 Index. Calculated based on daily prices since April 26, 2022.
- This fund captured 105.34% of S&P 500 Index gains but only 96.56% of its losses — a favorable profile for investors.
- With beta of 1.05 and R² of 0.98, 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
- 1.05
- R²
- 0.98
- Upside Capture
- 105.34%
- Downside Capture
- 96.56%
Expense Ratio
FIDJX has an expense ratio of 0.44%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FIDJX ranks 59 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity SAI Sustainable Sector Fund (FIDJX) and compare them to a chosen benchmark (S&P 500 Index).
| FIDJX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.90 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.39 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.21 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.40 | -0.08 |
Martin ratioReturn relative to average drawdown | 6.63 | 6.61 | +0.02 |
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 FIDJX 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 SAI Sustainable Sector Fund provided a 0.64% dividend yield over the last twelve months, with an annual payout of $0.10 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $0.10 | $0.10 | $0.24 | $0.06 | $0.04 |
Dividend yield | 0.64% | 0.60% | 1.74% | 0.52% | 0.44% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity SAI Sustainable Sector 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 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.10 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.24 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.06 |
| 2022 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.04 |
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 SAI Sustainable Sector 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 SAI Sustainable Sector Fund was 20.43%, occurring on Apr 8, 2025. Recovery took 59 trading sessions.
The current Fidelity SAI Sustainable Sector Fund drawdown is 8.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.43% | Jan 24, 2025 | 51 | Apr 8, 2025 | 59 | Jul 3, 2025 | 110 |
| -16.97% | Aug 17, 2022 | 40 | Oct 12, 2022 | 150 | May 18, 2023 | 190 |
| -15.27% | May 5, 2022 | 30 | Jun 16, 2022 | 39 | Aug 12, 2022 | 69 |
| -9.93% | Aug 1, 2023 | 63 | Oct 27, 2023 | 18 | Nov 22, 2023 | 81 |
| -9.61% | Jul 17, 2024 | 14 | Aug 5, 2024 | 39 | Sep 30, 2024 | 53 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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