- Issuer
- Fidelity
- Inception Date
- Apr 14, 2022
- Category
- Large Cap Blend Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FIDJX Performance Chart
Fidelity SAI Sustainable Sector Fund (FIDJX) is up 12.5% since the beginning of the year. FIDJX is currently trading at $18 per share.
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Returns By Period
Fidelity SAI Sustainable Sector Fund (FIDJX) has returned 12.53% so far this year and 26.11% over the past 12 months.
Fidelity SAI Sustainable Sector Fund
- 1D
- 2.20%
- 1M
- -2.21%
- 6M
- 10.14%
- YTD
- 12.53%
- 1Y
- 26.11%
- 3Y*
- 20.00%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 16.68%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
FIDJX Monthly Returns History
Based on dividend-adjusted daily data since Apr 25, 2022, FIDJX's average daily return is +0.07%, while the average monthly return is +1.38%. At this rate, an investment would double in approximately 4.2 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2026 with a return of +12.2%, 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 53% 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% | -4.61% | 12.21% | 5.05% | 0.81% | -2.89% | 12.53% | |||||
| 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 1.47%, beta of 1.05, and R2 of 0.98 versus S&P 500 Index. Calculated based on daily prices since April 25, 2022.
- This fund captured 106.31% of S&P 500 Index gains but only 97.15% 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
- 1.47%
- Beta
- 1.05
- R²
- 0.98
- Upside Capture
- 106.31%
- Downside Capture
- 97.15%
Expense Ratio
FIDJX has an expense ratio of 0.44%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FIDJX ranks 71 for risk / return — above 71% of mutual funds peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Fidelity SAI Sustainable Sector Fund (FIDJX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FIDJX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.23 | ||
| Sortino ratioReturn per unit of downside risk | +0.31 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.25 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 2.00 | +0.73 |
| Martin ratioReturn relative to average drawdown | 11.70 | 8.49 | +3.21 |
Dividends
Dividend History
Fidelity SAI Sustainable Sector Fund provided a 0.34% dividend yield over the last twelve months, with an annual payout of $0.06 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $0.06 | $0.10 | $0.24 | $0.06 | $0.04 |
Dividend yield | 0.34% | 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 | $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 3.05%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-20.43%Apr 2025 | 2mo 14d | 2mo 26d | 5mo 10dJan 2025 - Jul 2025 | 2025 selloff2025 |
-16.97%Oct 2022 | 1mo 26d | 7mo 8d | 9mo 4dAug 2022 - May 2023 | Bear market2022 |
-15.27%Jun 2022 | 1mo 12d | 1mo 27d | 3mo 9dMay 2022 - Aug 2022 | Bear market2022 |
-9.93%Oct 2023 | 2mo 27d | 26d | 3mo 23dAug 2023 - Nov 2023 | — |
-9.61%Aug 2024 | 19d | 1mo 26d | 2mo 15dJul 2024 - Sep 2024 | — |
Drawdown Indicators
| FIDJX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.43% | -56.78% | +36.35% |
Max Drawdown (1Y)Largest decline over 1 year | -8.63% | -9.10% | +0.47% |
Max Drawdown (3Y)Largest decline over 3 years | -20.43% | -18.90% | -1.53% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -3.05% | -1.58% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -3.49% | -10.70% | +7.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | 2.14% | -0.13% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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