Fidelity US Sustainability Index Fund (FITLX)
The fund normally invests at least 80% of assets in securities included in the MSCI USA ESG Leaders Index, which represents the performance of stocks of large- to mid-capitalization U.S. companies with high environmental, social, and governance (ESG) performance relative to their sector peers, as rated by MSCI ESG Research.
Fund Info
US31635V3987
31635V398
May 9, 2017
$0
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity US Sustainability Index 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 US Sustainability Index Fund had a return of 26.16% year-to-date (YTD) and 32.37% in the last 12 months.
FITLX
26.16%
2.41%
12.65%
32.37%
16.14%
N/A
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of FITLX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.21% | 5.57% | 3.53% | -4.51% | 4.72% | 3.71% | 0.32% | 2.02% | 2.30% | -1.01% | 26.16% | ||
| 2023 | 6.48% | -2.37% | 3.98% | 1.00% | 0.99% | 6.64% | 3.47% | -0.44% | -5.05% | -2.51% | 10.28% | 4.36% | 29.04% |
| 2022 | -6.18% | -3.32% | 3.74% | -8.62% | -0.66% | -7.45% | 8.29% | -4.96% | -8.99% | 7.32% | 6.71% | -6.00% | -20.28% |
| 2021 | -0.80% | 3.16% | 4.50% | 5.23% | 0.82% | 2.60% | 2.96% | 3.08% | -4.92% | 9.36% | -1.72% | 4.22% | 31.55% |
| 2020 | 0.79% | -7.52% | -12.54% | 12.39% | 5.28% | 1.72% | 4.12% | 7.56% | -3.48% | -2.79% | 10.99% | 3.72% | 18.68% |
| 2019 | 7.48% | 3.74% | 1.85% | 3.71% | -5.88% | 6.50% | 1.90% | -1.09% | 1.73% | 1.85% | 3.64% | 2.94% | 31.54% |
| 2018 | 5.44% | -4.06% | -1.41% | 0.27% | 1.60% | 0.61% | 4.01% | 2.43% | 0.57% | -7.00% | 3.76% | -8.53% | -3.31% |
| 2017 | 0.80% | 0.69% | 2.26% | -0.19% | 2.41% | 2.44% | 2.57% | 1.13% | 12.73% |
Expense Ratio
FITLX has an expense ratio of 0.11%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FITLX is 80, placing it in the top 20% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity US Sustainability Index Fund (FITLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity US Sustainability Index Fund provided a 0.89% dividend yield over the last twelve months, with an annual payout of $0.24 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.24 | $0.24 | $0.25 | $0.17 | $0.17 | $0.18 | $0.15 | $0.08 |
Dividend yield | 0.89% | 1.12% | 1.49% | 0.81% | 1.01% | 1.27% | 1.37% | 0.71% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity US Sustainability Index 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.25 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.17 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2017 | $0.08 | $0.08 |
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 US Sustainability Index 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 US Sustainability Index Fund was 34.35%, occurring on Mar 23, 2020. Recovery took 106 trading sessions.
The current Fidelity US Sustainability Index Fund drawdown is 1.11%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.35% | Feb 20, 2020 | 23 | Mar 23, 2020 | 106 | Aug 21, 2020 | 129 |
| -26.91% | Dec 30, 2021 | 198 | Oct 12, 2022 | 294 | Dec 13, 2023 | 492 |
| -17.87% | Sep 24, 2018 | 64 | Dec 24, 2018 | 59 | Mar 21, 2019 | 123 |
| -10.2% | Jan 29, 2018 | 9 | Feb 8, 2018 | 124 | Aug 7, 2018 | 133 |
| -9.51% | Jul 17, 2024 | 16 | Aug 7, 2024 | 30 | Sep 19, 2024 | 46 |
Volatility
Volatility Chart
The current Fidelity US Sustainability Index Fund volatility is 4.40%, 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.