- Issuer
- Fidelity
- Inception Date
- May 11, 2023
- Category
- Target Retirement Date
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Multi-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
FSXAX Performance Chart
Fidelity Sustainable Target Date 2030 Fund (FSXAX) is up 9.0% since the beginning of the year. FSXAX is currently trading at $14 per share.
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Returns By Period
Fidelity Sustainable Target Date 2030 Fund (FSXAX) has returned 9.04% so far this year and 19.36% over the past 12 months.
Fidelity Sustainable Target Date 2030 Fund
- 1D
- -0.14%
- 1M
- 2.05%
- YTD
- 9.04%
- 6M
- 8.70%
- 1Y
- 19.36%
- 3Y*
- 14.21%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
FSXAX Monthly Returns History
Based on dividend-adjusted daily data since May 25, 2023, FSXAX's average daily return is +0.06%, while the average monthly return is +1.15%. At this rate, an investment would double in approximately 5.1 years.
Historically, 76% of months were positive and 24% were negative. The best month was Nov 2023 with a return of +7.4%, while the worst month was Mar 2026 at -4.8%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 3 months.
On a daily basis, FSXAX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +4.8%, while the worst single day was Apr 4, 2025 at -3.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.11% | 1.99% | -4.79% | 6.22% | 2.80% | 0.72% | 9.04% | ||||||
| 2025 | 2.39% | 0.61% | -2.15% | 0.70% | 3.17% | 3.39% | 0.08% | 1.89% | 2.82% | 1.64% | 0.00% | 0.53% | 16.00% |
| 2024 | -0.28% | 2.07% | 2.49% | -3.15% | 3.24% | 1.35% | 2.05% | 1.83% | 1.71% | -2.70% | 2.68% | -1.14% | 10.39% |
| 2023 | 0.51% | 3.32% | 2.05% | -2.20% | -3.81% | -2.54% | 7.40% | 4.83% | 9.40% |
Benchmark Metrics
Fidelity Sustainable Target Date 2030 Fund has an annualized alpha of 2.31%, beta of 0.58, and R2 of 0.79 versus S&P 500 Index. Calculated based on daily prices since May 25, 2023.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (60.78%) than losses (60.04%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 2.31% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.58 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 2.31%
- Beta
- 0.58
- R²
- 0.79
- Upside Capture
- 60.78%
- Downside Capture
- 60.04%
Expense Ratio
FSXAX has an expense ratio of 0.46%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSXAX ranks 64 for risk / return — better than 64% 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 Sustainable Target Date 2030 Fund (FSXAX) 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.
| FSXAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.36 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.32 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 2.93 | 2.46 | +0.48 |
| Martin ratioReturn relative to average drawdown | 12.44 | 10.92 | +1.52 |
Dividends
Dividend History
Fidelity Sustainable Target Date 2030 Fund provided a 2.14% dividend yield over the last twelve months, with an annual payout of $0.30 per share.
| Period | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
| Dividend | $0.30 | $0.28 | $0.45 | $0.16 |
Dividend yield | 2.14% | 2.21% | 3.97% | 1.49% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Sustainable Target Date 2030 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 | $0.06 | $0.00 | $0.06 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.28 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.42 | $0.45 |
| 2023 | $0.16 | $0.16 |
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 Sustainable Target Date 2030 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 Sustainable Target Date 2030 Fund was 10.04%, occurring on Apr 8, 2025. Recovery took 26 trading sessions.
The current Fidelity Sustainable Target Date 2030 Fund drawdown is 0.14%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2025 selloff2025 | -10.04%Apr 2025 | 1mo 18d | 1mo 7d | 2mo 25dFeb 2025 - May 2025 |
2023 pullback2023 | -8.88%Oct 2023 | 2mo 27d | 1mo 17d | 4mo 14dAug 2023 - Dec 2023 |
2026 pullback2026 | -6.87%Mar 2026 | 29d | 21d | 1mo 20dFeb 2026 - Apr 2026 |
2024 pullback2024 | -4.74%Aug 2024 | 21d | 12d | 1mo 3dJul 2024 - Aug 2024 |
2024 pullback2024 | -4.26%Dec 2024 | 11d | 1mo 2d | 1mo 13dDec 2024 - Jan 2025 |
Drawdown Indicators
| FSXAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.04% | -56.78% | +46.74% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -9.10% | +2.23% |
Max Drawdown (3Y)Largest decline over 3 years | -10.04% | -18.90% | +8.86% |
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 | -0.14% | -3.21% | +3.07% |
Average DrawdownAverage peak-to-trough decline | -1.46% | -10.71% | +9.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 2.04% | -0.42% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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