Fidelity Sustainable Multi-Asset Fund (FYMIX)
Fund Info
Feb 9, 2022
$0
Large-Cap
Blend
Expense Ratio
FYMIX has an expense ratio of 0.05%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Sustainable Multi-Asset 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 Sustainable Multi-Asset Fund had a return of 3.78% year-to-date (YTD) and 13.26% in the last 12 months.
FYMIX
3.78%
1.52%
3.67%
13.26%
N/A
N/A
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
Monthly Returns
The table below presents the monthly returns of FYMIX, 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.13% | 3.78% | |||||||||||
| 2024 | 0.42% | 3.06% | 2.56% | -3.19% | 3.91% | 1.69% | 1.46% | 2.02% | 1.98% | -2.86% | 2.57% | -2.70% | 11.09% |
| 2023 | 6.40% | -2.95% | 3.04% | 0.79% | -0.67% | 3.51% | 1.97% | -2.15% | -4.17% | -2.41% | 7.75% | 4.77% | 16.15% |
| 2022 | -3.20% | 0.21% | -7.11% | -0.11% | -6.33% | 5.34% | -4.05% | -8.45% | 3.33% | 8.19% | -3.33% | -15.71% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FYMIX is 72, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Sustainable Multi-Asset Fund (FYMIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Sustainable Multi-Asset Fund provided a 1.78% dividend yield over the last twelve months, with an annual payout of $0.19 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | $0.19 | $0.19 | $0.17 | $0.15 |
Dividend yield | 1.78% | 1.84% | 1.78% | 1.79% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Sustainable Multi-Asset 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $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 | $0.19 | $0.19 |
| 2023 | $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 |
| 2022 | $0.15 | $0.15 |
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 Sustainable Multi-Asset 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 Multi-Asset Fund was 22.70%, occurring on Oct 14, 2022. Recovery took 332 trading sessions.
The current Fidelity Sustainable Multi-Asset Fund drawdown is 0.23%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.7% | Feb 11, 2022 | 170 | Oct 14, 2022 | 332 | Feb 12, 2024 | 502 |
| -6.22% | Jul 17, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -5.08% | Dec 9, 2024 | 23 | Jan 13, 2025 | — | — | — |
| -4.69% | Apr 1, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -3.4% | Sep 27, 2024 | 25 | Oct 31, 2024 | 23 | Dec 4, 2024 | 48 |
Volatility
Volatility Chart
The current Fidelity Sustainable Multi-Asset Fund volatility is 2.41%, 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.