FARMX Performance — Fidelity Agricultural Productivity Fund
Data updated: 2026-08-12
FARMX returned +16.86% year to date and +13.38% over one year to May 2026. Annualised returns are +7.41% over 3 years and +3.79% over 5 years. The fund trailed its Global Mid-Cap Blend category average: $100 invested three years ago grew to $124, against $157 for the category, and to $113 over one year, against $125. Volatility over the past three years was 17.24% a year. In the 12 months to May 2026 the fund took in a net $917K, and assets reached $47.23M.
FARMX Growth of $100
What $100 invested in Fidelity Agricultural Productivity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Mid-Cap Blend category average over the same months.
| Period | FARMX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $113 | $125 |
| 3 years (Jun 2023 – May 2026) | $124 | $157 |
| 5 years (Jun 2021 – May 2026) | $120 | $152 |
| Since data start (May 2020 – May 2026) | $217 | $223 |
FARMX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +16.86% |
| 1 year | +13.38% |
| 3 years (annualised) | +7.41% |
| 5 years (annualised) | +3.79% |
FARMX Annual Returns
Calendar-year total returns of Fidelity Agricultural Productivity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +16.86% |
| 2025 | +7.99% |
| 2024 | −4.84% |
| 2023 | −11.59% |
| 2022 | +13.68% |
| 2021 | +23.48% |
| 2020 (May–Dec) | +45.85% |
FARMX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +11.8% | +10.3% | −1.3% | +0.5% | −4.5% | — | — | — | — | — | — | — |
| 2025 | +7.8% | −3.1% | −0.8% | +0.8% | +6.6% | +2.3% | +0.1% | −1.0% | −3.3% | −3.5% | +2.4% | +0.2% |
| 2024 | −5.8% | +0.9% | +7.8% | −5.2% | +0.3% | −2.9% | +0.8% | +2.6% | +2.2% | −1.4% | +5.3% | −8.3% |
| 2023 | +2.4% | −1.9% | −3.0% | −3.4% | −8.9% | +6.8% | +5.6% | −5.6% | −4.9% | −6.2% | +1.5% | +7.1% |
| 2022 | +1.3% | +4.9% | +12.3% | −4.0% | +0.8% | −14.7% | +8.0% | +4.3% | −8.5% | +13.5% | +4.6% | −5.8% |
| 2021 | +4.0% | +10.2% | +4.2% | +2.6% | +1.0% | −3.9% | −1.2% | +0.9% | −2.6% | +5.0% | −4.0% | +6.1% |
| 2020 | — | — | — | — | +3.6% | +1.2% | +4.5% | +8.2% | +1.3% | +0.5% | +14.9% | +5.2% |
FARMX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 17.24%
- 3-year Sharpe ratio: 0.17 (vs 4.5% risk-free rate)
- Best month: +11.82% (Jan 2026)
- Worst month: −8.32% (Dec 2024)
FARMX Fund Flows
Monthly money in and out of Fidelity Agricultural Productivity Fund, from SEC Form N-PORT.
- 12-month net flow: $917K
- 12-month gross sales (incl. reinvestments): $30.3M
- Sales ÷ redemptions: 1.03×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $2.3M | $4.4M | −$2.2M |
| Apr 2026 | $6.1M | $4.3M | $1.8M |
| Mar 2026 | $5.7M | $2.6M | $3.2M |
| Feb 2026 | $5.6M | $1.8M | $3.8M |
| Jan 2026 | $1.5M | $2.0M | −$535K |
| Dec 2025 | $1.5M | $1.7M | −$294K |
| Nov 2025 | $633K | $4.5M | −$3.8M |
| Oct 2025 | $751K | $1.2M | −$489K |
| Sep 2025 | $931K | $2.1M | −$1.1M |
| Aug 2025 | $898K | $1.7M | −$779K |
| Jul 2025 | $1.9M | $1.7M | $270K |
| Jun 2025 | $2.5M | $1.3M | $1.2M |
FARMX Assets Under Management
Net assets of Fidelity Agricultural Productivity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $47.23M |
| 2026-02-28 | $47.13M |
| 2025-11-30 | $36.18M |
| 2025-08-31 | $43.60M |
| 2025-05-31 | $42.71M |
| 2025-02-28 | $39.53M |
| 2024-11-30 | $44.44M |
| 2024-08-31 | $45.85M |
| 2024-05-31 | $51.96M |
| 2024-02-29 | $55.76M |
| 2023-11-30 | $63.99M |
| 2023-08-31 | $78.72M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.