FCAJX Performance — Fidelity Climate Action Fund, Class A

Data updated: 2026-08-12

FCAJX returned +17.49% year to date and +43.12% over one year to May 2026. Over one year the fund beat its Global Large Blend category average: $100 grew to $143, against $123 for the category. Volatility over the past 12 months was 15.78% a year. In the 12 months to May 2026 the fund took in a net $5.7M, and assets reached $58.00M.

FCAJX Growth of $100

What $100 invested in Fidelity Climate Action Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Large Blend category average over the same months.

PeriodFCAJXCategory average
1 year (Jun 2025 – May 2026)$143$123
3 years (Jun 2023 – May 2026)$56$163
Since data start (Jul 2021 – May 2026)$13$149

FCAJX Trailing Returns

Total returns to May 2026, from SEC N-PORT.

PeriodTotal return
YTD+17.49%
1 year+43.12%

3- and 5-year figures withheld: returns differ from sibling classes.

FCAJX Annual Returns

Calendar-year total returns of Fidelity Climate Action Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.

YearTotal return
2026 (Jan–May)+17.49%
2025+7.48%
2024−39.17%
2023−41.68%
2022−63.40%
2021 (Jul–Dec)−23.21%

FCAJX Monthly Returns

Monthly total returns as reported on SEC Form N-PORT.

YearJanFebMarAprMayJunJulAugSepOctNovDec
2026+3.4%0.0%−5.7%+13.1%+6.6%———————
2025−2.4%−10.1%−6.9%−0.4%+8.4%+4.0%+2.1%+2.8%+4.8%+5.9%+0.7%−0.1%
2024−4.7%+0.7%−1.8%−9.2%+1.1%−5.0%−3.5%−4.2%−3.3%−8.3%−0.9%−8.9%
2023+1.4%−8.2%−2.9%−7.0%−5.5%−0.3%−3.5%−7.0%−11.6%−10.1%+3.6%−0.2%
2022−15.6%−8.2%−3.4%−15.2%−6.4%−14.2%+4.3%−11.2%−15.3%+0.2%+2.8%−11.1%
2021——————−3.1%−2.1%−11.0%+2.9%−7.2%−4.8%

FCAJX Risk

Risk measures from monthly returns over Jun 2025 – May 2026.

  • 1-year volatility (annualised): 15.78%
  • Best month: +13.08% (Apr 2026)
  • Worst month: −5.71% (Mar 2026)

FCAJX Fund Flows

Monthly money in and out of Fidelity Climate Action Fund, from SEC Form N-PORT.

  • 12-month net flow: $5.7M
  • 12-month gross sales (incl. reinvestments): $14.4M
  • Sales ÷ redemptions: 1.66×
MonthSalesRedemptionsNet flow
May 2026$2.1M$854K$1.2M
Apr 2026$1.8M$800K$956K
Mar 2026$1.9M$797K$1.1M
Feb 2026$1.8M$629K$1.2M
Jan 2026$1.6M$804K$778K
Dec 2025$1.1M$915K$194K
Nov 2025$1.0M$1.1M−$15K
Oct 2025$960K$385K$575K
Sep 2025$813K$526K$287K
Aug 2025$439K$556K−$117K
Jul 2025$538K$757K−$218K
Jun 2025$286K$581K−$294K

FCAJX Assets Under Management

Net assets of Fidelity Climate Action Fund by report date, from SEC N-PORT filings.

Report dateNet assets
2026-05-31$58.00M
2026-02-28$47.76M
2025-11-30$44.10M
2025-08-31$38.66M
2025-05-31$35.99M
2025-02-28$38.13M
2024-11-30$39.14M
2024-08-31$35.06M
2024-05-31$31.19M
2024-02-29$28.05M
2023-11-30$23.61M
2023-08-31$23.64M

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.