FCALX Performance — Fidelity Climate Action Fund, Class C
Data updated: 2026-08-12
FCALX returned +17.13% year to date and +42.16% over one year to May 2026. Over one year the fund beat its Global Large Blend category average: $100 grew to $142, against $123 for the category. Volatility over the past 12 months was 15.76% a year. In the 12 months to May 2026 the fund took in a net $5.7M, and assets reached $58.00M.
FCALX 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.
| Period | FCALX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $142 | $123 |
| 3 years (Jun 2023 – May 2026) | $156 | $163 |
| Since data start (Jul 2021 – May 2026) | $107 | $149 |
FCALX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.13% |
| 1 year | +42.16% |
3- and 5-year figures withheld: disagrees with sibling classes.
FCALX Annual Returns
Calendar-year total returns of Fidelity Climate Action Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +17.13% |
| 2025 | +17.79% |
| 2024 | +9.15% |
| 2023 | +4.75% |
| 2022 | −34.23% |
| 2021 (Jul–Dec) | +2.92% |
FCALX 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 | +3.3% | −0.1% | −5.8% | +13.0% | +6.6% | — | — | — | — | — | — | — |
| 2025 | +2.5% | −5.6% | −7.0% | −0.4% | +8.3% | +4.1% | +2.0% | +2.7% | +4.7% | +5.8% | +0.6% | −0.1% |
| 2024 | 0.0% | +5.8% | +3.1% | −4.7% | +6.2% | −0.3% | +1.3% | +0.7% | +1.5% | −3.7% | +4.0% | −4.3% |
| 2023 | +6.6% | −3.7% | +1.9% | −2.4% | −0.9% | +4.7% | +1.3% | −2.4% | −7.4% | −5.5% | +8.9% | +4.9% |
| 2022 | −11.5% | −3.6% | +1.4% | −11.0% | −1.7% | −10.0% | +9.5% | −6.8% | −11.1% | +5.4% | +8.0% | −6.6% |
| 2021 | — | — | — | — | — | — | +1.7% | +2.9% | −6.6% | +8.1% | −2.6% | 0.0% |
FCALX Risk
Risk measures from monthly returns over Jun 2025 – May 2026.
- 1-year volatility (annualised): 15.76%
- Best month: +12.99% (Apr 2026)
- Worst month: −5.78% (Mar 2026)
FCALX 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×
| Month | Sales | Redemptions | Net 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 |
FCALX Assets Under Management
Net assets of Fidelity Climate Action Fund by report date, from SEC N-PORT filings.
| Report date | Net 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.