FCAOX Performance — Fidelity Climate Action Fund, Class M
Data updated: 2026-08-12
FCAOX returned +17.42% year to date and +42.80% 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.
FCAOX 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 | FCAOX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $143 | $123 |
| 3 years (Jun 2023 – May 2026) | $92 | $163 |
| Since data start (Jul 2021 – May 2026) | $35 | $149 |
FCAOX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.42% |
| 1 year | +42.80% |
3- and 5-year figures withheld: returns differ from sibling classes.
FCAOX 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) | +17.42% |
| 2025 | +12.42% |
| 2024 | −19.51% |
| 2023 | −22.79% |
| 2022 | −51.51% |
| 2021 (Jul–Dec) | −11.61% |
FCAOX 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 | +3.4% | −0.1% | −5.7% | +13.0% | +6.6% | — | — | — | — | — | — | — |
| 2025 | −0.1% | −8.1% | −6.9% | −0.4% | +8.4% | +4.1% | +2.0% | +2.8% | +4.7% | +5.9% | +0.6% | −0.1% |
| 2024 | −2.4% | +3.0% | +0.5% | −7.0% | +3.5% | −2.8% | −1.1% | −1.9% | −1.1% | −6.2% | +1.5% | −6.7% |
| 2023 | +3.9% | −6.1% | −0.6% | −4.8% | −3.3% | +2.0% | −1.2% | −4.8% | −9.7% | −7.9% | +6.0% | +2.2% |
| 2022 | −13.7% | −6.0% | −1.1% | −13.2% | −4.2% | −12.2% | +6.7% | −9.1% | −13.3% | +2.6% | +5.3% | −8.9% |
| 2021 | — | — | — | — | — | — | −0.9% | +0.4% | −8.9% | +5.4% | −5.0% | −2.5% |
FCAOX Risk
Risk measures from monthly returns over Jun 2025 – May 2026.
- 1-year volatility (annualised): 15.78%
- Best month: +13.03% (Apr 2026)
- Worst month: −5.71% (Mar 2026)
FCAOX 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 |
FCAOX 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.