FCLZX Performance — Fidelity Climate Action Fund, Class Z
Data updated: 2026-08-12
FCLZX returned +17.68% year to date and +43.65% over one year to May 2026. The annualised 3-year return is +25.55%. The fund beat its Global Large Blend category average: $100 invested three years ago grew to $198, against $163 for the category, and to $144 over one year, against $123. Volatility over the past three years was 16.41% a year. In the 12 months to May 2026 the fund took in a net $5.7M, and assets reached $58.00M.
FCLZX 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 | FCLZX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $144 | $123 |
| 3 years (Jun 2023 – May 2026) | $198 | $163 |
| Since data start (Jul 2021 – May 2026) | $174 | $149 |
FCLZX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +17.68% |
| 1 year | +43.65% |
| 3 years (annualised) | +25.55% |
FCLZX 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) | +17.68% |
| 2025 | +21.49% |
| 2024 | +24.29% |
| 2023 | +19.13% |
| 2022 | −25.18% |
| 2021 (Jul–Dec) | +9.75% |
FCLZX 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 | +3.5% | 0.0% | −5.7% | +13.1% | +6.7% | — | — | — | — | — | — | — |
| 2025 | +3.6% | −4.6% | −6.8% | −0.4% | +8.5% | +4.1% | +2.1% | +2.8% | +4.8% | +6.0% | +0.7% | −0.1% |
| 2024 | +1.2% | +6.9% | +4.2% | −3.6% | +7.3% | +0.8% | +2.4% | +1.8% | +2.5% | −2.7% | +5.2% | −3.3% |
| 2023 | +7.7% | −2.6% | +3.1% | −1.3% | +0.2% | +5.7% | +2.5% | −1.4% | −6.3% | −4.6% | +10.1% | +5.9% |
| 2022 | −10.5% | −2.6% | +2.6% | −10.0% | −0.7% | −9.0% | +10.6% | −5.8% | −10.1% | +6.5% | +9.2% | −5.5% |
| 2021 | — | — | — | — | — | — | +2.7% | +4.0% | −5.5% | +9.3% | −1.5% | +1.1% |
FCLZX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 16.41%
- 3-year Sharpe ratio: 1.28 (vs 4.5% risk-free rate)
- Best month: +13.06% (Apr 2026)
- Worst month: −6.81% (Mar 2025)
FCLZX 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 |
FCLZX 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.