FSEBX Performance — Fidelity Sustainable U.S. Equity Fund
Data updated: 2026-08-12
FSEBX returned +12.75% year to date and +32.76% over one year to May 2026. The annualised 3-year return is +21.13%. The fund beat its Thematic Equity category average: $100 invested three years ago grew to $178, against $175 for the category, and to $133 over one year, against $125. Volatility over the past three years was 15.39% a year. In the 12 months to May 2026 the fund lost a net $54K, and assets reached $35.73M.
FSEBX Growth of $100
What $100 invested in Fidelity Sustainable U.S. Equity Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Thematic Equity category average over the same months.
| Period | FSEBX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $133 | $125 |
| 3 years (Jun 2023 – May 2026) | $178 | $175 |
| Since data start (Jul 2021 – May 2026) | $173 | $145 |
FSEBX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.75% |
| 1 year | +32.76% |
| 3 years (annualised) | +21.13% |
FSEBX Annual Returns
Calendar-year total returns of Fidelity Sustainable U.S. Equity Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +12.75% |
| 2025 | +15.43% |
| 2024 | +20.14% |
| 2023 | +24.69% |
| 2022 | −19.63% |
| 2021 (Jul–Dec) | +10.38% |
FSEBX 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 | +1.6% | +0.3% | −5.9% | +11.5% | +5.5% | — | — | — | — | — | — | — |
| 2025 | +2.7% | −4.7% | −7.8% | +1.0% | +7.6% | +7.0% | +2.2% | +0.6% | +3.1% | +3.5% | +0.2% | +0.1% |
| 2024 | +1.5% | +6.3% | +3.6% | −4.5% | +4.3% | +1.2% | +2.2% | +1.5% | +2.4% | −2.1% | +6.0% | −3.4% |
| 2023 | +8.3% | −2.5% | +2.7% | −0.1% | +1.2% | +6.4% | +2.9% | −2.5% | −5.2% | −3.0% | +9.2% | +6.0% |
| 2022 | −6.4% | −3.2% | +2.8% | −8.3% | −0.8% | −8.3% | +9.6% | −4.9% | −9.5% | +8.4% | +7.5% | −5.9% |
| 2021 | — | — | — | — | — | — | +2.9% | +3.6% | −5.1% | +8.6% | −3.2% | +3.8% |
FSEBX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 15.39%
- 3-year Sharpe ratio: 1.08 (vs 4.5% risk-free rate)
- Best month: +11.46% (Apr 2026)
- Worst month: −7.76% (Mar 2025)
FSEBX Fund Flows
Monthly money in and out of Fidelity Sustainable U.S. Equity Fund, from SEC Form N-PORT.
- 12-month net flow: −$54K
- 12-month gross sales (incl. reinvestments): $5.4M
- Sales ÷ redemptions: 0.99×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $534K | $404K | $130K |
| Apr 2026 | $346K | $350K | −$4K |
| Mar 2026 | $483K | $506K | −$23K |
| Feb 2026 | $434K | $225K | $209K |
| Jan 2026 | $993K | $325K | $668K |
| Dec 2025 | $595K | $583K | $12K |
| Nov 2025 | $374K | $324K | $50K |
| Oct 2025 | $650K | $629K | $21K |
| Sep 2025 | $192K | $296K | −$104K |
| Aug 2025 | $391K | $679K | −$288K |
| Jul 2025 | $227K | $840K | −$612K |
| Jun 2025 | $192K | $304K | −$112K |
FSEBX Assets Under Management
Net assets of Fidelity Sustainable U.S. Equity Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $35.73M |
| 2026-02-28 | $32.19M |
| 2025-11-30 | $30.69M |
| 2025-08-31 | $28.75M |
| 2025-05-31 | $27.05M |
| 2025-02-28 | $28.19M |
| 2024-11-30 | $29.56M |
| 2024-08-31 | $28.40M |
| 2024-05-31 | $26.86M |
| 2024-02-29 | $25.59M |
| 2023-11-30 | $21.66M |
| 2023-08-31 | $20.66M |
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.