FSUMX Performance — Fidelity Series Sustainable U.S. Market Fund
Data updated: 2026-09-23
FSUMX returned +13.69% year to date and +25.65% over one year to Jul 2026. The annualised 3-year return is +20.32%. The fund beat its Thematic Equity category average: $100 invested three years ago grew to $174, against $151 for the category, and to $126 over one year, against $109. Volatility over the past three years was 13.67% a year. In the 12 months to Jul 2026 the fund took in a net $17.8M, and assets reached $70.39M.
FSUMX Growth of $100
What $100 invested in Fidelity Series Sustainable U.S. Market Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Thematic Equity category average over the same months.
| Period | FSUMX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $126 | $109 |
| 3 years (Aug 2023 – Jul 2026) | $174 | $151 |
| Since data start (Jun 2023 – Jul 2026) | $193 | $165 |
FSUMX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.69% |
| 1 year | +25.65% |
| 3 years (annualised) | +20.32% |
FSUMX Annual Returns
Calendar-year total returns of Fidelity Series Sustainable U.S. Market Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +13.69% |
| 2025 | +18.79% |
| 2024 | +23.09% |
| 2023 (Jun–Dec) | +16.19% |
FSUMX 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 | +1.9% | −0.2% | −4.6% | +11.3% | +5.1% | +0.7% | −0.5% | — | — | — | — | — |
| 2025 | +3.1% | −2.4% | −6.1% | −0.6% | +6.6% | +5.1% | +2.1% | +2.5% | +3.5% | +3.0% | +0.5% | +0.7% |
| 2024 | +1.0% | +5.4% | +4.0% | −3.7% | +4.9% | +2.5% | +1.9% | +1.8% | +1.7% | −0.9% | +6.7% | −3.7% |
| 2023 | — | — | — | — | — | +6.5% | +4.1% | −1.8% | −4.5% | −2.9% | +9.2% | +5.3% |
FSUMX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 13.67%
- 3-year Sharpe ratio: 1.16 (vs 4.5% risk-free rate)
- Best month: +11.35% (Apr 2026)
- Worst month: −6.14% (Mar 2025)
FSUMX Fund Flows
Monthly money in and out of Fidelity Series Sustainable U.S. Market Fund, from SEC Form N-PORT.
- 12-month net flow: $17.8M
- 12-month gross sales (incl. reinvestments): $31.3M
- Sales ÷ redemptions: 2.32×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $3.4M | $519K | $2.8M |
| Jun 2026 | $2.9M | $1.2M | $1.7M |
| May 2026 | $2.5M | $1.7M | $782K |
| Apr 2026 | $2.4M | $877K | $1.5M |
| Mar 2026 | $3.2M | $343K | $2.8M |
| Feb 2026 | $3.8M | $2.7M | $1.1M |
| Jan 2026 | $2.8M | $1.0M | $1.8M |
| Dec 2025 | $2.3M | $1.1M | $1.2M |
| Nov 2025 | $1.4M | $3.1M | −$1.7M |
| Oct 2025 | $2.5M | $527K | $2.0M |
| Sep 2025 | $1.7M | $312K | $1.4M |
| Aug 2025 | $2.4M | $94K | $2.3M |
FSUMX Assets Under Management
Net assets of Fidelity Series Sustainable U.S. Market Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $70.39M |
| 2026-04-30 | $61.71M |
| 2026-01-31 | $53.36M |
| 2025-10-31 | $51.01M |
| 2025-07-31 | $41.24M |
| 2025-04-30 | $30.31M |
| 2025-01-31 | $28.55M |
| 2024-10-31 | $25.41M |
| 2024-07-31 | $21.68M |
| 2024-04-30 | $16.98M |
| 2024-01-31 | $11.82M |
| 2023-10-31 | $9.49M |
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.