FSVEX Performance — Fidelity Sustainable Target Date 2010 Fund, Class M
Data updated: 2026-08-24
FSVEX returned +4.95% year to date and +9.30% over one year to Jun 2026. Over one year the fund trailed its Target-Date category average: $100 grew to $109, against $118 for the category. Volatility over the past 12 months was 5.22% a year. In the 12 months to Jun 2026 the fund took in a net $137K, and assets reached $1.44M.
FSVEX Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2010 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FSVEX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $109 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $61 | $150 |
| Since data start (Jun 2023 – Jun 2026) | $60 | $156 |
FSVEX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.95% |
| 1 year | +9.30% |
3- and 5-year figures withheld: returns differ from sibling classes.
FSVEX Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2010 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +4.95% |
| 2025 | +2.36% |
| 2024 | −32.00% |
| 2023 (Jun–Dec) | −17.97% |
FSVEX 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 | +1.1% | +1.6% | −3.0% | +3.4% | +1.6% | +0.4% | — | — | — | — | — | — |
| 2025 | −2.2% | −2.4% | −0.8% | +0.7% | +1.1% | +2.0% | −0.1% | +1.4% | +1.5% | +1.0% | +0.1% | +0.2% |
| 2024 | −3.8% | −3.1% | −2.1% | −5.7% | −1.4% | −2.6% | −1.7% | −2.1% | −2.1% | −5.6% | −2.1% | −5.4% |
| 2023 | — | — | — | — | — | −2.1% | −2.6% | −4.7% | −6.0% | −5.1% | +1.2% | +0.1% |
FSVEX Risk
Risk measures from monthly returns over Jul 2025 – Jun 2026.
- 1-year volatility (annualised): 5.22%
- Best month: +3.36% (Apr 2026)
- Worst month: −2.99% (Mar 2026)
FSVEX Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2010 Fund, from SEC Form N-PORT.
- 12-month net flow: $137K
- 12-month gross sales (incl. reinvestments): $168K
- Sales ÷ redemptions: 5.46×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $21K | $18 | $21K |
| May 2026 | $29K | $2K | $27K |
| Apr 2026 | $20K | $3K | $18K |
| Mar 2026 | $45K | $11 | $44K |
| Feb 2026 | $1K | $6K | −$4K |
| Jan 2026 | $4K | $855 | $3K |
| Dec 2025 | $24K | $0 | $24K |
| Nov 2025 | $436 | $15K | −$14K |
| Oct 2025 | $14K | $3K | $10K |
| Sep 2025 | $1K | $118 | $910 |
| Aug 2025 | $8K | $38 | $7K |
| Jul 2025 | $243 | $1K | −$1K |
FSVEX Assets Under Management
Net assets of Fidelity Sustainable Target Date 2010 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.44M |
| 2026-03-31 | $1.31M |
| 2025-12-31 | $1.27M |
| 2025-09-30 | $1.27M |
| 2025-06-30 | $1.22M |
| 2025-03-31 | $1.14M |
| 2024-12-31 | $1.11M |
| 2024-09-30 | $1.14M |
| 2024-06-30 | $1.09M |
| 2024-03-31 | $1.05M |
| 2023-12-31 | $1.04M |
| 2023-09-30 | $978.96K |
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.