FSVKX Performance — Fidelity Sustainable Target Date 2010 Fund, Class K
Data updated: 2026-08-24
FSVKX returned +5.28% year to date and +10.02% over one year to Jun 2026. The annualised 3-year return is +8.33%. The fund trailed its Target-Date category average: $100 invested three years ago grew to $127, against $150 for the category, and to $110 over one year, against $118. Volatility over the past three years was 6.03% a year. In the 12 months to Jun 2026 the fund took in a net $137K, and assets reached $1.44M.
FSVKX 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 | FSVKX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $110 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $127 | $150 |
| Since data start (Jun 2023 – Jun 2026) | $129 | $156 |
FSVKX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.28% |
| 1 year | +10.02% |
| 3 years (annualised) | +8.33% |
FSVKX 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) | +5.28% |
| 2025 | +10.68% |
| 2024 | +4.83% |
| 2023 (Jun–Dec) | +5.65% |
FSVKX 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 | +1.2% | +1.6% | −2.9% | +3.4% | +1.6% | +0.4% | — | — | — | — | — | — |
| 2025 | +1.4% | +1.2% | −0.7% | +0.8% | +1.0% | +2.1% | 0.0% | +1.4% | +1.6% | +1.0% | +0.3% | +0.2% |
| 2024 | −0.2% | +0.4% | +1.5% | −2.3% | +2.2% | +1.1% | +1.9% | +1.4% | +1.5% | −2.2% | +1.5% | −1.8% |
| 2023 | — | — | — | — | — | +1.5% | +0.9% | −1.2% | −2.6% | −1.5% | +4.9% | +3.8% |
FSVKX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 6.03%
- 3-year Sharpe ratio: 0.64 (vs 4.5% risk-free rate)
- Best month: +4.89% (Nov 2023)
- Worst month: −2.90% (Mar 2026)
FSVKX 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 |
FSVKX 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.