FSVTX Performance — Fidelity Sustainable Target Date 2015 Fund, Class M
Data updated: 2026-08-24
FSVTX returned +5.82% year to date and +10.84% over one year to Jun 2026. Over one year the fund trailed its Target-Date category average: $100 grew to $111, against $118 for the category. Volatility over the past 12 months was 6.12% a year. In the 12 months to Jun 2026 the fund took in a net $195K, and assets reached $1.71M.
FSVTX Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2015 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FSVTX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $111 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $63 | $150 |
| Since data start (Jun 2023 – Jun 2026) | $62 | $156 |
FSVTX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +5.82% |
| 1 year | +10.84% |
3- and 5-year figures withheld: returns differ from sibling classes.
FSVTX Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2015 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +5.82% |
| 2025 | +3.75% |
| 2024 | −31.44% |
| 2023 (Jun–Dec) | −17.30% |
FSVTX 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 | +1.4% | +1.7% | −3.5% | +4.0% | +1.8% | +0.3% | — | — | — | — | — | — |
| 2025 | −1.9% | −2.4% | −1.2% | +0.7% | +1.7% | +2.4% | −0.1% | +1.5% | +1.8% | +1.1% | +0.1% | +0.2% |
| 2024 | −3.7% | −2.8% | −1.8% | −6.1% | −1.1% | −2.5% | −1.6% | −2.1% | −2.0% | −5.8% | −1.8% | −5.7% |
| 2023 | — | — | — | — | — | −1.7% | −2.3% | −5.1% | −6.5% | −5.3% | +1.9% | +0.4% |
FSVTX Risk
Risk measures from monthly returns over Jul 2025 – Jun 2026.
- 1-year volatility (annualised): 6.12%
- Best month: +4.02% (Apr 2026)
- Worst month: −3.46% (Mar 2026)
FSVTX Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2015 Fund, from SEC Form N-PORT.
- 12-month net flow: $195K
- 12-month gross sales (incl. reinvestments): $218K
- Sales ÷ redemptions: 9.58×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $3K | $0 | $3K |
| May 2026 | $12K | $0 | $12K |
| Apr 2026 | $420 | $0 | $420 |
| Mar 2026 | $6K | $2K | $4K |
| Feb 2026 | $154K | $10K | $144K |
| Jan 2026 | $12K | $1K | $10K |
| Dec 2025 | $20K | $0 | $20K |
| Nov 2025 | $326 | $351 | −$25 |
| Oct 2025 | $5K | $58 | $5K |
| Sep 2025 | $397 | $101 | $296 |
| Aug 2025 | $279 | $0 | $279 |
| Jul 2025 | $5K | $9K | −$4K |
FSVTX Assets Under Management
Net assets of Fidelity Sustainable Target Date 2015 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.71M |
| 2026-03-31 | $1.60M |
| 2025-12-31 | $1.45M |
| 2025-09-30 | $1.44M |
| 2025-06-30 | $1.39M |
| 2025-03-31 | $1.33M |
| 2024-12-31 | $1.30M |
| 2024-09-30 | $1.14M |
| 2024-06-30 | $1.13M |
| 2024-03-31 | $1.11M |
| 2023-12-31 | $1.08M |
| 2023-09-30 | $1.01M |
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.