FSWJX Performance — Fidelity Sustainable Target Date 2020 Fund, Class I
Data updated: 2026-08-24
FSWJX returned +7.07% year to date and +13.41% over one year to Jun 2026. The annualised 3-year return is +10.71%. The fund trailed its Target-Date category average: $100 invested three years ago grew to $136, against $150 for the category, and to $113 over one year, against $118. Volatility over the past three years was 8.07% a year. In the 12 months to Jun 2026 the fund took in a net $158K, and assets reached $5.31M.
FSWJX Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2020 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FSWJX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $113 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $136 | $150 |
| Since data start (Jun 2023 – Jun 2026) | $139 | $156 |
FSWJX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.07% |
| 1 year | +13.41% |
| 3 years (annualised) | +10.71% |
FSWJX Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2020 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.07% |
| 2025 | +13.61% |
| 2024 | +6.68% |
| 2023 (Jun–Dec) | +7.30% |
FSWJX 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 | +1.7% | +1.9% | −4.0% | +4.9% | +2.2% | +0.5% | — | — | — | — | — | — |
| 2025 | +1.9% | +1.0% | −1.6% | +0.7% | +2.2% | +2.8% | 0.0% | +1.7% | +2.3% | +1.3% | +0.1% | +0.4% |
| 2024 | −0.2% | +1.2% | +2.0% | −2.8% | +2.8% | +1.2% | +2.0% | +1.7% | +1.7% | −2.6% | +2.1% | −2.5% |
| 2023 | — | — | — | — | — | +2.6% | +1.5% | −1.8% | −3.5% | −2.2% | +6.5% | +4.5% |
FSWJX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 8.07%
- 3-year Sharpe ratio: 0.77 (vs 4.5% risk-free rate)
- Best month: +6.49% (Nov 2023)
- Worst month: −4.03% (Mar 2026)
FSWJX Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2020 Fund, from SEC Form N-PORT.
- 12-month net flow: $158K
- 12-month gross sales (incl. reinvestments): $607K
- Sales ÷ redemptions: 1.35×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $11K | $11K | $263 |
| May 2026 | $47K | $2K | $44K |
| Apr 2026 | $36K | $2K | $34K |
| Mar 2026 | $21K | $115K | −$94K |
| Feb 2026 | $97K | $10K | $88K |
| Jan 2026 | $123K | $4K | $119K |
| Dec 2025 | $161K | $7K | $154K |
| Nov 2025 | $14K | $10K | $4K |
| Oct 2025 | $5K | $8K | −$3K |
| Sep 2025 | $79K | $35K | $43K |
| Aug 2025 | $7K | $30K | −$23K |
| Jul 2025 | $7K | $215K | −$208K |
FSWJX Assets Under Management
Net assets of Fidelity Sustainable Target Date 2020 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $5.31M |
| 2026-03-31 | $4.89M |
| 2025-12-31 | $4.81M |
| 2025-09-30 | $4.70M |
| 2025-06-30 | $4.70M |
| 2025-03-31 | $2.09M |
| 2024-12-31 | $2.02M |
| 2024-09-30 | $1.91M |
| 2024-06-30 | $1.81M |
| 2024-03-31 | $1.79M |
| 2023-12-31 | $1.48M |
| 2023-09-30 | $1.19M |
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.