FSWRX Performance — Fidelity Sustainable Target Date 2025 Fund, Class C
Data updated: 2026-08-24
FSWRX returned +7.55% year to date and +14.21% over one year to Jun 2026. Over one year the fund trailed its Target-Date category average: $100 grew to $114, against $118 for the category. Volatility over the past 12 months was 8.12% a year. In the 12 months to Jun 2026 the fund took in a net $3.2M, and assets reached $6.48M.
FSWRX Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2025 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FSWRX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $114 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $112 | $150 |
| Since data start (Jun 2023 – Jun 2026) | $114 | $156 |
FSWRX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.55% |
| 1 year | +14.21% |
3- and 5-year figures withheld: disagrees with sibling classes.
FSWRX Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2025 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.55% |
| 2025 | +11.74% |
| 2024 | −5.76% |
| 2023 (Jun–Dec) | +0.37% |
FSWRX 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 | +1.8% | +1.9% | −4.6% | +5.5% | +2.5% | +0.5% | — | — | — | — | — | — |
| 2025 | +1.2% | −0.2% | −2.0% | +0.6% | +2.6% | +3.0% | 0.0% | +1.8% | +2.5% | +1.5% | −0.1% | +0.4% |
| 2024 | −1.4% | +0.5% | +1.2% | −4.2% | +2.0% | +0.2% | +1.0% | +0.7% | +0.7% | −3.7% | +1.3% | −4.0% |
| 2023 | — | — | — | — | — | +1.9% | +0.7% | −3.1% | −4.8% | −3.4% | +5.8% | +3.8% |
FSWRX Risk
Risk measures from monthly returns over Jul 2025 – Jun 2026.
- 1-year volatility (annualised): 8.12%
- Best month: +5.52% (Apr 2026)
- Worst month: −4.57% (Mar 2026)
FSWRX Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2025 Fund, from SEC Form N-PORT.
- 12-month net flow: $3.2M
- 12-month gross sales (incl. reinvestments): $3.8M
- Sales ÷ redemptions: 5.91×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $51K | $42K | $9K |
| May 2026 | $144K | $56K | $89K |
| Apr 2026 | $334K | $286K | $47K |
| Mar 2026 | $130K | $29K | $101K |
| Feb 2026 | $161K | $5K | $156K |
| Jan 2026 | $1.0M | $27K | $1.0M |
| Dec 2025 | $141K | $9K | $132K |
| Nov 2025 | $268K | $3K | $265K |
| Oct 2025 | $74K | $125K | −$51K |
| Sep 2025 | $56K | $44K | $12K |
| Aug 2025 | $1.3M | $2K | $1.3M |
| Jul 2025 | $77K | $13K | $64K |
FSWRX Assets Under Management
Net assets of Fidelity Sustainable Target Date 2025 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $6.48M |
| 2026-03-31 | $5.83M |
| 2025-12-31 | $4.61M |
| 2025-09-30 | $4.27M |
| 2025-06-30 | $2.72M |
| 2025-03-31 | $2.24M |
| 2024-12-31 | $2.15M |
| 2024-09-30 | $2.20M |
| 2024-06-30 | $1.82M |
| 2024-03-31 | $1.68M |
| 2023-12-31 | $1.32M |
| 2023-09-30 | $1.58M |
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.