FSXAX Performance — Fidelity Sustainable Target Date 2030 Fund
Data updated: 2026-08-24
FSXAX returned +9.06% year to date and +16.84% over one year to Jun 2026. The annualised 3-year return is +13.02%. The fund trailed its Target-Date category average: $100 invested three years ago grew to $144, against $150 for the category, and to $117 over one year, against $118. Volatility over the past three years was 9.44% a year. In the 12 months to Jun 2026 the fund took in a net $4.3M, and assets reached $15.25M.
FSXAX Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2030 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FSXAX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $117 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $144 | $150 |
| Since data start (Jun 2023 – Jun 2026) | $149 | $156 |
FSXAX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.06% |
| 1 year | +16.84% |
| 3 years (annualised) | +13.02% |
FSXAX Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2030 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +9.06% |
| 2025 | +15.99% |
| 2024 | +8.34% |
| 2023 (Jun–Dec) | +8.85% |
FSXAX 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 | +2.1% | +2.0% | −4.8% | +6.2% | +2.8% | +0.7% | — | — | — | — | — | — |
| 2025 | +2.4% | +0.6% | −2.1% | +0.7% | +3.2% | +3.4% | +0.1% | +1.9% | +2.8% | +1.6% | 0.0% | +0.5% |
| 2024 | −0.3% | +2.1% | +2.5% | −3.1% | +3.2% | +1.4% | +2.1% | +1.8% | +1.7% | −2.7% | +2.7% | −2.9% |
| 2023 | — | — | — | — | — | +3.3% | +2.1% | −2.2% | −3.8% | −2.5% | +7.4% | +4.8% |
FSXAX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.44%
- 3-year Sharpe ratio: 0.90 (vs 4.5% risk-free rate)
- Best month: +7.40% (Nov 2023)
- Worst month: −4.79% (Mar 2026)
FSXAX Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2030 Fund, from SEC Form N-PORT.
- 12-month net flow: $4.3M
- 12-month gross sales (incl. reinvestments): $8.9M
- Sales ÷ redemptions: 1.94×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $560K | $900K | −$341K |
| May 2026 | $879K | $72K | $807K |
| Apr 2026 | $408K | $622K | −$215K |
| Mar 2026 | $440K | $287K | $152K |
| Feb 2026 | $2.1M | $66K | $2.1M |
| Jan 2026 | $406K | $1.1M | −$686K |
| Dec 2025 | $672K | $257K | $415K |
| Nov 2025 | $226K | $385K | −$159K |
| Oct 2025 | $1.4M | $153K | $1.3M |
| Sep 2025 | $350K | $453K | −$103K |
| Aug 2025 | $749K | $77K | $672K |
| Jul 2025 | $610K | $194K | $416K |
FSXAX Assets Under Management
Net assets of Fidelity Sustainable Target Date 2030 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $15.25M |
| 2026-03-31 | $13.68M |
| 2025-12-31 | $12.33M |
| 2025-09-30 | $10.77M |
| 2025-06-30 | $9.31M |
| 2025-03-31 | $6.89M |
| 2024-12-31 | $6.12M |
| 2024-09-30 | $4.81M |
| 2024-06-30 | $3.93M |
| 2024-03-31 | $3.45M |
| 2023-12-31 | $2.26M |
| 2023-09-30 | $1.69M |
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.