FSXRX Performance — Fidelity Sustainable Target Date 2035 Fund, Class Z
Data updated: 2026-08-24
FSXRX returned +10.10% year to date and +18.91% over one year to Jun 2026. The annualised 3-year return is +14.71%. The fund beat its Target-Date category average: $100 invested three years ago grew to $151, against $150 for the category, and to $119 over one year, against $118. Volatility over the past three years was 10.19% a year. In the 12 months to Jun 2026 the fund took in a net $6.1M, and assets reached $15.45M.
FSXRX Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2035 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FSXRX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $119 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $151 | $150 |
| Since data start (Jun 2023 – Jun 2026) | $157 | $156 |
FSXRX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.10% |
| 1 year | +18.91% |
| 3 years (annualised) | +14.71% |
FSXRX Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2035 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +10.10% |
| 2025 | +17.51% |
| 2024 | +10.10% |
| 2023 (Jun–Dec) | +10.44% |
FSXRX 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 | +2.3% | +2.0% | −5.1% | +7.0% | +3.1% | +0.8% | — | — | — | — | — | — |
| 2025 | +2.6% | +0.3% | −2.6% | +0.9% | +3.8% | +3.6% | +0.2% | +2.0% | +3.1% | +1.8% | −0.1% | +0.8% |
| 2024 | −0.3% | +2.8% | +2.7% | −3.2% | +3.5% | +1.4% | +2.0% | +1.9% | +1.8% | −2.7% | +3.0% | −3.1% |
| 2023 | — | — | — | — | — | +4.2% | +2.5% | −2.5% | −4.0% | −2.7% | +7.8% | +5.1% |
FSXRX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 10.19%
- 3-year Sharpe ratio: 1.00 (vs 4.5% risk-free rate)
- Best month: +7.85% (Nov 2023)
- Worst month: −5.12% (Mar 2026)
FSXRX Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2035 Fund, from SEC Form N-PORT.
- 12-month net flow: $6.1M
- 12-month gross sales (incl. reinvestments): $7.5M
- Sales ÷ redemptions: 5.25×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $936K | $148K | $788K |
| May 2026 | $541K | $109K | $432K |
| Apr 2026 | $1.1M | $252K | $813K |
| Mar 2026 | $454K | $129K | $325K |
| Feb 2026 | $813K | $64K | $750K |
| Jan 2026 | $490K | $143K | $347K |
| Dec 2025 | $1.0M | $67K | $964K |
| Nov 2025 | $287K | $72K | $215K |
| Oct 2025 | $401K | $53K | $348K |
| Sep 2025 | $390K | $239K | $151K |
| Aug 2025 | $651K | $41K | $610K |
| Jul 2025 | $443K | $115K | $328K |
FSXRX Assets Under Management
Net assets of Fidelity Sustainable Target Date 2035 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $15.45M |
| 2026-03-31 | $12.07M |
| 2025-12-31 | $10.80M |
| 2025-09-30 | $9.20M |
| 2025-06-30 | $7.66M |
| 2025-03-31 | $5.32M |
| 2024-12-31 | $4.68M |
| 2024-09-30 | $4.48M |
| 2024-06-30 | $3.66M |
| 2024-03-31 | $3.47M |
| 2023-12-31 | $1.60M |
| 2023-09-30 | $1.33M |
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.