FSXZX Performance — Fidelity Sustainable Target Date 2040 Fund, Class M
Data updated: 2026-08-24
FSXZX returned +11.74% year to date and +21.74% over one year to Jun 2026. Over one year the fund beat its Target-Date category average: $100 grew to $122, against $118 for the category. Volatility over the past 12 months was 11.28% a year. In the 12 months to Jun 2026 the fund took in a net $7.7M, and assets reached $22.14M.
FSXZX Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2040 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FSXZX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $122 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $77 | $150 |
| Since data start (Jun 2023 – Jun 2026) | $78 | $156 |
FSXZX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +11.74% |
| 1 year | +21.74% |
3- and 5-year figures withheld: returns differ from sibling classes.
FSXZX Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2040 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +11.74% |
| 2025 | +11.08% |
| 2024 | −27.31% |
| 2023 (Jun–Dec) | −13.12% |
FSXZX 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 | +2.7% | +2.0% | −5.9% | +8.4% | +3.7% | +0.8% | — | — | — | — | — | — |
| 2025 | −0.6% | −3.6% | −3.1% | +0.7% | +4.8% | +4.1% | +0.4% | +2.1% | +3.4% | +2.0% | −0.1% | +1.0% |
| 2024 | −3.8% | −0.1% | −0.5% | −6.8% | +0.3% | −2.1% | −1.7% | −1.5% | −1.8% | −6.1% | −0.2% | −6.8% |
| 2023 | — | — | — | — | — | +1.4% | −0.7% | −6.1% | −7.6% | −6.4% | +4.8% | +1.6% |
FSXZX Risk
Risk measures from monthly returns over Jul 2025 – Jun 2026.
- 1-year volatility (annualised): 11.28%
- Best month: +8.37% (Apr 2026)
- Worst month: −5.88% (Mar 2026)
FSXZX Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2040 Fund, from SEC Form N-PORT.
- 12-month net flow: $7.7M
- 12-month gross sales (incl. reinvestments): $10.8M
- Sales ÷ redemptions: 3.53×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $1.4M | $260K | $1.1M |
| May 2026 | $1.5M | $310K | $1.2M |
| Apr 2026 | $781K | $306K | $474K |
| Mar 2026 | $496K | $350K | $146K |
| Feb 2026 | $786K | $551K | $235K |
| Jan 2026 | $1.5M | $235K | $1.2M |
| Dec 2025 | $693K | $77K | $616K |
| Nov 2025 | $800K | $360K | $440K |
| Oct 2025 | $1.1M | $323K | $772K |
| Sep 2025 | $746K | $47K | $699K |
| Aug 2025 | $561K | $96K | $465K |
| Jul 2025 | $502K | $148K | $354K |
FSXZX Assets Under Management
Net assets of Fidelity Sustainable Target Date 2040 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $22.14M |
| 2026-03-31 | $17.05M |
| 2025-12-31 | $15.69M |
| 2025-09-30 | $13.65M |
| 2025-06-30 | $11.39M |
| 2025-03-31 | $7.78M |
| 2024-12-31 | $6.22M |
| 2024-09-30 | $5.88M |
| 2024-06-30 | $4.95M |
| 2024-03-31 | $3.49M |
| 2023-12-31 | $2.06M |
| 2023-09-30 | $1.37M |
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.