FSZBX Performance — Fidelity Sustainable Target Date 2050 Fund, Class I
Data updated: 2026-08-24
FSZBX returned +13.61% year to date and +24.89% over one year to Jun 2026. The annualised 3-year return is +18.36%. The fund beat its Target-Date category average: $100 invested three years ago grew to $166, against $150 for the category, and to $125 over one year, against $118. Volatility over the past three years was 12.15% a year. In the 12 months to Jun 2026 the fund took in a net $5.0M, and assets reached $19.23M.
FSZBX Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2050 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FSZBX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $125 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $166 | $150 |
| Since data start (Jun 2023 – Jun 2026) | $174 | $156 |
FSZBX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.61% |
| 1 year | +24.89% |
| 3 years (annualised) | +18.36% |
FSZBX Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2050 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +13.61% |
| 2025 | +21.18% |
| 2024 | +12.97% |
| 2023 (Jun–Dec) | +12.08% |
FSZBX 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 | +3.1% | +1.9% | −6.2% | +9.6% | +4.2% | +0.9% | — | — | — | — | — | — |
| 2025 | +3.2% | −0.3% | −3.4% | +0.9% | +5.2% | +4.4% | +0.4% | +2.4% | +3.6% | +2.1% | −0.1% | +1.2% |
| 2024 | −0.2% | +3.9% | +3.3% | −3.4% | +4.1% | +1.4% | +1.9% | +2.1% | +1.9% | −2.6% | +3.6% | −3.4% |
| 2023 | — | — | — | — | — | +5.1% | +3.1% | −2.8% | −4.4% | −3.0% | +8.8% | +5.3% |
FSZBX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.15%
- 3-year Sharpe ratio: 1.14 (vs 4.5% risk-free rate)
- Best month: +9.59% (Apr 2026)
- Worst month: −6.21% (Mar 2026)
FSZBX Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2050 Fund, from SEC Form N-PORT.
- 12-month net flow: $5.0M
- 12-month gross sales (incl. reinvestments): $7.7M
- Sales ÷ redemptions: 2.94×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $703K | $114K | $589K |
| May 2026 | $529K | $142K | $387K |
| Apr 2026 | $500K | $135K | $365K |
| Mar 2026 | $559K | $152K | $407K |
| Feb 2026 | $798K | $90K | $707K |
| Jan 2026 | $676K | $1.1M | −$470K |
| Dec 2025 | $781K | $349K | $432K |
| Nov 2025 | $431K | $102K | $329K |
| Oct 2025 | $471K | $167K | $303K |
| Sep 2025 | $378K | $129K | $249K |
| Aug 2025 | $1.5M | $36K | $1.4M |
| Jul 2025 | $343K | $43K | $299K |
FSZBX Assets Under Management
Net assets of Fidelity Sustainable Target Date 2050 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $19.23M |
| 2026-03-31 | $15.56M |
| 2025-12-31 | $15.17M |
| 2025-09-30 | $13.84M |
| 2025-06-30 | $11.05M |
| 2025-03-31 | $7.59M |
| 2024-12-31 | $6.54M |
| 2024-09-30 | $5.62M |
| 2024-06-30 | $4.70M |
| 2024-03-31 | $3.71M |
| 2023-12-31 | $2.40M |
| 2023-09-30 | $2.16M |
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.