FSZMX Performance — Fidelity Sustainable Target Date 2055 Fund, Class I
Data updated: 2026-08-24
FSZMX returned +13.83% year to date and +25.15% over one year to Jun 2026. The annualised 3-year return is +18.44%. 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 12.22% a year. In the 12 months to Jun 2026 the fund took in a net $5.5M, and assets reached $16.59M.
FSZMX Growth of $100
What $100 invested in Fidelity Sustainable Target Date 2055 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | FSZMX | 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) | $175 | $156 |
FSZMX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +13.83% |
| 1 year | +25.15% |
| 3 years (annualised) | +18.44% |
FSZMX Annual Returns
Calendar-year total returns of Fidelity Sustainable Target Date 2055 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +13.83% |
| 2025 | +21.20% |
| 2024 | +12.89% |
| 2023 (Jun–Dec) | +12.15% |
FSZMX 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% | −6.3% | +9.8% | +4.3% | +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% | +3.8% | +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% | +5.4% |
FSZMX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.22%
- 3-year Sharpe ratio: 1.14 (vs 4.5% risk-free rate)
- Best month: +9.80% (Apr 2026)
- Worst month: −6.27% (Mar 2026)
FSZMX Fund Flows
Monthly money in and out of Fidelity Sustainable Target Date 2055 Fund, from SEC Form N-PORT.
- 12-month net flow: $5.5M
- 12-month gross sales (incl. reinvestments): $7.1M
- Sales ÷ redemptions: 4.41×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $841K | $182K | $659K |
| May 2026 | $944K | $98K | $846K |
| Apr 2026 | $584K | $90K | $495K |
| Mar 2026 | $728K | $117K | $611K |
| Feb 2026 | $674K | $72K | $601K |
| Jan 2026 | $560K | $364K | $196K |
| Dec 2025 | $714K | $55K | $660K |
| Nov 2025 | $505K | $138K | $368K |
| Oct 2025 | $350K | $151K | $199K |
| Sep 2025 | $471K | $128K | $343K |
| Aug 2025 | $252K | $73K | $179K |
| Jul 2025 | $483K | $142K | $340K |
FSZMX Assets Under Management
Net assets of Fidelity Sustainable Target Date 2055 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $16.59M |
| 2026-03-31 | $12.62M |
| 2025-12-31 | $11.44M |
| 2025-09-30 | $10.01M |
| 2025-06-30 | $8.56M |
| 2025-03-31 | $6.35M |
| 2024-12-31 | $5.61M |
| 2024-09-30 | $5.25M |
| 2024-06-30 | $4.28M |
| 2024-03-31 | $2.97M |
| 2023-12-31 | $1.78M |
| 2023-09-30 | $1.40M |
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.