Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSUMX (Fidelity Series Sustainable U.S. Market Fund) | 11.97% | 30.16% | 22.28% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 05/15/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSUMX (Fidelity Series Sustainable U.S. Market Fund) | 05/15/2023 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.36 | 30.16 | 22.28 | NA | NA | NA | NA | … | … | 11.97 | 18.79 | 23.11 | 16.99 |
| Sharpe Ratio | NA | 2.16 | 1.27 | NA | NA | NA | NA | … | … | 1.74 | 0.83 | 1.50 | 2.05 |
| Standard Deviation(%) | NA | 13.07 | 15.35 | NA | NA | NA | NA | … | … | 14.96 | 19.17 | 12.96 | 12.01 |
| Draw Down(%) | NA | 8.54 | 20.08 | NA | NA | NA | NA | … | … | 8.54 | 20.02 | 8.89 | 10.44 |
| Yield(%) | 0.00 | 2.41 | 2.50 | 1.57 | 0.78 | 0.52 | 0.39 | … | … | 1.11 | 1.40 | 2.50 | 1.20 |
Data as of 06/11/2026, Common starting date is 05/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSUMX (Fidelity Series Sustainable U.S. Market Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSUMX (Fidelity Series Sustainable U.S. Market Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart