Fidelity Thematic Funds Summary Page

for period ending May 31, 2025

More ways to view this list of Fidelity funds:
by Category: Balanced, Digital Assets, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Small-Mid Cap, Target Date, Target Risk, Tax Exempt, Thematic

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the Fidelity funds.
Sort any column by clicking the heading in the gray row. Click any Fidelity fund name below for full details.

Maximum Drawdown vs. Annual Return

● Fidelity Funds: Thematic ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

Fidelity Fund Name	ID	Peer Group	1 month	YTD	1 year	3 year	5 year	10 year	15 year	20 year	15 year	20 year
					Total Return, annualized %						Max DrawDown
U.S. Total Bond Market	BND	Benchmark	-0.7%	2.5%	5.4%	*	*	*	*	*	*	*
S&P 500	SPY	Benchmark	6.3%	0.9%	13.2%	*	*	*	*	*	*	*
Strategic 60-40 Portfolio	s.6040	Benchmark	3.5%	1.3%	10.0%	*	*	*	*	*	*	*
Stocks for Inflation ETF	FCPI	U.S. Equity	6.4%	5.0%	14.7%	*	*	*	*	*	*	*
Disruptors ETF	FDIF	U.S. Equity	6.6%	1.3%	15.0%	*	*	*	*	*	*	*
Low Volatility Factor ETF	FDLO	U.S. Equity	2.6%	1.2%	11.1%	*	*	*	*	*	*	*
Momentum Factor ETF	FDMO	U.S. Equity	8.9%	3.6%	18.9%	*	*	*	*	*	*	*
Women's Leadership ETF	FDWM	U.S. Equity	7.4%	0.0%	5.0%	*	*	*	*	*	*	*
Hedged Equity ETF	FHEQ	U.S. Equity	4.7%	1.0%	11.2%	*	*	*	*	*	*	*
U.S. Multifactor ETF	FLRG	U.S. Equity	5.9%	3.6%	15.5%	*	*	*	*	*	*	*
Preferred Sec & Inc ETF	FPFD	U.S. Equity	1.3%	0.8%	4.3%	*	*	*	*	*	*	*
Quality Factor ETF	FQAL	U.S. Equity	5.7%	3.1%	15.3%	*	*	*	*	*	*	*
Sustainable U.S. Equity ETF	FSST	U.S. Equity	6.7%	-2.5%	6.1%	*	*	*	*	*	*	*
Value Factor ETF	FVAL	U.S. Equity	5.4%	0.0%	10.3%	*	*	*	*	*	*	*
Yield Enhanced Equity ETF	FYEE	U.S. Equity	3.7%	-1.2%	10.7%	*	*	*	*	*	*	*
Healthy Future	FAPHX	Global Equity	3.4%	-2.0%	2.1%	*	*	*	*	*	*	*
Fidelity Climate Action	FCAEX	U.S. Equity	8.4%	-0.7%	5.8%	*	*	*	*	*	*	*
Disciplined Equity	FDEQX	U.S. Equity	8.5%	0.9%	0.8%	*	*	*	*	*	*	*
Hedged Equity	FEQHX	U.S. Equity	5.0%	1.4%	11.4%	*	*	*	*	*	*	*
US Sustainability Index	FITLX	U.S. Equity	8.0%	1.0%	10.3%	*	*	*	*	*	*	*
Leveraged Company Stock	FLVCX	U.S. Equity	11.4%	0.9%	7.5%	*	*	*	*	*	*	*
Intl Sustainability Index	FNIDX	Global Equity	4.5%	12.6%	9.4%	*	*	*	*	*	*	*
Sustainable U.S. Equity	FSEBX	U.S. Equity	7.6%	-2.0%	5.5%	*	*	*	*	*	*	*
US Low Volatility Equity	FULVX	U.S. Equity	1.8%	4.5%	8.5%	*	*	*	*	*	*	*
Women’s Leadership	FWOMX	U.S. Equity	7.2%	-0.5%	2.7%	*	*	*	*	*	*	*
Sustainable Multi-Asset	FYMRX	U.S. Equity	4.5%	4.6%	8.8%	*	*	*	*	*	*	*