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Nasdaq - Delayed Quote USD

Fidelity Climate Action Fund (FCAEX)

11.52
+0.18
+(1.59%)
At close: 8:04:12 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in equity securities of climate aware companies. Climate aware companies are those that Fidelity Management & Research Company LLC (FMR) believes are working to address climate change or its impacts either indirectly through their corporate strategy, or directly through the technology, services, or products they provide. It invests in securities of domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 24.06%
Worst 1Y Total Return --
Number of Years Up 2
Number of Years Down 1

Performance & Risk

YTD Return -8.31%
5y Average Return 0.00%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FCAEXCategory AverageFCAEXCategory AverageFCAEXCategory Average
Alpha -2.5 0.04 -- 0.04 -- 0.02
BETA 1.19 0.01 -- 0.01 -- 0.01
Mean Annual Return 0.52 0.02 -- 0.02 -- 0.01
R-squared 93.78 0.89 -- 0.87 -- 0.88
Standard Deviation 20.04 0.19 -- 0.15 -- 0.15
Sharpe Ratio 0.08 0.01 -- 0.01 -- 0.01
Treynor Ratio -0.26 0.18 -- 0.18 -- 0.11

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