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Fidelity Series Sustainable Investment Grade Bond Fund FIGDX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FIGDX | Replication |
|---|---|---|
| Annualized growth | 2.4% | 2.3% |
| Annualized volatility | 5.3% | 5.3% |
| Sharpe ratio | 0.47 | 0.46 |
| Maximum drawdown | 5.2% | 5.3% |
| Replication fit (R²) | 0.99 · Tracking error 0.5% | |
Replication portfolio
The published portfolio below is the investable basket used to model FIGDX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| AGG | FI · Aggregate | 100.0% |