See what your fund actually adds
Fidelity Advisor Sustainable Target Date Retirement Fund - Class A FSUEX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FSUEX | Replication |
|---|---|---|
| Annualized growth | 5.9% | 7.6% |
| Annualized volatility | 4.9% | 4.2% |
| Sharpe ratio | 1.21 | 1.78 |
| Maximum drawdown | 4.3% | 3.6% |
| Replication fit (R²) | 0.69 · Tracking error 2.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model FSUEX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SPHY | FI · High Yield | 100.0% |