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Fidelity Advisor Sustainable Target Date 2025 Fund - Class A FSWQX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

FSWQX compared with its replication portfolio
MeasureFSWQXReplication
Annualized growth10.4%3.7%
Annualized volatility8.6%6.3%
Sharpe ratio1.190.62
Maximum drawdown8.4%7.3%
Replication fit (R²)0.57 · Tracking error 5.7%

Replication portfolio

The published portfolio below is the investable basket used to model FSWQX’s historical return behavior.

FSWQX replication basket weights
TickerBuilding blockWeight
SCHPFI · TIPS43.0%
SPTLFI · Long Gov20.7%
VWOEmerging Markets18.9%
AGGFI · Aggregate17.4%