See what your fund actually adds

Fidelity Advisor Sustainable Target Date 2040 Fund - Class A FSXWX

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

Fund and replication metrics

FSXWX compared with its replication portfolio
MeasureFSXWXReplication
Annualized growth16.0%16.9%
Annualized volatility12.1%13.7%
Sharpe ratio1.291.21
Maximum drawdown11.6%11.6%
Replication fit (R²)0.94 · Tracking error 3.0%

Replication portfolio

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

FSXWX replication basket weights
TickerBuilding blockWeight
VEAIntl · Developed32.0%
VWOEmerging Markets19.8%
EFGIntl · Growth17.8%
VOOUS Large Cap16.5%
VTIUS Broad Market13.8%