FSVOX

Active

Fidelity Sustainable Target Date 2015 Fund

Category: Other (5,046 funds)

Expense Ratio

0.32%

Annual Cost per $10K

$32.00

30-Year Fee Drag per $10K

$6,542

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

-13.28%

Asset Allocation

US Equity

16%

Intl Equity

19%

US Bond

51%

Intl Bond

Cash

Fee Comparison

FSVOX

0.32%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

68% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

-64.29%29 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

FSVOX at 0.32%$347,905

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$32,708

Cost vs index fund−$29,520

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
FSVOX	Fidelity Sustainable Target Date 2015 Fund	0.32%	-13.28%	—	—
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+10.10%	+9.80%	+4.76%
VTWNX	VANGUARD TARGET RETIREMENT 2020 FUND	0.08%	+10.94%	+11.19%	+6.33%
FFOYX	Fidelity Freedom 2015 Fund	0.45%	—	—	—
FATYX	Fidelity Freedom Index 2020 Fund	0.05%	+11.61%	—	—
FATKX	Fidelity Freedom 2020 Fund	0.28%	+12.90%	+12.70%	+7.02%
FFFCX	Fidelity Freedom 2010 Fund	0.46%	+9.58%	+9.50%	+4.63%
FNCFX	Franklin Income Fund	0.41%	+9.26%	+10.15%	+10.23%
VTTVX	VANGUARD TARGET RETIREMENT 2025 FUND	0.08%	+13.31%	+13.31%	+7.78%
FATVX	Fidelity Freedom Index 2015 Fund	0.04%	+10.13%	—	—
FATZX	Fidelity Freedom Index 2025 Fund	0.05%	+13.00%	—	—
PLFJX	Principal LifeTime 2020 Fund	0.76%	+10.12%	+10.67%	+6.20%
FFFAX	Fidelity Freedom Retirement Fund	0.24%	+8.67%	+8.22%	+3.40%
FFVAX	Fidelity Advisor Freedom 2015 Fund	0.26%	-12.70%	-36.39%	-43.13%
FAGIX	Fidelity Capital and Income Fund	0.90%	+12.77%	+12.18%	+9.03%
FDTKX	Fidelity Freedom 2025 Fund	0.59%	+14.38%	+14.00%	+8.03%
TLWIX	Nuveen Lifecycle Index 2020 Fund	0.35%	+8.50%	+9.62%	+5.73%
FPCIX	Strategic Advisers Core Income Fund	0.33%	+3.89%	+3.62%	-0.16%
FFBJX	Fidelity Freedom Blend 2015 Fund	0.18%	+10.98%	+10.92%	—
PCBFX	SAM Conservative Balanced Portfolio	0.87%	+10.79%	+11.18%	+6.23%
TLQIX	Nuveen Lifecycle Index 2025 Fund	0.10%	+8.99%	+10.42%	+6.46%
TCLEX	Nuveen Lifecycle 2010 Fund	0.51%	+6.85%	+7.92%	+4.56%
VSCGX	VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND	0.12%	+12.46%	+11.66%	+5.67%
TCFPX	Nuveen Lifecycle 2015 Fund	0.37%	+7.02%	+8.21%	+4.91%
FDAFX	Fidelity Advisor Freedom 2020 Fund	0.28%	-11.64%	-35.62%	-42.60%
TLFIX	Nuveen Lifecycle Index 2015 Fund	0.25%	+7.98%	+8.95%	+5.22%
TCLTX	Nuveen Lifecycle 2020 Fund	0.54%	+7.17%	+8.70%	+5.23%
TLIPX	Nuveen Lifecycle Index Retirement Income Fund	0.10%	+7.89%	+8.62%	+4.81%
VWIAX	VANGUARD WELLESLEY INCOME FUND	0.16%	+8.11%	+8.65%	+5.49%
FFBLX	Fidelity Freedom Blend 2020 Fund	0.93%	+12.54%	+12.36%	—
FACFX	Fidelity Advisor Freedom 2010 Fund	0.46%	-13.84%	-37.21%	-43.69%
FAUYX	Fidelity Freedom Index 2030 Fund	0.05%	+14.06%	—	—
PALTX	Principal LifeTime Strategic Income Fund	1.06%	+9.19%	+9.49%	+4.04%
JCRAX	ALPS \| CoreCommodity Mgmt CompleteCommoditiesSM Strategy Fund	1.39%	+19.24%	+4.36%	+14.40%
TCSIX	Nuveen Lifestyle Conservative Fund	0.50%	+7.16%	+9.16%	+5.01%
LTPDX	Principal LifeTime 2025 Fund	0.52%	+10.91%	+11.48%	+7.06%
FPFRX	FPA Crescent Fund	1.06%	+17.01%	—	—
PQICX	PIMCO Dividend and Income Fund	0.92%	+15.14%	+13.63%	+12.40%
FIWGX	Strategic Advisers Fidelity Core Income Fund	0.16%	+3.62%	+3.67%	+0.28%
TLIRX	Nuveen Lifecycle Retirement Income Fund	0.45%	+6.81%	+7.92%	+4.54%
TLTIX	Nuveen Lifecycle Index 2010 Fund	0.18%	+7.45%	+8.28%	+4.71%
FARFX	Fidelity Managed Retirement 2025 Fund	0.27%	-11.72%	-35.99%	-42.82%
VASIX	VANGUARD LIFESTRATEGY INCOME FUND	0.11%	+8.98%	+8.49%	+2.72%
TAIAX	American Funds Tax-Aware Conservative Growth and Income Portfolio	0.66%	+11.96%	+12.92%	+8.66%
PHJTX	Principal LifeTime Hybrid 2020 Fund	0.48%	+11.31%	+11.12%	+6.64%
LTAPX	Principal LifeTime 2015 Fund	0.75%	+8.96%	+9.36%	+4.87%
RBBAX	Columbia Income Builder Fund	0.97%	+9.43%	+9.04%	+4.46%
FFFEX	Fidelity Freedom 2030 Fund	0.61%	+15.35%	+14.88%	+8.92%
ISFAX	Lord Abbett Multi-Asset Income Fund	1.39%	+8.01%	+8.45%	+5.38%
TCLFX	Nuveen Lifecycle 2025 Fund	0.47%	+7.50%	+9.47%	+5.87%
JNBZX	JPMorgan Income Builder Fund	0.52%	+11.45%	+11.08%	+6.57%
PHJMX	Principal LifeTime Hybrid 2015 Fund	0.36%	+10.39%	+10.17%	+5.63%
FAFAX	Fidelity Advisor Freedom Retirement Fund	0.46%	-14.57%	-37.94%	-44.32%
ITTFX	Hartford Multi-Asset Income Fund	0.66%	+11.46%	+10.98%	+6.20%
TAAJX	Transamerica Asset Allocation - Conservative Portfolio	0.91%	+11.91%	+10.75%	—
FAUDX	Strategic Advisers Short Duration Fund	0.20%	+5.04%	+5.12%	+2.85%
FBAKX	Fidelity Balanced Fund	0.46%	+11.35%	+14.26%	+10.21%
TLHIX	Nuveen Lifecycle Index 2030 Fund	0.25%	+9.89%	+11.56%	+7.37%
ABALX	American Balanced Fund	0.58%	+16.02%	+15.46%	+10.83%
KTRZX	DWS Global Income Builder Fund	0.58%	+15.01%	+14.69%	+8.66%
FAHDX	Fidelity Advisor Capital and Income Fund	1.18%	-4.65%	-23.77%	-28.98%
MNMWX	Pro-Blend Moderate Term Series	0.10%	+8.34%	+10.36%	+5.84%
PLTJX	Principal LifeTime 2030 Fund	0.79%	+12.03%	+12.82%	+8.12%
VTHRX	VANGUARD TARGET RETIREMENT 2030 FUND	0.08%	+14.80%	+14.74%	+8.95%
PHJQX	Principal LifeTime Hybrid 2025 Fund	0.32%	+12.27%	+12.11%	+7.69%
SBOTX	Overlay B Portfolio	0.76%	+9.21%	+8.56%	+3.95%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+8.06%	+8.71%	+4.03%
CAARX	Calvert Conservative Allocation Fund	0.67%	+8.90%	+9.69%	—
PHJFX	Principal LifeTime Hybrid Income Fund	0.33%	+10.34%	+10.04%	+4.56%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+7.29%	+9.00%	+4.47%
FATUX	Fidelity Freedom Index 2010 Fund	0.04%	+8.71%	—	—
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+7.98%	+7.63%	+3.40%
FTRLX	Federated Hermes Total Return Bond Fund	0.38%	+3.59%	+3.16%	+0.18%
EKSRX	Allspring Diversified Income Builder Fund	0.53%	+14.36%	+13.44%	+8.53%
VYGJX	Voya Global Income & Growth Fund	0.85%	+12.15%	+10.85%	+7.03%
PFIFX	SAM Flexible Income Portfolio	1.80%	+9.01%	+9.08%	+4.36%
PRPDX	Permanent Portfolio	1.06%	+21.67%	+19.48%	+13.49%
HBLFX	THE HARTFORD BALANCED INCOME FUND	0.56%	+7.51%	+9.23%	+6.46%
IIIPX	VOYA INDEX SOLUTION INCOME PORTFOLIO	0.20%	+9.85%	+9.68%	+4.54%
FULSX	Fidelity Flex Freedom Blend 2020 Fund	0.00%	+12.62%	+12.67%	+6.90%
FATWX	Fidelity Advisor Freedom 2025 Fund	1.59%	-10.54%	-34.94%	-42.09%
VRP	Invesco Variable Rate Preferred ETF	0.50%	+7.56%	+8.62%	+5.19%
RMTTX	Moderate Strategy Fund	0.75%	—	—	—
QCSCIX	College Retirement Equities Fund - Social Choice Account	—	+12.62%	+13.37%	+8.38%
DOXBX	Dodge & Cox Balanced Fund	0.43%	+12.15%	+13.26%	—
FPUKX	Fidelity Puritan Fund	0.47%	+10.50%	+14.48%	+9.65%
FFBNX	Fidelity Freedom Blend 2025 Fund	1.44%	+13.84%	+13.61%	—
FILSX	Fidelity Flex Freedom Blend 2015 Fund	0.00%	+11.23%	+11.20%	+5.82%
FBFRX	Franklin Managed Income Fund	0.59%	+5.98%	+8.38%	+7.62%
FARVX	Fidelity Managed Retirement 2020 Fund	0.47%	-12.54%	-36.55%	-43.22%
SWYDX	Schwab Target 2025 Index Fund	0.08%	+11.16%	+12.18%	+7.31%
FMRAX	Fidelity Managed Retirement 2030 Fund	0.73%	+12.84%	+12.27%	+6.73%
MWTNX	TCW METWEST TOTAL RETURN BOND FUND	0.57%	+5.36%	+5.27%	-0.83%
LPSAX	BlackRock LifePath Dynamic Retirement Fund	0.34%	+11.41%	+12.05%	+6.43%
FSVNX	Fidelity Sustainable Target Date 2015 Fund	0.32%	+10.13%	—	—
WCAFX	Allspring Spectrum Income Allocation Fund	0.72%	+9.35%	+7.32%	+3.38%
DTBRX	PGIM Total Return Bond Fund	0.75%	+6.16%	+6.55%	+0.03%
FAPIX	Fidelity Freedom Index Retirement Fund	0.05%	+8.00%	+7.91%	+3.18%
ALAAX	Invesco Income Allocation Fund	0.91%	+10.22%	+8.82%	+4.84%
FIWBX	Fidelity Advisor Multi-Asset Income Fund	0.80%	+14.10%	+12.50%	+9.96%
FAVNX	Fidelity Freedom Index 2035 Fund	0.05%	+15.63%	—	—

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