Fidelity Investments
Statistics as of Apr 02, 2025
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Found total of 551 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio ▲ | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.24 | YTD Return -3.8% | 3yr Return 27.5% | 1yr Return 9.6% | Total Assets $74B | 6M Money Flow -$38M | |
Expense Ratio 0.00% | TTM Yield 3.7% | 3yr Sharpe -0.54 | YTD Return 3.0% | 3yr Return 2.1% | 1yr Return 6.1% | Total Assets $27B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.25 | YTD Return -3.7% | 3yr Return 27.9% | 1yr Return 9.6% | Total Assets $25B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 3.6% | 3yr Sharpe -0.74 | YTD Return 5.5% | 3yr Return -19.9% | 1yr Return 4.4% | Total Assets $21B | 6M Money Flow $2B | |
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.55 | YTD Return -1.3% | 3yr Return 44.5% | 1yr Return 13.1% | Total Assets $19B | 6M Money Flow -$301M | |
Expense Ratio 0.00% | TTM Yield 3.6% | 3yr Sharpe -0.68 | YTD Return -0.6% | 3yr Return 0.6% | 1yr Return 3.3% | Total Assets $14B | 6M Money Flow $3B | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe 0.04 | YTD Return 2.8% | 3yr Return 14.8% | 1yr Return 6.1% | Total Assets $13B | 6M Money Flow $872M | |
Expense Ratio 0.00% | TTM Yield 2.2% | 3yr Sharpe 0.35 | YTD Return 2.3% | 3yr Return 31.1% | 1yr Return 11.3% | Total Assets $12B | 6M Money Flow -$387M | |
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe 0.30 | YTD Return -3.5% | 3yr Return 30.7% | 1yr Return 10.6% | Total Assets $12B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 3.3% | 3yr Sharpe -0.73 | YTD Return 5.0% | 3yr Return -7.8% | 1yr Return 6.5% | Total Assets $11B | 6M Money Flow $449M | |
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe 0.50 | YTD Return -3.0% | 3yr Return 44.5% | 1yr Return 12.0% | Total Assets $11B | 6M Money Flow -$790M | |
Expense Ratio 0.00% | TTM Yield 2.1% | 3yr Sharpe 0.16 | YTD Return 2.7% | 3yr Return 21.5% | 1yr Return 9.0% | Total Assets $9B | 6M Money Flow $722M | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe -0.40 | YTD Return 2.9% | 3yr Return 10.4% | 1yr Return 7.1% | Total Assets $8B | 6M Money Flow -$2B | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.31 | YTD Return -3.3% | 3yr Return 30.6% | 1yr Return 10.4% | Total Assets $6B | 6M Money Flow $378M | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe -0.01 | YTD Return 4.1% | 3yr Return 15.9% | 1yr Return 10.4% | Total Assets $5B | 6M Money Flow -$480M | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe 0.06 | YTD Return 7.0% | 3yr Return 16.3% | 1yr Return 8.2% | Total Assets $5B | 6M Money Flow $397M | |
Expense Ratio 0.00% | TTM Yield 2.6% | 3yr Sharpe 0.05 | YTD Return 7.0% | 3yr Return 15.8% | 1yr Return 8.2% | Total Assets $3B | 6M Money Flow $303M | |
Expense Ratio 0.00% | TTM Yield 3.7% | 3yr Sharpe -0.54 | YTD Return 3.0% | 3yr Return 1.9% | 1yr Return 6.0% | Total Assets $3B | 6M Money Flow $338M | |
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe -0.13 | YTD Return -3.8% | 3yr Return 7.7% | 1yr Return -6.9% | Total Assets $2B | 6M Money Flow $546M | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe -0.10 | YTD Return -5.1% | 3yr Return 8.3% | 1yr Return 2.0% | Total Assets $2B | 6M Money Flow $42M | |
Expense Ratio 0.00% | TTM Yield 0.6% | 3yr Sharpe 0.30 | YTD Return -8.4% | 3yr Return 35.4% | 1yr Return 10.6% | Total Assets $2B | 6M Money Flow $315M | |
Expense Ratio 0.00% | TTM Yield 4.9% | 3yr Sharpe -0.06 | YTD Return 1.1% | 3yr Return 13.5% | 1yr Return 5.2% | Total Assets $2B | 6M Money Flow $69M | |
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe -0.70 | YTD Return 3.1% | 3yr Return 0.6% | 1yr Return 5.7% | Total Assets $1B | 6M Money Flow $304M | |
Expense Ratio 0.00% | TTM Yield 2.4% | 3yr Sharpe -0.14 | YTD Return 7.3% | 3yr Return 7.0% | 1yr Return 8.5% | Total Assets $939M | 6M Money Flow $134M | |
Expense Ratio 0.00% | TTM Yield 3.0% | 3yr Sharpe -0.34 | YTD Return 0.0% | 3yr Return 7.0% | 1yr Return 2.8% | Total Assets $899M | 6M Money Flow $90M | |
Expense Ratio 0.00% | TTM Yield 4.5% | 3yr Sharpe -0.34 | YTD Return 2.8% | 3yr Return 4.9% | 1yr Return 7.1% | Total Assets $769M | 6M Money Flow $164M | |
Expense Ratio 0.00% | TTM Yield 4.5% | 3yr Sharpe -0.41 | YTD Return 3.4% | 3yr Return 3.8% | 1yr Return 6.9% | Total Assets $748M | 6M Money Flow $154M | |
Expense Ratio 0.00% | TTM Yield 5.1% | 3yr Sharpe 0.80 | YTD Return 1.2% | 3yr Return 15.3% | 1yr Return 5.6% | Total Assets $521M | 6M Money Flow $53M | |
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe 0.02 | YTD Return -1.8% | 3yr Return 15.7% | 1yr Return 6.0% | Total Assets $480M | 6M Money Flow $27M | |
Expense Ratio 0.00% | TTM Yield 4.2% | 3yr Sharpe -0.09 | YTD Return 1.7% | 3yr Return 13.2% | 1yr Return 6.5% | Total Assets $456M | 6M Money Flow -$29M | |
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe -0.17 | YTD Return -7.9% | 3yr Return 2.7% | 1yr Return 0.6% | Total Assets $430M | 6M Money Flow $48M | |
Expense Ratio 0.00% | TTM Yield 6.6% | 3yr Sharpe -0.06 | YTD Return 4.4% | 3yr Return 11.5% | 1yr Return 4.2% | Total Assets $423M | 6M Money Flow -$11M | |
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe -1.79 | YTD Return 1.0% | 3yr Return 9.8% | 1yr Return 4.0% | Total Assets $215M | 6M Money Flow $23M | |
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe -0.39 | YTD Return 1.9% | 3yr Return 4.8% | 1yr Return 8.7% | Total Assets $120M | 6M Money Flow -$44K | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe -0.01 | YTD Return 1.9% | 3yr Return 13.7% | 1yr Return 7.4% | Total Assets $74M | 6M Money Flow -$4M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.0% | 3yr Return - | 1yr Return - | Total Assets $48M | 6M Money Flow $32M | |
Expense Ratio 0.00% | TTM Yield 2.9% | 3yr Sharpe -0.06 | YTD Return 2.2% | 3yr Return 11.8% | 1yr Return 7.2% | Total Assets $44M | 6M Money Flow -$4M | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe - | YTD Return -4.3% | 3yr Return - | 1yr Return 7.6% | Total Assets $29M | 6M Money Flow $6M | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe -0.10 | YTD Return 2.3% | 3yr Return 10.6% | 1yr Return 7.1% | Total Assets $28M | 6M Money Flow -$2M | |
Expense Ratio 0.00% | TTM Yield 4.6% | 3yr Sharpe - | YTD Return 3.3% | 3yr Return - | 1yr Return 6.3% | Total Assets $9M | 6M Money Flow $806K | |
Expense Ratio 0.00% | TTM Yield 3.2% | 3yr Sharpe -0.15 | YTD Return 2.4% | 3yr Return 9.6% | 1yr Return 7.0% | Total Assets $8M | 6M Money Flow -$3M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.5% | 3yr Return - | 1yr Return - | Total Assets $5M | 6M Money Flow $4M | |