Fidelity Investments
Statistics as of Apr 04, 2025
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Found total of 561 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 0.03% | TTM Yield 2.8% | 3yr Sharpe -0.71 | YTD Return 4.1% | 3yr Return 1.3% | 1yr Return 6.4% | Total Assets $9B | 6M Money Flow -$6B | |
Expense Ratio 0.89% | TTM Yield 2.3% | 3yr Sharpe 0.06 | YTD Return -9.8% | 3yr Return 5.8% | 1yr Return -9.2% | Total Assets $22B | 6M Money Flow -$4B | |
Expense Ratio 0.82% | ||||||||
Expense Ratio 0.45% | TTM Yield 0.4% | 3yr Sharpe 0.51 | YTD Return -13.5% | 3yr Return 28.4% | 1yr Return 0.2% | Total Assets $32B | 6M Money Flow -$4B | |
Expense Ratio 0.04% | TTM Yield 0.6% | 3yr Sharpe -0.08 | YTD Return -17.9% | 3yr Return -3.9% | 1yr Return -7.5% | Total Assets $37B | 6M Money Flow -$4B | |
Expense Ratio 0.82% | TTM Yield 0.9% | 3yr Sharpe - | YTD Return -9.8% | 3yr Return 5.9% | 1yr Return -9.2% | Total Assets $23B | 6M Money Flow -$4B | |
Expense Ratio 0.94% Expense Ratio 1.19% Expense Ratio 1.94% Expense Ratio 1.44% | ||||||||
Expense Ratio 0.11% | TTM Yield 2.0% | 3yr Sharpe 0.35 | YTD Return -4.7% | 3yr Return 18.1% | 1yr Return 5.8% | Total Assets $14B | 6M Money Flow -$3B | |
Expense Ratio 0.87% | TTM Yield 0.7% | 3yr Sharpe -0.21 | YTD Return -7.6% | 3yr Return -7.8% | 1yr Return -6.2% | Total Assets $7B | 6M Money Flow -$3B | |
Expense Ratio 0.74% Expense Ratio 0.74% Expense Ratio 0.87% Expense Ratio 1.13% Expense Ratio 1.38% Expense Ratio 1.88% | ||||||||
Expense Ratio 0.56% | TTM Yield 2.3% | 3yr Sharpe -0.02 | YTD Return -3.8% | 3yr Return 6.3% | 1yr Return 1.1% | Total Assets $30B | 6M Money Flow -$3B | |
Expense Ratio 0.36% Expense Ratio 0.65% | ||||||||
Expense Ratio 0.63% | TTM Yield 0.1% | 3yr Sharpe 0.51 | YTD Return -13.0% | 3yr Return 29.3% | 1yr Return 0.9% | Total Assets $145B | 6M Money Flow -$3B | |
Expense Ratio 0.56% | ||||||||
Expense Ratio 0.53% | TTM Yield 2.6% | 3yr Sharpe -0.07 | YTD Return -2.9% | 3yr Return 5.4% | 1yr Return 1.7% | Total Assets $19B | 6M Money Flow -$3B | |
Expense Ratio 0.61% Expense Ratio 0.33% | ||||||||
Expense Ratio 0.35% | TTM Yield 4.4% | 3yr Sharpe -0.49 | YTD Return 3.8% | 3yr Return 3.3% | 1yr Return 6.9% | Total Assets $41B | 6M Money Flow -$2B | |
Expense Ratio 0.16% | TTM Yield 2.0% | 3yr Sharpe 0.00 | YTD Return 4.4% | 3yr Return 8.9% | 1yr Return 5.0% | Total Assets $5B | 6M Money Flow -$2B | |
Expense Ratio 0.47% | TTM Yield 2.0% | 3yr Sharpe 0.12 | YTD Return -8.3% | 3yr Return 10.4% | 1yr Return 0.7% | Total Assets $52B | 6M Money Flow -$2B | |
Expense Ratio 0.39% Expense Ratio 0.52% Expense Ratio 1.02% Expense Ratio 0.39% Expense Ratio 1.52% | ||||||||
Expense Ratio 0.84% | TTM Yield 0.8% | 3yr Sharpe 0.09 | YTD Return -6.4% | 3yr Return 7.5% | 1yr Return -4.8% | Total Assets $4B | 6M Money Flow -$2B | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe -0.40 | YTD Return 3.2% | 3yr Return 10.6% | 1yr Return 7.1% | Total Assets $8B | 6M Money Flow -$2B | |
Expense Ratio 0.63% | TTM Yield 1.7% | 3yr Sharpe 0.12 | YTD Return -6.9% | 3yr Return 9.1% | 1yr Return -0.9% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 0.45% Expense Ratio 0.73% | ||||||||
Expense Ratio 0.44% | TTM Yield 4.4% | 3yr Sharpe -0.43 | YTD Return 3.3% | 3yr Return 4.7% | 1yr Return 6.5% | Total Assets $39B | 6M Money Flow -$2B | |
Expense Ratio 0.36% Expense Ratio 0.49% Expense Ratio 0.74% Expense Ratio 0.74% Expense Ratio 1.51% | ||||||||
Expense Ratio 0.66% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -20.0% | 3yr Return 14.0% | 1yr Return -3.7% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 1.03% Expense Ratio 1.28% Expense Ratio 1.78% Expense Ratio 0.78% | ||||||||
Expense Ratio 0.56% | TTM Yield 2.7% | 3yr Sharpe -0.12 | YTD Return -1.9% | 3yr Return 4.9% | 1yr Return 2.4% | Total Assets $13B | 6M Money Flow -$2B | |
Expense Ratio 0.49% Expense Ratio 0.29% | ||||||||
Expense Ratio 0.73% | TTM Yield 0.0% | 3yr Sharpe 0.25 | YTD Return -20.0% | 3yr Return 14.0% | 1yr Return -3.8% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 0.66% | ||||||||
Expense Ratio 0.60% | TTM Yield 2.1% | 3yr Sharpe 0.06 | YTD Return -5.0% | 3yr Return 7.9% | 1yr Return 0.4% | Total Assets $27B | 6M Money Flow -$2B | |
Expense Ratio 0.40% Expense Ratio 0.69% | ||||||||
Expense Ratio 0.77% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -8.3% | 3yr Return 9.5% | 1yr Return 0.4% | Total Assets $54B | 6M Money Flow -$2B | |
Expense Ratio 0.24% | TTM Yield 1.3% | 3yr Sharpe 0.33 | YTD Return -14.0% | 3yr Return 17.5% | 1yr Return -1.1% | Total Assets $75B | 6M Money Flow -$2B | |
Expense Ratio 0.08% | TTM Yield 2.5% | 3yr Sharpe -0.18 | YTD Return -2.4% | 3yr Return -4.7% | 1yr Return 1.5% | Total Assets $5B | 6M Money Flow -$2B | |
Expense Ratio 0.04% | TTM Yield 3.1% | 3yr Sharpe 0.15 | YTD Return -0.7% | 3yr Return 10.8% | 1yr Return -1.4% | Total Assets $8B | 6M Money Flow -$1B | |
Expense Ratio 0.26% | TTM Yield 4.8% | 3yr Sharpe -0.18 | YTD Return -3.3% | 3yr Return 2.9% | 1yr Return 1.0% | Total Assets $2B | 6M Money Flow -$1B | |
Expense Ratio 0.19% | TTM Yield 4.9% | 3yr Sharpe 0.01 | YTD Return 1.4% | 3yr Return 13.7% | 1yr Return 5.7% | Total Assets $3B | 6M Money Flow -$1B | |
Expense Ratio 0.81% | TTM Yield 1.5% | 3yr Sharpe -0.01 | YTD Return -14.6% | 3yr Return 1.5% | 1yr Return -11.9% | Total Assets $8B | 6M Money Flow -$1B | |
Expense Ratio 0.73% | ||||||||
Expense Ratio 0.65% | TTM Yield 1.6% | 3yr Sharpe 0.14 | YTD Return -7.9% | 3yr Return 9.1% | 1yr Return -1.6% | Total Assets $20B | 6M Money Flow -$1B | |
Expense Ratio 0.46% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.46% | TTM Yield 1.8% | 3yr Sharpe 0.15 | YTD Return -7.9% | 3yr Return 9.7% | 1yr Return -1.4% | Total Assets $18B | 6M Money Flow -$1B | |
Expense Ratio 0.65% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.65% | TTM Yield 0.0% | 3yr Sharpe 0.47 | YTD Return -14.1% | 3yr Return 26.3% | 1yr Return 0.5% | Total Assets $20B | 6M Money Flow -$1B | |
Expense Ratio 0.90% Expense Ratio 0.53% Expense Ratio 1.15% Expense Ratio 1.65% | ||||||||
Expense Ratio 0.01% | TTM Yield 2.3% | 3yr Sharpe 0.11 | YTD Return -1.8% | 3yr Return 9.5% | 1yr Return -2.3% | Total Assets $14B | 6M Money Flow -$998M | |
Expense Ratio 0.48% | TTM Yield 2.0% | 3yr Sharpe 0.16 | YTD Return -9.7% | 3yr Return 11.8% | 1yr Return -0.6% | Total Assets $30B | 6M Money Flow -$967M | |
Expense Ratio 0.40% | ||||||||
Expense Ratio 0.48% | TTM Yield 2.6% | 3yr Sharpe 0.12 | YTD Return -1.4% | 3yr Return 9.3% | 1yr Return -1.4% | Total Assets $23B | 6M Money Flow -$944M | |
Expense Ratio 0.47% | TTM Yield 0.3% | 3yr Sharpe 0.26 | YTD Return -14.4% | 3yr Return 16.3% | 1yr Return -3.9% | Total Assets $34B | 6M Money Flow -$937M | |
Expense Ratio 0.35% | ||||||||
Expense Ratio 0.03% | TTM Yield 1.2% | 3yr Sharpe -0.17 | YTD Return -17.8% | 3yr Return -8.4% | 1yr Return -9.7% | Total Assets $24B | 6M Money Flow -$909M | |
Expense Ratio 0.78% | TTM Yield 1.1% | 3yr Sharpe 0.36 | YTD Return -14.9% | 3yr Return 17.1% | 1yr Return -3.6% | Total Assets $7B | 6M Money Flow -$889M | |
Expense Ratio 0.70% | ||||||||
Expense Ratio 0.64% | TTM Yield 0.0% | 3yr Sharpe 0.02 | YTD Return -19.9% | 3yr Return 1.8% | 1yr Return -13.3% | Total Assets $9B | 6M Money Flow -$870M | |
Expense Ratio 0.40% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -14.3% | 3yr Return 16.4% | 1yr Return -3.8% | Total Assets $34B | 6M Money Flow -$837M | |
Expense Ratio 0.76% Expense Ratio 1.51% Expense Ratio 0.51% Expense Ratio 1.01% | ||||||||
Expense Ratio 0.54% | TTM Yield 1.6% | 3yr Sharpe 0.45 | YTD Return -10.3% | 3yr Return 21.9% | 1yr Return 0.4% | Total Assets $11B | 6M Money Flow -$836M | |
Expense Ratio 0.46% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe 0.50 | YTD Return -13.3% | 3yr Return 27.8% | 1yr Return 0.6% | Total Assets $11B | 6M Money Flow -$790M | |
Expense Ratio 1.58% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -4.6% | 3yr Return 26.4% | 1yr Return 5.1% | Total Assets $11B | 6M Money Flow -$783M | |
Expense Ratio 0.46% Expense Ratio 0.83% Expense Ratio 0.58% Expense Ratio 1.08% | ||||||||