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 0.31% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return -13.3% | 3yr Return 15.8% | 1yr Return -2.3% | Total Assets $148B | 6M Money Flow $14B | |
Expense Ratio 0.05% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 4.4% | 3yr Return - | 1yr Return - | Total Assets $11B | 6M Money Flow $11B | |
Expense Ratio 0.02% | TTM Yield 1.5% | 3yr Sharpe 0.30 | YTD Return -13.4% | 3yr Return 16.0% | 1yr Return -0.1% | Total Assets $598B | 6M Money Flow $11B | |
Expense Ratio 0.36% | TTM Yield 4.6% | 3yr Sharpe -0.43 | YTD Return 3.4% | 3yr Return 4.6% | 1yr Return 6.6% | Total Assets $19B | 6M Money Flow $6B | |
Expense Ratio 0.22% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.8% | 3yr Return - | 1yr Return - | Total Assets $4B | 6M Money Flow $4B | |
Expense Ratio 0.36% | TTM Yield 2.5% | 3yr Sharpe -0.11 | YTD Return -3.5% | 3yr Return -2.1% | 1yr Return -0.1% | Total Assets $23B | 6M Money Flow $4B | |
Expense Ratio 0.15% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -4.6% | 3yr Return - | 1yr Return - | Total Assets $4B | 6M Money Flow $4B | |
Expense Ratio 0.17% | TTM Yield 4.3% | 3yr Sharpe -0.47 | YTD Return 3.7% | 3yr Return 3.8% | 1yr Return 6.8% | Total Assets $72B | 6M Money Flow $4B | |
Expense Ratio 0.04% | TTM Yield 0.5% | 3yr Sharpe 0.30 | YTD Return -18.7% | 3yr Return 18.0% | 1yr Return -0.7% | Total Assets $30B | 6M Money Flow $4B | |
Expense Ratio 0.13% | TTM Yield 0.6% | 3yr Sharpe 0.38 | YTD Return -12.1% | 3yr Return 21.2% | 1yr Return 0.2% | Total Assets $4B | 6M Money Flow $3B | |
Expense Ratio 0.03% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 5.0% | 3yr Return - | 1yr Return - | Total Assets $3B | 6M Money Flow $3B | |
Expense Ratio 0.36% | TTM Yield 3.0% | 3yr Sharpe -0.44 | YTD Return 5.2% | 3yr Return 4.8% | 1yr Return 8.8% | Total Assets $3B | 6M Money Flow $3B | |
Expense Ratio 0.00% | TTM Yield 2.9% | 3yr Sharpe -0.68 | YTD Return 0.5% | 3yr Return 1.5% | 1yr Return 4.0% | Total Assets $14B | 6M Money Flow $3B | |
Expense Ratio 0.01% | TTM Yield 3.0% | 3yr Sharpe 0.05 | YTD Return -1.5% | 3yr Return 5.7% | 1yr Return -0.1% | Total Assets $52B | 6M Money Flow $3B | |
Expense Ratio 0.11% | TTM Yield 1.2% | 3yr Sharpe 0.47 | YTD Return -11.5% | 3yr Return 23.5% | 1yr Return 1.9% | Total Assets $19B | 6M Money Flow $3B | |
Expense Ratio 0.03% | TTM Yield 1.3% | 3yr Sharpe 0.02 | YTD Return -12.6% | 3yr Return 2.6% | 1yr Return -4.8% | Total Assets $38B | 6M Money Flow $2B | |
Expense Ratio 0.03% | TTM Yield 3.4% | 3yr Sharpe -0.54 | YTD Return 3.6% | 3yr Return 2.6% | 1yr Return 6.2% | Total Assets $62B | 6M Money Flow $2B | |
Expense Ratio 0.38% | TTM Yield 2.6% | 3yr Sharpe 0.13 | YTD Return -1.0% | 3yr Return 9.4% | 1yr Return -1.2% | Total Assets $46B | 6M Money Flow $2B | |
Expense Ratio 0.04% | TTM Yield 1.8% | 3yr Sharpe 0.16 | YTD Return -7.5% | 3yr Return 9.5% | 1yr Return -0.9% | Total Assets $11B | 6M Money Flow $2B | |
Expense Ratio 0.01% | TTM Yield 1.4% | 3yr Sharpe 0.24 | YTD Return -14.0% | 3yr Return 12.9% | 1yr Return -1.1% | Total Assets $100B | 6M Money Flow $2B | |
Expense Ratio 0.00% | TTM Yield 3.5% | 3yr Sharpe -0.74 | YTD Return 7.3% | 3yr Return -18.0% | 1yr Return 5.5% | Total Assets $21B | 6M Money Flow $2B | |
Expense Ratio 0.59% | TTM Yield 0.2% | 3yr Sharpe 0.23 | YTD Return -23.2% | 3yr Return 14.9% | 1yr Return -5.8% | Total Assets $3B | 6M Money Flow $2B | |
Expense Ratio 0.25% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -10.0% | 3yr Return - | 1yr Return 22.5% | Total Assets $17B | 6M Money Flow $2B | |
Expense Ratio 0.04% | TTM Yield 3.3% | 3yr Sharpe 0.15 | YTD Return -0.6% | 3yr Return 10.9% | 1yr Return -1.3% | Total Assets $56B | 6M Money Flow $2B | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.25 | YTD Return -13.9% | 3yr Return 13.4% | 1yr Return -1.0% | Total Assets $25B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 3.6% | 3yr Sharpe -0.54 | YTD Return 3.6% | 3yr Return 2.7% | 1yr Return 6.4% | Total Assets $27B | 6M Money Flow $1B | |
Expense Ratio 0.56% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -3.4% | 3yr Return - | 1yr Return - | Total Assets $2B | 6M Money Flow $1B | |
Expense Ratio 0.73% | TTM Yield 8.3% | 3yr Sharpe 0.67 | YTD Return -1.8% | 3yr Return 19.1% | 1yr Return 4.1% | Total Assets $16B | 6M Money Flow $1B | |
Expense Ratio 0.77% Expense Ratio 0.67% Expense Ratio 1.02% Expense Ratio 1.77% Expense Ratio 1.02% | ||||||||
Expense Ratio 0.89% | TTM Yield 0.9% | 3yr Sharpe -0.03 | YTD Return -17.0% | 3yr Return 0.7% | 1yr Return -11.1% | Total Assets $5B | 6M Money Flow $1B | |
Expense Ratio 0.90% Expense Ratio 0.76% Expense Ratio 1.16% Expense Ratio 1.93% Expense Ratio 1.43% | ||||||||
Expense Ratio 0.16% | TTM Yield 3.4% | 3yr Sharpe 0.37 | YTD Return -9.4% | 3yr Return 19.0% | 1yr Return 3.7% | Total Assets $4B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return -13.7% | 3yr Return 15.9% | 1yr Return 0.1% | Total Assets $12B | 6M Money Flow $1B | |
Expense Ratio 0.31% | TTM Yield 2.7% | 3yr Sharpe -0.50 | YTD Return 1.1% | 3yr Return 6.9% | 1yr Return 3.1% | Total Assets $13B | 6M Money Flow $1B | |
Expense Ratio 0.37% Expense Ratio 0.44% Expense Ratio 0.68% Expense Ratio 0.65% Expense Ratio 1.41% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.2% | 3yr Sharpe 0.11 | YTD Return -7.8% | 3yr Return 8.4% | 1yr Return 0.1% | Total Assets $15B | 6M Money Flow $970M | |
Expense Ratio 0.46% | TTM Yield 2.2% | 3yr Sharpe -0.06 | YTD Return -4.0% | 3yr Return 4.9% | 1yr Return 0.9% | Total Assets $3B | 6M Money Flow $949M | |
Expense Ratio 0.28% | TTM Yield 1.7% | 3yr Sharpe 0.01 | YTD Return -17.2% | 3yr Return 2.0% | 1yr Return -7.1% | Total Assets $1B | 6M Money Flow $948M | |
Expense Ratio 0.04% | TTM Yield 2.2% | 3yr Sharpe 0.11 | YTD Return -7.8% | 3yr Return 8.4% | 1yr Return 0.1% | Total Assets $20B | 6M Money Flow $946M | |
Expense Ratio 0.48% | TTM Yield 2.0% | 3yr Sharpe 0.02 | YTD Return -5.3% | 3yr Return 6.4% | 1yr Return 0.3% | Total Assets $4B | 6M Money Flow $916M | |
Expense Ratio 0.08% | TTM Yield 2.2% | 3yr Sharpe 0.11 | YTD Return -7.8% | 3yr Return 8.4% | 1yr Return 0.1% | Total Assets $15B | 6M Money Flow $899M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.08% | TTM Yield 2.2% | 3yr Sharpe 0.11 | YTD Return -7.8% | 3yr Return 8.5% | 1yr Return 0.1% | Total Assets $20B | 6M Money Flow $876M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.30% | TTM Yield 4.7% | 3yr Sharpe -0.43 | YTD Return 3.4% | 3yr Return 4.9% | 1yr Return 6.6% | Total Assets $7B | 6M Money Flow $875M | |
Expense Ratio 0.00% | TTM Yield 2.7% | 3yr Sharpe 0.04 | YTD Return -5.4% | 3yr Return 5.9% | 1yr Return -1.3% | Total Assets $13B | 6M Money Flow $872M | |
Expense Ratio 0.04% | TTM Yield 2.2% | 3yr Sharpe 0.11 | YTD Return -7.8% | 3yr Return 8.4% | 1yr Return 0.1% | Total Assets $21B | 6M Money Flow $856M | |