Fidelity Investments
Statistics as of Apr 04, 2025
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Found total of 558 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 0.40% | TTM Yield 0.6% | 3yr Sharpe -0.75 | YTD Return -13.2% | 3yr Return -51.8% | 1yr Return -17.3% | Total Assets $23M | 6M Money Flow -$2M | |
Expense Ratio 0.40% | TTM Yield 1.6% | 3yr Sharpe -0.82 | YTD Return -9.0% | 3yr Return -49.3% | 1yr Return -15.8% | Total Assets $22M | 6M Money Flow -$54K | |
Expense Ratio 0.88% | TTM Yield 5.3% | 3yr Sharpe -0.76 | YTD Return 0.1% | 3yr Return -26.8% | 1yr Return -4.8% | Total Assets $292M | 6M Money Flow -$37M | |
Expense Ratio 0.77% Expense Ratio 0.89% Expense Ratio 1.17% Expense Ratio 1.42% Expense Ratio 1.92% | ||||||||
Expense Ratio 0.40% | TTM Yield 1.8% | 3yr Sharpe -0.44 | YTD Return -10.2% | 3yr Return -23.9% | 1yr Return -4.6% | Total Assets $7M | 6M Money Flow -$118K | |
Expense Ratio 0.95% | TTM Yield 2.4% | 3yr Sharpe -0.55 | YTD Return -4.0% | 3yr Return -23.5% | 1yr Return -9.4% | Total Assets $38M | 6M Money Flow -$7M | |
Expense Ratio 0.03% | TTM Yield 3.7% | 3yr Sharpe -0.78 | YTD Return 7.5% | 3yr Return -21.6% | 1yr Return 4.6% | Total Assets $4B | 6M Money Flow $650M | |
Expense Ratio 0.39% | TTM Yield 4.8% | 3yr Sharpe -0.55 | YTD Return -1.1% | 3yr Return -18.7% | 1yr Return -4.7% | Total Assets $5B | 6M Money Flow $13M | |
Expense Ratio 0.03% | TTM Yield 3.6% | 3yr Sharpe -0.75 | YTD Return 7.3% | 3yr Return -18.1% | 1yr Return 5.6% | Total Assets $5B | 6M Money Flow $370M | |
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 0.86% | TTM Yield 2.9% | 3yr Sharpe -0.31 | YTD Return -8.1% | 3yr Return -17.8% | 1yr Return -11.5% | Total Assets $876M | 6M Money Flow -$82M | |
Expense Ratio 0.89% Expense Ratio 0.76% Expense Ratio 1.15% Expense Ratio 1.90% Expense Ratio 1.40% | ||||||||
Expense Ratio 0.65% | TTM Yield 0.0% | 3yr Sharpe -0.36 | YTD Return -10.6% | 3yr Return -15.3% | 1yr Return -6.9% | Total Assets $5B | 6M Money Flow -$518M | |
Expense Ratio 0.71% | TTM Yield 1.3% | 3yr Sharpe -0.30 | YTD Return -7.8% | 3yr Return -14.6% | 1yr Return -17.6% | Total Assets $721M | 6M Money Flow -$58M | |
Expense Ratio 0.72% Expense Ratio 0.99% Expense Ratio 0.58% Expense Ratio 1.24% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.70% | TTM Yield 1.3% | 3yr Sharpe -0.30 | YTD Return -10.8% | 3yr Return -14.4% | 1yr Return -19.3% | Total Assets $481M | 6M Money Flow -$52M | |
Expense Ratio 1.03% | TTM Yield 1.8% | 3yr Sharpe -0.31 | YTD Return -3.9% | 3yr Return -14.3% | 1yr Return 6.9% | Total Assets $197M | 6M Money Flow -$17M | |
Expense Ratio 1.28% Expense Ratio 0.77% Expense Ratio 0.62% Expense Ratio 1.78% | ||||||||
Expense Ratio 0.07% | TTM Yield 38.9% | 3yr Sharpe -0.30 | YTD Return -4.8% | 3yr Return -13.5% | 1yr Return 4.6% | Total Assets $135M | 6M Money Flow $48M | |
Expense Ratio 0.07% | TTM Yield 3.0% | 3yr Sharpe -0.29 | YTD Return -4.7% | 3yr Return -13.2% | 1yr Return 4.9% | Total Assets $3B | 6M Money Flow $15M | |
Expense Ratio 0.08% | TTM Yield 3.7% | 3yr Sharpe -0.29 | YTD Return -4.5% | 3yr Return -13.2% | 1yr Return 5.1% | Total Assets $996M | 6M Money Flow -$16M | |
Expense Ratio 0.66% | TTM Yield 3.7% | 3yr Sharpe -0.44 | YTD Return 2.1% | 3yr Return -11.3% | 1yr Return 1.9% | Total Assets $57M | 6M Money Flow $7M | |
Expense Ratio 0.59% | TTM Yield 2.5% | 3yr Sharpe -0.26 | YTD Return -2.8% | 3yr Return -10.3% | 1yr Return 8.2% | Total Assets $14M | 6M Money Flow $1M | |
Expense Ratio 0.65% | TTM Yield 2.2% | 3yr Sharpe -0.25 | YTD Return -3.4% | 3yr Return -10.1% | 1yr Return 7.8% | Total Assets $3B | 6M Money Flow $14M | |
Expense Ratio 0.05% | TTM Yield 2.0% | 3yr Sharpe -0.20 | YTD Return -16.3% | 3yr Return -9.4% | 1yr Return -9.1% | Total Assets $1B | 6M Money Flow $87M | |
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 0.00% | TTM Yield 1.7% | 3yr Sharpe -0.17 | YTD Return -17.8% | 3yr Return -8.4% | 1yr Return -9.7% | Total Assets $430M | 6M Money Flow $48M | |
Expense Ratio 0.05% | TTM Yield 1.5% | 3yr Sharpe -0.16 | YTD Return -19.2% | 3yr Return -8.3% | 1yr Return -10.3% | Total Assets $760M | 6M Money Flow $103M | |
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 0.08% | TTM Yield 1.9% | 3yr Sharpe -0.17 | YTD Return -8.6% | 3yr Return -7.5% | 1yr Return -13.9% | Total Assets $395M | 6M Money Flow $12M | |
Expense Ratio 0.77% | TTM Yield 0.9% | 3yr Sharpe -0.19 | YTD Return -10.1% | 3yr Return -7.4% | 1yr Return -7.1% | Total Assets $64M | 6M Money Flow -$11M | |
Expense Ratio 0.00% | TTM Yield 3.5% | 3yr Sharpe -0.73 | YTD Return 5.4% | 3yr Return -7.2% | 1yr Return 6.5% | Total Assets $11B | 6M Money Flow $449M | |
Expense Ratio 0.69% | TTM Yield 0.0% | 3yr Sharpe -0.23 | YTD Return -7.7% | 3yr Return -6.1% | 1yr Return -6.3% | Total Assets $4B | 6M Money Flow -$596M | |
Expense Ratio 0.93% Expense Ratio 0.56% Expense Ratio 1.18% Expense Ratio 1.69% | ||||||||
Expense Ratio 0.95% | TTM Yield 1.4% | 3yr Sharpe -0.15 | YTD Return -2.1% | 3yr Return -5.5% | 1yr Return -1.1% | Total Assets $7M | 6M Money Flow $888K | |
Expense Ratio 1.11% Expense Ratio 1.51% Expense Ratio 1.26% Expense Ratio 1.76% Expense Ratio 2.26% | ||||||||
Expense Ratio 0.65% | TTM Yield 0.0% | 3yr Sharpe -0.22 | YTD Return -7.7% | 3yr Return -5.4% | 1yr Return -5.8% | Total Assets $6B | 6M Money Flow -$664M | |
Expense Ratio 0.01% | TTM Yield 5.2% | 3yr Sharpe -0.14 | YTD Return -20.1% | 3yr Return -5.2% | 1yr Return -14.9% | Total Assets $4M | 6M Money Flow -$404M | |
Expense Ratio 0.01% | TTM Yield 2.9% | 3yr Sharpe -0.14 | YTD Return -2.3% | 3yr Return -4.9% | 1yr Return -1.4% | Total Assets $6B | 6M Money Flow -$471M | |
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 0.11% | TTM Yield 3.4% | 3yr Sharpe -0.17 | YTD Return -3.2% | 3yr Return -4.5% | 1yr Return -2.4% | Total Assets $777M | 6M Money Flow -$15M | |
Expense Ratio 0.08% | TTM Yield 2.8% | 3yr Sharpe -0.17 | YTD Return -2.5% | 3yr Return -4.4% | 1yr Return 1.4% | Total Assets $8B | 6M Money Flow $459M | |
Expense Ratio 1.03% | TTM Yield 0.3% | 3yr Sharpe -0.16 | YTD Return -13.2% | 3yr Return -4.1% | 1yr Return -15.0% | Total Assets $2B | 6M Money Flow -$245M | |
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe -0.10 | YTD Return -15.9% | 3yr Return -4.1% | 1yr Return -9.0% | Total Assets $2B | 6M Money Flow $42M | |
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 0.00% | TTM Yield 2.6% | 3yr Sharpe -0.14 | YTD Return -2.4% | 3yr Return -3.5% | 1yr Return -0.8% | Total Assets $939M | 6M Money Flow $134M | |
Expense Ratio 0.05% | TTM Yield 2.2% | 3yr Sharpe -0.09 | YTD Return -15.4% | 3yr Return -3.1% | 1yr Return -9.7% | Total Assets $944M | 6M Money Flow -$339M | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe -0.13 | YTD Return -13.2% | 3yr Return -2.9% | 1yr Return -15.2% | Total Assets $2B | 6M Money Flow $546M | |