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 0.07% | TTM Yield 35.9% | 3yr Sharpe -0.30 | YTD Return 3.2% | 3yr Return -6.7% | 1yr Return 12.7% | Total Assets $135M | 6M Money Flow $48M | |
Expense Ratio 0.73% | TTM Yield 8.1% | 3yr Sharpe 0.67 | YTD Return 0.1% | 3yr Return 21.5% | 1yr Return 6.1% | 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 0.56% | TTM Yield 6.7% | 3yr Sharpe 0.04 | YTD Return 0.9% | 3yr Return 14.9% | 1yr Return 8.3% | Total Assets $47M | 6M Money Flow $17M | |
Expense Ratio 0.35% | TTM Yield 6.6% | 3yr Sharpe 0.00 | YTD Return 1.6% | 3yr Return 13.9% | 1yr Return 7.9% | Total Assets $374M | 6M Money Flow $32M | |
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 0.71% | TTM Yield 6.5% | 3yr Sharpe 0.09 | YTD Return 0.8% | 3yr Return 15.4% | 1yr Return 7.3% | Total Assets $307M | 6M Money Flow $57M | |
Expense Ratio 0.66% Expense Ratio 1.00% Expense Ratio 0.73% Expense Ratio 1.75% Expense Ratio 1.00% | ||||||||
Expense Ratio 0.15% | TTM Yield 6.5% | 3yr Sharpe 0.55 | YTD Return 1.6% | 3yr Return 16.3% | 1yr Return 7.3% | Total Assets $775M | 6M Money Flow $199M | |
Expense Ratio 1.45% | TTM Yield 6.4% | 3yr Sharpe - | YTD Return 3.1% | 3yr Return - | 1yr Return 10.8% | Total Assets $439M | 6M Money Flow $176M | |
Expense Ratio 0.57% | TTM Yield 6.3% | 3yr Sharpe 0.03 | YTD Return 1.1% | 3yr Return 14.7% | 1yr Return 8.1% | Total Assets $1B | 6M Money Flow $122M | |
Expense Ratio 0.67% | TTM Yield 6.2% | 3yr Sharpe 0.00 | YTD Return 1.3% | 3yr Return 14.3% | 1yr Return 9.2% | Total Assets $2B | 6M Money Flow $292M | |
Expense Ratio 0.88% | TTM Yield 6.2% | 3yr Sharpe -0.05 | YTD Return 1.2% | 3yr Return 13.1% | 1yr Return 8.9% | Total Assets $3B | 6M Money Flow -$120M | |
Expense Ratio 1.17% Expense Ratio 0.82% Expense Ratio 0.92% Expense Ratio 1.17% Expense Ratio 1.92% | ||||||||
Expense Ratio 0.87% | TTM Yield 5.8% | 3yr Sharpe 0.01 | YTD Return 3.8% | 3yr Return 13.6% | 1yr Return 11.8% | Total Assets $692M | 6M Money Flow -$5M | |
Expense Ratio 0.19% | TTM Yield 5.2% | 3yr Sharpe 0.09 | YTD Return 11.9% | 3yr Return 18.5% | 1yr Return 9.4% | Total Assets $110M | 6M Money Flow $7M | |
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 0.88% | TTM Yield 5.1% | 3yr Sharpe -0.76 | YTD Return 3.7% | 3yr Return -23.8% | 1yr Return -1.9% | 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 0.20% | TTM Yield 5.1% | 3yr Sharpe 0.36 | YTD Return 1.2% | 3yr Return 14.4% | 1yr Return 5.5% | Total Assets $7B | 6M Money Flow -$708M | |
Expense Ratio 0.97% | TTM Yield 5.0% | 3yr Sharpe 0.09 | YTD Return -0.6% | 3yr Return 16.7% | 1yr Return 6.1% | Total Assets $13B | 6M Money Flow -$73M | |
Expense Ratio 0.96% | TTM Yield 5.0% | 3yr Sharpe 0.07 | YTD Return -0.5% | 3yr Return 16.3% | 1yr Return 6.0% | Total Assets $2B | 6M Money Flow -$58M | |
Expense Ratio 1.21% Expense Ratio 0.86% Expense Ratio 1.20% Expense Ratio 1.96% | ||||||||
Expense Ratio 0.31% | TTM Yield 5.0% | 3yr Sharpe - | YTD Return 3.3% | 3yr Return - | 1yr Return 6.6% | Total Assets $1B | 6M Money Flow -$312M | |
Expense Ratio 0.25% | TTM Yield 4.9% | 3yr Sharpe 0.48 | YTD Return 1.1% | 3yr Return 14.5% | 1yr Return 5.3% | Total Assets $7B | 6M Money Flow $646M | |
Expense Ratio 0.20% Expense Ratio 0.25% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.60% | TTM Yield 4.9% | 3yr Sharpe -0.12 | YTD Return 0.8% | 3yr Return 9.8% | 1yr Return 5.4% | Total Assets $55M | 6M Money Flow $5M | |
Expense Ratio 0.75% | TTM Yield 4.9% | 3yr Sharpe -0.10 | YTD Return 1.7% | 3yr Return 12.0% | 1yr Return 7.1% | Total Assets $191M | 6M Money Flow -$10M | |
Expense Ratio 0.19% | TTM Yield 4.9% | 3yr Sharpe 0.01 | YTD Return 1.3% | 3yr Return 13.6% | 1yr Return 5.7% | Total Assets $3B | 6M Money Flow -$1B | |
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 0.20% | TTM Yield 4.8% | 3yr Sharpe - | YTD Return 1.1% | 3yr Return - | 1yr Return 5.4% | Total Assets $5M | 6M Money Flow $1M | |
Expense Ratio 0.70% | TTM Yield 4.8% | 3yr Sharpe 0.05 | YTD Return 3.1% | 3yr Return 15.8% | 1yr Return 8.0% | Total Assets $5B | 6M Money Flow -$217M | |
Expense Ratio 0.76% Expense Ratio 0.80% Expense Ratio 1.05% Expense Ratio 1.05% Expense Ratio 1.80% | ||||||||
Expense Ratio 0.20% | TTM Yield 4.7% | 3yr Sharpe - | YTD Return 1.2% | 3yr Return - | 1yr Return 5.4% | Total Assets $373M | 6M Money Flow -$11M | |
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 0.57% | TTM Yield 4.7% | 3yr Sharpe -0.20 | YTD Return 2.9% | 3yr Return 7.3% | 1yr Return 10.5% | Total Assets $5B | 6M Money Flow -$48M | |
Expense Ratio 0.70% Expense Ratio 0.67% Expense Ratio 0.96% Expense Ratio 0.96% Expense Ratio 1.71% | ||||||||
Expense Ratio 0.30% | TTM Yield 4.7% | 3yr Sharpe -0.43 | YTD Return 3.0% | 3yr Return 4.5% | 1yr Return 6.6% | Total Assets $7B | 6M Money Flow $875M | |
Expense Ratio 0.55% | TTM Yield 4.7% | 3yr Sharpe - | YTD Return 3.1% | 3yr Return - | 1yr Return 5.9% | Total Assets $29M | 6M Money Flow $2M | |
Expense Ratio 0.70% | TTM Yield 4.7% | 3yr Sharpe -0.31 | YTD Return 3.4% | 3yr Return 5.5% | 1yr Return 7.4% | Total Assets $496M | 6M Money Flow -$17M | |
Expense Ratio 0.51% Expense Ratio 0.95% Expense Ratio 0.70% Expense Ratio 0.61% Expense Ratio 0.95% Expense Ratio 1.70% | ||||||||
Expense Ratio 0.26% | TTM Yield 4.7% | 3yr Sharpe -0.18 | YTD Return 0.3% | 3yr Return 7.6% | 1yr Return 4.4% | Total Assets $2B | 6M Money Flow -$1B | |
Expense Ratio 0.29% | TTM Yield 4.6% | 3yr Sharpe -0.40 | YTD Return 2.9% | 3yr Return 5.2% | 1yr Return 6.7% | Total Assets $20B | 6M Money Flow -$4M | |
Expense Ratio 0.01% | TTM Yield 4.6% | 3yr Sharpe -0.14 | YTD Return -10.5% | 3yr Return 6.0% | 1yr Return -5.3% | Total Assets $4M | 6M Money Flow -$404M | |
Expense Ratio 0.36% | TTM Yield 4.6% | 3yr Sharpe -0.43 | YTD Return 3.0% | 3yr Return 4.3% | 1yr Return 6.5% | Total Assets $19B | 6M Money Flow $6B | |
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 0.25% | TTM Yield 4.6% | 3yr Sharpe - | YTD Return 1.1% | 3yr Return - | 1yr Return 5.3% | Total Assets $39M | 6M Money Flow $10M | |
Expense Ratio 0.20% Expense Ratio 0.45% Expense Ratio 0.43% Expense Ratio 0.25% Expense Ratio 1.28% | ||||||||
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 0.70% | TTM Yield 4.5% | 3yr Sharpe -0.49 | YTD Return 3.0% | 3yr Return 3.1% | 1yr Return 5.5% | Total Assets $50M | 6M Money Flow -$7M | |
Expense Ratio 0.61% Expense Ratio 0.95% Expense Ratio 0.70% Expense Ratio 1.70% Expense Ratio 0.95% | ||||||||
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 0.35% | TTM Yield 4.5% | 3yr Sharpe -0.49 | YTD Return 3.2% | 3yr Return 2.7% | 1yr Return 6.7% | Total Assets $41B | 6M Money Flow -$2B | |