Fisher Investments
Statistics as of Apr 02, 2025
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Found total of 8 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 0.47% | TTM Yield 0.8% | 3yr Sharpe 0.26 | YTD Return -5.6% | 3yr Return 32.9% | 1yr Return 6.5% | Total Assets $286K | 6M Money Flow -$108 | |
Expense Ratio 0.75% | TTM Yield 0.2% | 3yr Sharpe -0.38 | YTD Return -11.7% | 3yr Return -12.5% | 1yr Return -11.2% | Total Assets $186K | 6M Money Flow -$51 | |
Expense Ratio 0.68% | TTM Yield 1.6% | 3yr Sharpe 0.04 | YTD Return 8.2% | 3yr Return 16.1% | 1yr Return 4.4% | Total Assets $210K | 6M Money Flow -$53 | |
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe 0.30 | YTD Return -1.6% | 3yr Return 33.4% | 1yr Return 6.5% | Total Assets $286K | 6M Money Flow $68 | |
Expense Ratio 0.00% | TTM Yield 1.7% | 3yr Sharpe 0.32 | YTD Return -1.1% | 3yr Return 34.4% | 1yr Return 6.0% | Total Assets $288K | 6M Money Flow -$90 | |
Expense Ratio 1.09% | TTM Yield 4.1% | 3yr Sharpe -2.41 | YTD Return 0.9% | 3yr Return 10.2% | 1yr Return 3.9% | Total Assets $27K | 6M Money Flow $18 | |
Expense Ratio 0.02% | TTM Yield 3.4% | 3yr Sharpe -0.48 | YTD Return 3.3% | 3yr Return 2.7% | 1yr Return 6.2% | Total Assets $3M | 6M Money Flow -$2K | |
Expense Ratio 0.03% | TTM Yield 3.4% | 3yr Sharpe -0.51 | YTD Return 3.2% | 3yr Return 2.0% | 1yr Return 6.1% | Total Assets $3M | 6M Money Flow -$138 | |