Fisher Investments
Statistics as of Jun 06, 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 1.09% | TTM Yield 4.1% | 3yr Sharpe -2.78 | YTD Return 1.4% | 3yr Return 10.8% | 1yr Return 3.7% | Total Assets $27K | 6M Money Flow -$22 | |
Expense Ratio 0.75% | TTM Yield 0.2% | 3yr Sharpe -0.14 | YTD Return -8.7% | 3yr Return 6.0% | 1yr Return -4.3% | Total Assets $197K | 6M Money Flow $50 | |
Expense Ratio 0.68% | TTM Yield 1.5% | 3yr Sharpe 0.29 | YTD Return 16.8% | 3yr Return 36.2% | 1yr Return 9.3% | Total Assets $228K | 6M Money Flow $80 | |
Expense Ratio 0.47% | TTM Yield 0.8% | 3yr Sharpe 0.59 | YTD Return -0.4% | 3yr Return 60.9% | 1yr Return 9.7% | Total Assets $305K | 6M Money Flow $2 | |
Expense Ratio 0.03% | TTM Yield 3.4% | 3yr Sharpe -0.38 | YTD Return 2.4% | 3yr Return 6.4% | 1yr Return 3.8% | Total Assets $3M | 6M Money Flow -$176 | |
Expense Ratio 0.02% | TTM Yield 3.5% | 3yr Sharpe -0.35 | YTD Return 2.4% | 3yr Return 7.2% | 1yr Return 3.9% | Total Assets $3M | 6M Money Flow $2K | |
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe 0.66 | YTD Return 5.4% | 3yr Return 61.2% | 1yr Return 10.3% | Total Assets $309K | 6M Money Flow -$35 | |
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.68 | YTD Return 5.3% | 3yr Return 61.6% | 1yr Return 8.6% | Total Assets $308K | 6M Money Flow $131 | |