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 0.88% | 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 0.55% | TTM Yield 2.6% | 3yr Sharpe -0.48 | YTD Return 0.1% | 3yr Return 4.3% | 1yr Return 2.5% | Total Assets $151M | 6M Money Flow -$10M | |
Expense Ratio 0.21% | TTM Yield 0.7% | 3yr Sharpe 0.17 | YTD Return -8.7% | 3yr Return 27.5% | 1yr Return 9.2% | Total Assets $7B | 6M Money Flow $218M | |
Expense Ratio 0.46% | TTM Yield 1.7% | 3yr Sharpe 0.15 | YTD Return 1.2% | 3yr Return 21.4% | 1yr Return 7.7% | Total Assets $18B | 6M Money Flow -$1B | |
Expense Ratio 0.65% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.25 | YTD Return -3.7% | 3yr Return 27.9% | 1yr Return 9.6% | Total Assets $25B | 6M Money Flow $1B | |
Expense Ratio 0.21% | TTM Yield 4.3% | 3yr Sharpe -0.40 | YTD Return 1.7% | 3yr Return 11.0% | 1yr Return 6.0% | Total Assets $4B | 6M Money Flow -$373M | |
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 0.00% | TTM Yield 1.3% | 3yr Sharpe -0.10 | YTD Return -5.1% | 3yr Return 8.3% | 1yr Return 2.0% | Total Assets $2B | 6M Money Flow $42M | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe 0.06 | YTD Return 7.0% | 3yr Return 16.3% | 1yr Return 8.2% | Total Assets $5B | 6M Money Flow $397M | |
Expense Ratio 0.05% | TTM Yield 1.9% | 3yr Sharpe -0.09 | YTD Return -4.1% | 3yr Return 9.9% | 1yr Return 1.8% | Total Assets $944M | 6M Money Flow -$339M | |
Expense Ratio 0.36% | TTM Yield 1.0% | 3yr Sharpe 0.16 | YTD Return -5.1% | 3yr Return 22.8% | 1yr Return 5.7% | Total Assets $7B | 6M Money Flow $61M | |
Expense Ratio 0.44% Expense Ratio 0.73% Expense Ratio 0.98% Expense Ratio 0.48% Expense Ratio 0.36% Expense Ratio 1.48% | ||||||||
Expense Ratio 0.78% | TTM Yield 0.6% | 3yr Sharpe 0.02 | YTD Return 3.2% | 3yr Return 15.7% | 1yr Return 1.3% | Total Assets $6B | 6M Money Flow $355M | |
Expense Ratio 0.90% Expense Ratio 0.86% Expense Ratio 1.15% Expense Ratio 1.40% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.50% | TTM Yield 2.9% | 3yr Sharpe -0.01 | YTD Return 4.9% | 3yr Return 13.6% | 1yr Return 6.0% | Total Assets $10B | 6M Money Flow -$28M | |
Expense Ratio 0.58% Expense Ratio 0.61% Expense Ratio 0.50% Expense Ratio 0.87% Expense Ratio 1.12% Expense Ratio 1.62% | ||||||||
Expense Ratio 0.47% | TTM Yield 1.9% | 3yr Sharpe -0.07 | YTD Return -0.3% | 3yr Return 11.3% | 1yr Return 5.2% | Total Assets $33M | 6M Money Flow $6M | |
Expense Ratio 0.47% Expense Ratio 0.72% Expense Ratio 1.47% Expense Ratio 0.97% | ||||||||
Expense Ratio 0.01% | TTM Yield 2.1% | 3yr Sharpe 0.14 | YTD Return 1.1% | 3yr Return 20.6% | 1yr Return 7.9% | Total Assets $54M | 6M Money Flow -$307K | |
Expense Ratio 0.18% | TTM Yield - | 3yr Sharpe - | YTD Return - | 3yr Return - | 1yr Return - | Total Assets $85M | 6M Money Flow - | |
Expense Ratio 0.66% | TTM Yield 3.5% | 3yr Sharpe -0.44 | YTD Return 9.2% | 3yr Return -3.8% | 1yr Return 10.4% | Total Assets $57M | 6M Money Flow $7M | |
Expense Ratio 0.27% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -2.7% | 3yr Return - | 1yr Return - | Total Assets $12M | 6M Money Flow $6M | |
Expense Ratio 0.00% | TTM Yield 4.2% | 3yr Sharpe -0.09 | YTD Return 1.7% | 3yr Return 13.2% | 1yr Return 6.5% | Total Assets $456M | 6M Money Flow -$29M | |
Expense Ratio 0.03% | TTM Yield 3.4% | 3yr Sharpe -0.54 | YTD Return 3.0% | 3yr Return 2.0% | 1yr Return 6.0% | Total Assets $62B | 6M Money Flow $2B | |
Expense Ratio 0.02% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return -3.3% | 3yr Return 30.6% | 1yr Return 10.4% | Total Assets $598B | 6M Money Flow $11B | |
Expense Ratio 0.69% | TTM Yield 0.9% | 3yr Sharpe 0.15 | YTD Return -6.6% | 3yr Return 23.3% | 1yr Return 2.3% | Total Assets $3B | 6M Money Flow -$331M | |
Expense Ratio 0.72% Expense Ratio 0.98% Expense Ratio 0.61% Expense Ratio 1.23% Expense Ratio 1.73% | ||||||||
Expense Ratio 0.73% | TTM Yield 1.0% | 3yr Sharpe 0.04 | YTD Return 1.0% | 3yr Return 15.2% | 1yr Return 15.5% | Total Assets $316M | 6M Money Flow -$29M | |
Expense Ratio 0.69% | TTM Yield 0.5% | 3yr Sharpe -0.01 | YTD Return -5.2% | 3yr Return 14.5% | 1yr Return -0.5% | Total Assets $135M | 6M Money Flow -$13M | |
Expense Ratio 0.70% Expense Ratio 0.58% Expense Ratio 0.99% Expense Ratio 1.74% Expense Ratio 1.24% | ||||||||
Expense Ratio 0.01% | TTM Yield 2.0% | 3yr Sharpe 0.14 | YTD Return 1.0% | 3yr Return 20.6% | 1yr Return 7.8% | Total Assets $21M | 6M Money Flow $1M | |
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe 0.50 | YTD Return -3.0% | 3yr Return 44.5% | 1yr Return 12.0% | Total Assets $11B | 6M Money Flow -$790M | |
Expense Ratio 0.46% | TTM Yield 1.7% | 3yr Sharpe 0.15 | YTD Return 1.2% | 3yr Return 21.4% | 1yr Return 7.7% | Total Assets $6B | 6M Money Flow -$87M | |
Expense Ratio 0.65% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe -0.01 | YTD Return 1.9% | 3yr Return 13.7% | 1yr Return 7.4% | Total Assets $74M | 6M Money Flow -$4M | |
Expense Ratio 1.15% | TTM Yield 1.5% | 3yr Sharpe -0.03 | YTD Return 1.5% | 3yr Return 12.0% | 1yr Return 0.1% | Total Assets $29M | 6M Money Flow -$5M | |
Expense Ratio 1.40% Expense Ratio 0.90% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.1% | 3yr Sharpe -0.01 | YTD Return -3.7% | 3yr Return 14.1% | 1yr Return -1.1% | Total Assets $333M | 6M Money Flow -$30M | |
Expense Ratio 1.15% Expense Ratio 0.75% Expense Ratio 1.40% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.62% | TTM Yield 1.8% | 3yr Sharpe -0.02 | YTD Return 2.7% | 3yr Return 12.3% | 1yr Return 5.6% | Total Assets $3B | 6M Money Flow -$43M | |
Expense Ratio 0.54% | ||||||||
Expense Ratio 0.16% | TTM Yield 1.7% | 3yr Sharpe 0.20 | YTD Return -2.0% | 3yr Return 24.2% | 1yr Return 8.1% | Total Assets $860M | 6M Money Flow $7M | |
Expense Ratio 0.08% | TTM Yield 2.8% | 3yr Sharpe 0.05 | YTD Return 6.0% | 3yr Return 15.7% | 1yr Return 25.1% | Total Assets $2B | 6M Money Flow $222M | |
Expense Ratio 0.03% | TTM Yield 2.9% | 3yr Sharpe -0.71 | YTD Return 3.1% | 3yr Return 0.2% | 1yr Return 5.5% | Total Assets $9B | 6M Money Flow -$6B | |
Expense Ratio 0.38% | TTM Yield 2.4% | 3yr Sharpe 0.13 | YTD Return 8.3% | 3yr Return 20.3% | 1yr Return 7.9% | Total Assets $46B | 6M Money Flow $2B | |
Expense Ratio 0.11% | TTM Yield 1.1% | 3yr Sharpe 0.47 | YTD Return -2.1% | 3yr Return 37.9% | 1yr Return 10.8% | Total Assets $19B | 6M Money Flow $3B | |
Expense Ratio 0.13% | TTM Yield 0.5% | 3yr Sharpe 0.38 | YTD Return -0.3% | 3yr Return 38.4% | 1yr Return 12.4% | Total Assets $4B | 6M Money Flow $3B | |
Expense Ratio 0.03% | TTM Yield 3.0% | 3yr Sharpe -0.60 | YTD Return 2.0% | 3yr Return 7.8% | 1yr Return 5.7% | Total Assets $3B | 6M Money Flow $60M | |
Expense Ratio 0.64% | TTM Yield 0.6% | 3yr Sharpe 0.14 | YTD Return 4.4% | 3yr Return 18.2% | 1yr Return 11.4% | Total Assets $37M | 6M Money Flow -$7M | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe -0.10 | YTD Return 2.3% | 3yr Return 10.6% | 1yr Return 7.1% | Total Assets $28M | 6M Money Flow -$2M | |
Expense Ratio 0.72% | TTM Yield 2.0% | 3yr Sharpe 0.24 | YTD Return 3.3% | 3yr Return 27.9% | 1yr Return 25.5% | Total Assets $1B | 6M Money Flow $201M | |
Expense Ratio 0.99% Expense Ratio 0.60% Expense Ratio 1.25% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.0% | 3yr Sharpe -0.34 | YTD Return 0.0% | 3yr Return 7.0% | 1yr Return 2.8% | Total Assets $899M | 6M Money Flow $90M | |