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 0.02% | TTM Yield 1.5% | 3yr Sharpe 0.30 | YTD Return -13.4% | 3yr Return 16.0% | 1yr Return -0.1% | Total Assets $598B | 6M Money Flow $11B | |
Expense Ratio 0.31% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return -13.3% | 3yr Return 15.8% | 1yr Return -2.3% | Total Assets $148B | 6M Money Flow $14B | |
Expense Ratio 0.01% | TTM Yield 1.4% | 3yr Sharpe 0.24 | YTD Return -14.0% | 3yr Return 12.9% | 1yr Return -1.1% | Total Assets $100B | 6M Money Flow $2B | |
Expense Ratio 0.24% | TTM Yield 1.3% | 3yr Sharpe 0.33 | YTD Return -14.0% | 3yr Return 17.5% | 1yr Return -1.1% | Total Assets $75B | 6M Money Flow -$2B | |
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe 0.24 | YTD Return -14.0% | 3yr Return 13.0% | 1yr Return -1.1% | Total Assets $74B | 6M Money Flow -$38M | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.25 | YTD Return -13.9% | 3yr Return 13.4% | 1yr Return -1.0% | Total Assets $25B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 1.8% | 3yr Sharpe 0.55 | YTD Return -12.5% | 3yr Return 27.5% | 1yr Return 0.7% | Total Assets $19B | 6M Money Flow -$301M | |
Expense Ratio 0.02% | TTM Yield 1.5% | 3yr Sharpe 0.30 | YTD Return -13.4% | 3yr Return 15.9% | 1yr Return -0.1% | Total Assets $15B | 6M Money Flow -$169M | |
Expense Ratio 0.11% | TTM Yield 2.0% | 3yr Sharpe 0.35 | YTD Return -4.7% | 3yr Return 18.1% | 1yr Return 5.8% | Total Assets $14B | 6M Money Flow -$3B | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.30 | YTD Return -13.7% | 3yr Return 15.9% | 1yr Return 0.1% | Total Assets $12B | 6M Money Flow $1B | |
Expense Ratio 0.54% | TTM Yield 1.6% | 3yr Sharpe 0.45 | YTD Return -10.3% | 3yr Return 21.9% | 1yr Return 0.4% | Total Assets $11B | 6M Money Flow -$836M | |
Expense Ratio 0.46% | ||||||||
Expense Ratio 0.78% | TTM Yield 1.1% | 3yr Sharpe 0.36 | YTD Return -14.9% | 3yr Return 17.1% | 1yr Return -3.6% | Total Assets $7B | 6M Money Flow -$889M | |
Expense Ratio 0.70% | ||||||||
Expense Ratio 0.36% | TTM Yield 1.1% | 3yr Sharpe 0.16 | YTD Return -15.2% | 3yr Return 8.6% | 1yr Return -4.8% | 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 0.00% | TTM Yield 1.5% | 3yr Sharpe 0.31 | YTD Return -13.4% | 3yr Return 16.0% | 1yr Return -0.1% | Total Assets $6B | 6M Money Flow $378M | |
Expense Ratio 0.79% | TTM Yield 1.0% | 3yr Sharpe 0.49 | YTD Return -12.7% | 3yr Return 24.0% | 1yr Return -0.1% | Total Assets $5B | 6M Money Flow $108M | |
Expense Ratio 0.82% | TTM Yield 1.0% | 3yr Sharpe 0.49 | YTD Return -12.9% | 3yr Return 24.0% | 1yr Return -0.4% | Total Assets $5B | 6M Money Flow -$142M | |
Expense Ratio 0.68% Expense Ratio 1.18% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.76% | TTM Yield 0.2% | 3yr Sharpe 0.58 | YTD Return -14.8% | 3yr Return 31.2% | 1yr Return -2.6% | Total Assets $5B | 6M Money Flow -$654M | |
Expense Ratio 0.11% | TTM Yield 1.5% | 3yr Sharpe 0.24 | YTD Return -14.5% | 3yr Return 14.1% | 1yr Return -3.2% | Total Assets $4B | 6M Money Flow -$38M | |
Expense Ratio 0.18% | TTM Yield 1.2% | 3yr Sharpe 0.32 | YTD Return -14.0% | 3yr Return 16.5% | 1yr Return -1.4% | Total Assets $4B | 6M Money Flow $815M | |
Expense Ratio 0.59% | TTM Yield 1.2% | 3yr Sharpe 0.51 | YTD Return -12.6% | 3yr Return 25.0% | 1yr Return -0.3% | Total Assets $4B | 6M Money Flow $238M | |
Expense Ratio 0.48% Expense Ratio 0.60% Expense Ratio 0.87% Expense Ratio 1.64% Expense Ratio 1.12% | ||||||||
Expense Ratio 0.76% | TTM Yield 0.3% | 3yr Sharpe 0.26 | YTD Return -16.3% | 3yr Return 13.6% | 1yr Return -5.5% | Total Assets $3B | 6M Money Flow -$51M | |
Expense Ratio 0.56% Expense Ratio 0.44% Expense Ratio 1.08% Expense Ratio 1.60% | ||||||||
Expense Ratio 0.70% | TTM Yield 1.0% | 3yr Sharpe 0.07 | YTD Return -21.0% | 3yr Return 3.5% | 1yr Return -11.5% | Total Assets $3B | 6M Money Flow -$220M | |
Expense Ratio 0.99% Expense Ratio 0.74% Expense Ratio 1.24% Expense Ratio 0.62% Expense Ratio 0.62% Expense Ratio 1.74% | ||||||||
Expense Ratio 1.10% | TTM Yield 0.9% | 3yr Sharpe 0.32 | YTD Return -14.9% | 3yr Return 15.3% | 1yr Return -4.0% | Total Assets $2B | 6M Money Flow $86M | |
Expense Ratio 0.85% Expense Ratio 1.34% Expense Ratio 0.71% Expense Ratio 1.85% | ||||||||
Expense Ratio 1.08% | TTM Yield 0.6% | 3yr Sharpe 0.47 | YTD Return -12.8% | 3yr Return 23.1% | 1yr Return -0.5% | Total Assets $2B | 6M Money Flow $25M | |
Expense Ratio 0.82% Expense Ratio 1.33% Expense Ratio 0.70% Expense Ratio 1.84% | ||||||||
Expense Ratio 0.16% | TTM Yield 1.5% | 3yr Sharpe 0.32 | YTD Return -7.4% | 3yr Return 16.0% | 1yr Return 3.2% | Total Assets $1B | 6M Money Flow $63M | |
Expense Ratio 0.16% | TTM Yield 1.4% | 3yr Sharpe 0.28 | YTD Return -10.5% | 3yr Return 15.5% | 1yr Return 2.9% | Total Assets $948M | 6M Money Flow -$11M | |
Expense Ratio 0.38% | TTM Yield 1.1% | 3yr Sharpe 0.61 | YTD Return -14.5% | 3yr Return 32.1% | 1yr Return -4.0% | Total Assets $635M | 6M Money Flow $249M | |
Expense Ratio 0.50% | TTM Yield 0.6% | 3yr Sharpe - | YTD Return -15.3% | 3yr Return - | 1yr Return -4.6% | Total Assets $359M | 6M Money Flow $124M | |
Expense Ratio 0.60% | TTM Yield 0.6% | 3yr Sharpe - | YTD Return -18.2% | 3yr Return - | 1yr Return -9.3% | Total Assets $250M | 6M Money Flow $30M | |
Expense Ratio 0.16% | TTM Yield 1.7% | 3yr Sharpe 0.46 | YTD Return -10.0% | 3yr Return 22.9% | 1yr Return 3.1% | Total Assets $185M | 6M Money Flow $41M | |
Expense Ratio 0.16% | TTM Yield 1.6% | 3yr Sharpe 0.39 | YTD Return -9.5% | 3yr Return 20.1% | 1yr Return 2.8% | Total Assets $184M | 6M Money Flow $21M | |
Expense Ratio 0.69% | TTM Yield 0.5% | 3yr Sharpe -0.01 | YTD Return -15.7% | 3yr Return 1.2% | 1yr Return -10.7% | 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 0.45% | TTM Yield 1.4% | 3yr Sharpe 0.55 | YTD Return -12.9% | 3yr Return 27.3% | 1yr Return -0.2% | Total Assets $60M | 6M Money Flow -$2M | |
Expense Ratio 0.64% | TTM Yield 0.6% | 3yr Sharpe 0.14 | YTD Return -2.9% | 3yr Return 10.0% | 1yr Return 4.7% | Total Assets $37M | 6M Money Flow -$7M | |
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe - | YTD Return -14.6% | 3yr Return - | 1yr Return -3.0% | Total Assets $29M | 6M Money Flow $6M | |
Expense Ratio 0.90% | TTM Yield 0.5% | 3yr Sharpe 0.06 | YTD Return -18.5% | 3yr Return 4.2% | 1yr Return -10.1% | Total Assets $25M | 6M Money Flow -$277K | |
Expense Ratio 1.15% Expense Ratio 1.90% Expense Ratio 1.40% Expense Ratio 0.90% Expense Ratio 0.75% | ||||||||
Expense Ratio 0.59% | TTM Yield 2.4% | 3yr Sharpe 0.12 | YTD Return -18.2% | 3yr Return 7.8% | 1yr Return -9.1% | Total Assets $13M | 6M Money Flow $485K | |
Expense Ratio 0.18% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -13.5% | 3yr Return - | 1yr Return - | Total Assets $4M | 6M Money Flow - | |
Expense Ratio 0.59% | TTM Yield 0.7% | 3yr Sharpe 0.05 | YTD Return -15.1% | 3yr Return 3.8% | 1yr Return -10.7% | Total Assets $3M | 6M Money Flow $28K | |
Expense Ratio 0.63% | TTM Yield 0.1% | 3yr Sharpe 0.51 | YTD Return -13.0% | 3yr Return 29.3% | 1yr Return 0.9% | Total Assets $145B | 6M Money Flow -$3B | |
Expense Ratio 0.56% | ||||||||
Expense Ratio 0.47% | TTM Yield 0.3% | 3yr Sharpe 0.25 | YTD Return -22.4% | 3yr Return 15.9% | 1yr Return -4.7% | Total Assets $64B | 6M Money Flow -$348M | |
Expense Ratio 0.40% | ||||||||
Expense Ratio 0.39% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -22.4% | 3yr Return 15.9% | 1yr Return -4.6% | Total Assets $64B | 6M Money Flow $139M | |
Expense Ratio 0.76% Expense Ratio 0.51% Expense Ratio 1.01% Expense Ratio 1.51% | ||||||||