Fisher Investments
Statistics as of May 27, 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 0.00% | TTM Yield 0.8% | 3yr Sharpe 0.48 | YTD Return -2.9% | 3yr Return 56.6% | 1yr Return 7.1% | Total Assets $297K | 6M Money Flow $67 | |
Expense Ratio 0.00% | TTM Yield 0.2% | 3yr Sharpe -0.26 | YTD Return -11.4% | 3yr Return 2.0% | 1yr Return -8.4% | Total Assets $191K | 6M Money Flow $2 | |
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe 0.20 | YTD Return 14.5% | 3yr Return 34.0% | 1yr Return 7.6% | Total Assets $223K | 6M Money Flow -$8 | |
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe 0.54 | YTD Return 2.6% | 3yr Return 57.4% | 1yr Return 8.0% | Total Assets $300K | 6M Money Flow -$51 | |
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.55 | YTD Return 2.8% | 3yr Return 58.5% | 1yr Return 6.4% | Total Assets $301K | 6M Money Flow $82 | |
Expense Ratio 0.00% | TTM Yield 4.1% | 3yr Sharpe -2.53 | YTD Return 1.3% | 3yr Return 10.6% | 1yr Return 3.7% | Total Assets $27K | 6M Money Flow -$19 | |
Expense Ratio 0.00% | TTM Yield 3.5% | 3yr Sharpe -0.26 | YTD Return 2.4% | 3yr Return 5.2% | 1yr Return 5.7% | Total Assets $3M | 6M Money Flow $785 | |
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe -0.29 | YTD Return 2.4% | 3yr Return 4.4% | 1yr Return 5.6% | Total Assets $3M | 6M Money Flow $2K | |