Fidelity Investments
Statistics as of May 01, 2025
Search , , ,
in
Found total of 548 distinct funds
Download top 1000 CSV
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 1.3% | 3yr Sharpe 0.43 | YTD Return -4.9% | 3yr Return 38.9% | 1yr Return 12.3% | Total Assets $76B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 3.7% | 3yr Sharpe -0.36 | YTD Return 2.8% | 3yr Return 5.5% | 1yr Return 7.2% | Total Assets $27B | 6M Money Flow $309M | |
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.44 | YTD Return -4.9% | 3yr Return 39.3% | 1yr Return 12.2% | Total Assets $25B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 3.7% | 3yr Sharpe -0.59 | YTD Return 3.1% | 3yr Return -13.8% | 1yr Return 5.4% | Total Assets $20B | 6M Money Flow $2B | |
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.72 | YTD Return -1.5% | 3yr Return 56.6% | 1yr Return 14.5% | Total Assets $20B | 6M Money Flow -$248M | |
Expense Ratio 0.00% | TTM Yield 2.9% | 3yr Sharpe -0.47 | YTD Return 0.8% | 3yr Return 4.4% | 1yr Return 5.6% | Total Assets $14B | 6M Money Flow $2B | |
Expense Ratio 0.00% | TTM Yield 2.6% | 3yr Sharpe 0.10 | YTD Return -0.3% | 3yr Return 17.7% | 1yr Return 6.0% | Total Assets $12B | 6M Money Flow $423M | |
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe 0.51 | YTD Return -4.4% | 3yr Return 42.9% | 1yr Return 13.4% | Total Assets $12B | 6M Money Flow $1B | |
Expense Ratio 0.00% | TTM Yield 2.3% | 3yr Sharpe 0.40 | YTD Return -1.3% | 3yr Return 34.5% | 1yr Return 11.3% | Total Assets $12B | 6M Money Flow -$289M | |
Expense Ratio 0.00% | TTM Yield 3.6% | 3yr Sharpe -0.64 | YTD Return 3.9% | 3yr Return -5.3% | 1yr Return 7.2% | Total Assets $11B | 6M Money Flow $51M | |
Expense Ratio 0.00% | TTM Yield 0.7% | 3yr Sharpe 0.82 | YTD Return -1.8% | 3yr Return 65.2% | 1yr Return 18.3% | Total Assets $11B | 6M Money Flow -$338M | |
Expense Ratio 0.00% | TTM Yield 2.1% | 3yr Sharpe 0.21 | YTD Return -1.1% | 3yr Return 24.5% | 1yr Return 8.6% | Total Assets $8B | 6M Money Flow $495M | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe -0.33 | YTD Return 3.7% | 3yr Return 10.9% | 1yr Return 7.7% | Total Assets $7B | 6M Money Flow -$2B | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.50 | YTD Return -4.3% | 3yr Return 42.0% | 1yr Return 13.2% | Total Assets $6B | 6M Money Flow $547M | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe 0.26 | YTD Return 6.4% | 3yr Return 26.5% | 1yr Return 15.4% | Total Assets $6B | 6M Money Flow -$500M | |
Expense Ratio 0.00% | TTM Yield 2.7% | 3yr Sharpe 0.28 | YTD Return 9.3% | 3yr Return 28.3% | 1yr Return 12.8% | Total Assets $5B | 6M Money Flow $431M | |
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe 0.26 | YTD Return 9.2% | 3yr Return 27.4% | 1yr Return 12.6% | Total Assets $3B | 6M Money Flow $227M | |
Expense Ratio 0.00% | TTM Yield 3.7% | 3yr Sharpe -0.36 | YTD Return 2.8% | 3yr Return 5.5% | 1yr Return 7.2% | Total Assets $3B | 6M Money Flow $211M | |
Expense Ratio 0.00% | TTM Yield 0.6% | 3yr Sharpe 0.59 | YTD Return -7.2% | 3yr Return 56.5% | 1yr Return 16.4% | Total Assets $2B | 6M Money Flow $251M | |
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe -0.05 | YTD Return -7.5% | 3yr Return 11.2% | 1yr Return -4.7% | Total Assets $2B | 6M Money Flow $298M | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.01 | YTD Return -8.4% | 3yr Return 15.0% | 1yr Return 2.9% | Total Assets $2B | 6M Money Flow $29M | |
Expense Ratio 0.00% | TTM Yield 4.8% | 3yr Sharpe -0.11 | YTD Return 1.4% | 3yr Return 13.8% | 1yr Return 5.1% | Total Assets $2B | 6M Money Flow $103M | |
Expense Ratio 0.00% | TTM Yield 3.5% | 3yr Sharpe -0.52 | YTD Return 3.2% | 3yr Return 3.5% | 1yr Return 6.9% | Total Assets $1B | 6M Money Flow $226M | |
Expense Ratio 0.00% | TTM Yield 2.3% | 3yr Sharpe 0.12 | YTD Return 10.5% | 3yr Return 20.3% | 1yr Return 15.8% | Total Assets $1B | 6M Money Flow $168M | |
Expense Ratio 0.00% | TTM Yield 3.0% | 3yr Sharpe -0.23 | YTD Return -0.7% | 3yr Return 9.3% | 1yr Return 2.4% | Total Assets $879M | 6M Money Flow $57M | |
Expense Ratio 0.00% | TTM Yield 4.6% | 3yr Sharpe -0.14 | YTD Return 2.1% | 3yr Return 9.9% | 1yr Return 7.6% | Total Assets $757M | 6M Money Flow $121M | |
Expense Ratio 0.00% | TTM Yield 4.5% | 3yr Sharpe -0.27 | YTD Return 3.2% | 3yr Return 6.8% | 1yr Return 8.5% | Total Assets $733M | 6M Money Flow $109M | |
Expense Ratio 0.00% | TTM Yield 5.1% | 3yr Sharpe 0.91 | YTD Return 1.5% | 3yr Return 15.5% | 1yr Return 5.4% | Total Assets $520M | 6M Money Flow $40M | |
Expense Ratio 0.00% | TTM Yield 1.1% | 3yr Sharpe 0.15 | YTD Return -4.3% | 3yr Return 22.9% | 1yr Return 7.4% | Total Assets $495M | 6M Money Flow $54M | |
Expense Ratio 0.00% | TTM Yield 4.2% | 3yr Sharpe 0.07 | YTD Return 2.1% | 3yr Return 14.2% | 1yr Return 6.9% | Total Assets $456M | 6M Money Flow -$28M | |
Expense Ratio 0.00% | TTM Yield 1.5% | 3yr Sharpe -0.05 | YTD Return -11.0% | 3yr Return 11.3% | 1yr Return 1.3% | Total Assets $451M | 6M Money Flow $73M | |
Expense Ratio 0.00% | TTM Yield 6.4% | 3yr Sharpe 0.23 | YTD Return 7.4% | 3yr Return 21.3% | 1yr Return 9.1% | Total Assets $434M | 6M Money Flow -$10M | |
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe -1.78 | YTD Return 1.1% | 3yr Return 10.0% | 1yr Return 3.8% | Total Assets $213M | 6M Money Flow $16M | |
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe -0.20 | YTD Return 2.5% | 3yr Return 9.2% | 1yr Return 10.1% | Total Assets $121M | 6M Money Flow -$7K | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe 0.20 | YTD Return 1.8% | 3yr Return 21.8% | 1yr Return 9.7% | Total Assets $74M | 6M Money Flow -$5M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.3% | 3yr Return - | 1yr Return - | Total Assets $54M | 6M Money Flow $28M | |
Expense Ratio 0.00% | TTM Yield 3.0% | 3yr Sharpe 0.14 | YTD Return 2.0% | 3yr Return 19.1% | 1yr Return 9.5% | Total Assets $43M | 6M Money Flow -$5M | |
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe - | YTD Return -5.6% | 3yr Return - | 1yr Return 9.4% | Total Assets $30M | 6M Money Flow $6M | |
Expense Ratio 0.00% | TTM Yield 2.8% | 3yr Sharpe 0.10 | YTD Return 2.2% | 3yr Return 17.4% | 1yr Return 9.2% | Total Assets $29M | 6M Money Flow -$2M | |
Expense Ratio 0.00% | TTM Yield 4.6% | 3yr Sharpe - | YTD Return 3.2% | 3yr Return - | 1yr Return 7.7% | Total Assets $10M | 6M Money Flow $1M | |
Expense Ratio 0.00% | TTM Yield 3.2% | 3yr Sharpe 0.06 | YTD Return 2.4% | 3yr Return 15.6% | 1yr Return 8.8% | Total Assets $8M | 6M Money Flow -$3M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 0.9% | 3yr Return - | 1yr Return - | Total Assets $5M | 6M Money Flow $2M | |