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 0.88% | TTM Yield 6.3% | 3yr Sharpe 0.11 | YTD Return 0.8% | 3yr Return 16.8% | 1yr Return 8.8% | Total Assets $3B | 6M Money Flow $59M | |
Expense Ratio 0.82% Expense Ratio 1.17% Expense Ratio 0.92% Expense Ratio 1.17% Expense Ratio 1.92% | ||||||||
Expense Ratio 0.55% | TTM Yield 2.6% | 3yr Sharpe -0.37 | YTD Return -0.6% | 3yr Return 6.6% | 1yr Return 2.4% | Total Assets $148M | 6M Money Flow -$11M | |
Expense Ratio 0.21% | TTM Yield 0.7% | 3yr Sharpe 0.45 | YTD Return -8.3% | 3yr Return 48.0% | 1yr Return 14.2% | Total Assets $7B | 6M Money Flow $303M | |
Expense Ratio 0.46% | TTM Yield 1.7% | 3yr Sharpe 0.36 | YTD Return 1.1% | 3yr Return 32.0% | 1yr Return 10.9% | Total Assets $18B | 6M Money Flow -$743M | |
Expense Ratio 0.65% Expense Ratio 0.75% | ||||||||
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 0.21% | TTM Yield 4.3% | 3yr Sharpe -0.27 | YTD Return 2.2% | 3yr Return 11.9% | 1yr Return 6.5% | Total Assets $4B | 6M Money Flow -$142M | |
Expense Ratio 0.20% | TTM Yield 5.1% | 3yr Sharpe 0.36 | YTD Return 1.6% | 3yr Return 14.8% | 1yr Return 5.5% | Total Assets $8B | 6M Money Flow -$235M | |
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 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 0.05% | TTM Yield 2.0% | 3yr Sharpe 0.02 | YTD Return -7.7% | 3yr Return 15.1% | 1yr Return 2.4% | Total Assets $780M | 6M Money Flow -$343M | |
Expense Ratio 0.36% | TTM Yield 1.0% | 3yr Sharpe 0.34 | YTD Return -6.1% | 3yr Return 33.8% | 1yr Return 8.0% | Total Assets $6B | 6M Money Flow -$106M | |
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 0.24 | YTD Return 5.1% | 3yr Return 28.5% | 1yr Return 7.7% | Total Assets $6B | 6M Money Flow $233M | |
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 2.8% | 3yr Sharpe 0.27 | YTD Return 8.5% | 3yr Return 28.2% | 1yr Return 13.2% | Total Assets $10B | 6M Money Flow -$225M | |
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 1.8% | 3yr Sharpe 0.17 | YTD Return 0.3% | 3yr Return 21.1% | 1yr Return 8.6% | Total Assets $32M | 6M Money Flow $5M | |
Expense Ratio 0.47% Expense Ratio 1.47% Expense Ratio 0.72% Expense Ratio 0.97% | ||||||||
Expense Ratio 0.01% | TTM Yield 2.1% | 3yr Sharpe 0.34 | YTD Return 0.9% | 3yr Return 31.1% | 1yr Return 10.7% | Total Assets $55M | 6M Money Flow $379K | |
Expense Ratio 0.18% | TTM Yield - | 3yr Sharpe - | YTD Return - | 3yr Return - | 1yr Return - | Total Assets $101M | 6M Money Flow - | |
Expense Ratio 0.66% | TTM Yield 3.7% | 3yr Sharpe -0.66 | YTD Return 3.2% | 3yr Return -12.7% | 1yr Return 4.3% | Total Assets $69M | 6M Money Flow $21M | |
Expense Ratio 0.27% | TTM Yield 8.2% | 3yr Sharpe - | YTD Return -4.6% | 3yr Return - | 1yr Return 10.9% | Total Assets $12M | 6M Money Flow $6M | |
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 0.03% | TTM Yield 3.4% | 3yr Sharpe -0.36 | YTD Return 2.8% | 3yr Return 5.5% | 1yr Return 7.2% | Total Assets $62B | 6M Money Flow $384M | |
Expense Ratio 0.02% | TTM Yield 1.3% | 3yr Sharpe 0.50 | YTD Return -4.3% | 3yr Return 42.0% | 1yr Return 13.2% | Total Assets $594B | 6M Money Flow $13B | |
Expense Ratio 0.69% | TTM Yield 0.9% | 3yr Sharpe 0.33 | YTD Return -7.9% | 3yr Return 33.6% | 1yr Return 5.0% | Total Assets $3B | 6M Money Flow -$8M | |
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 1.2% | 3yr Sharpe 0.19 | YTD Return -1.1% | 3yr Return 24.4% | 1yr Return 17.4% | Total Assets $308M | 6M Money Flow -$25M | |
Expense Ratio 0.69% | TTM Yield 0.5% | 3yr Sharpe 0.16 | YTD Return -6.8% | 3yr Return 23.4% | 1yr Return 2.3% | Total Assets $132M | 6M Money Flow -$8M | |
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 0.35 | YTD Return 0.9% | 3yr Return 31.2% | 1yr Return 10.8% | Total Assets $22M | 6M Money Flow $2M | |
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 0.46% | TTM Yield 1.7% | 3yr Sharpe 0.36 | YTD Return 1.2% | 3yr Return 32.1% | 1yr Return 10.9% | Total Assets $6B | 6M Money Flow $65M | |
Expense Ratio 0.65% Expense Ratio 0.75% | ||||||||
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 1.15% | TTM Yield 1.5% | 3yr Sharpe 0.00 | YTD Return -1.9% | 3yr Return 13.8% | 1yr Return -1.0% | Total Assets $28M | 6M Money Flow -$3M | |
Expense Ratio 1.40% Expense Ratio 0.90% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.1% | 3yr Sharpe 0.02 | YTD Return -8.9% | 3yr Return 15.5% | 1yr Return -2.2% | Total Assets $318M | 6M Money Flow -$31M | |
Expense Ratio 1.15% Expense Ratio 0.75% Expense Ratio 1.40% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.62% | TTM Yield 1.9% | 3yr Sharpe 0.03 | YTD Return -0.4% | 3yr Return 15.2% | 1yr Return 5.5% | Total Assets $3B | 6M Money Flow -$224M | |
Expense Ratio 0.54% | ||||||||
Expense Ratio 0.16% | TTM Yield 1.7% | 3yr Sharpe 0.31 | YTD Return -4.4% | 3yr Return 30.9% | 1yr Return 9.3% | Total Assets $896M | 6M Money Flow -$4M | |
Expense Ratio 0.08% | TTM Yield 2.8% | 3yr Sharpe 0.13 | YTD Return 5.7% | 3yr Return 22.3% | 1yr Return 20.9% | Total Assets $2B | 6M Money Flow -$23M | |
Expense Ratio 0.03% | TTM Yield 2.8% | 3yr Sharpe -0.52 | YTD Return 3.3% | 3yr Return 3.3% | 1yr Return 7.0% | Total Assets $9B | 6M Money Flow -$3B | |
Expense Ratio 0.12% | TTM Yield 2.3% | 3yr Sharpe 0.38 | YTD Return 11.7% | 3yr Return 34.3% | 1yr Return 13.8% | Total Assets $48B | 6M Money Flow $1B | |
Expense Ratio 0.11% | TTM Yield 1.1% | 3yr Sharpe 0.62 | YTD Return -2.7% | 3yr Return 47.7% | 1yr Return 15.0% | Total Assets $19B | 6M Money Flow $2B | |
Expense Ratio 0.13% | TTM Yield 0.5% | 3yr Sharpe 0.70 | YTD Return 1.6% | 3yr Return 57.3% | 1yr Return 20.5% | Total Assets $4B | 6M Money Flow $3B | |
Expense Ratio 0.03% | TTM Yield 3.1% | 3yr Sharpe -0.44 | YTD Return 2.8% | 3yr Return 9.3% | 1yr Return 7.0% | Total Assets $3B | 6M Money Flow $56M | |
Expense Ratio 0.64% | TTM Yield 0.6% | 3yr Sharpe 0.24 | YTD Return 2.0% | 3yr Return 22.1% | 1yr Return 11.9% | Total Assets $37M | 6M Money Flow -$7M | |
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 0.72% | TTM Yield 2.1% | 3yr Sharpe 0.33 | YTD Return 2.4% | 3yr Return 34.5% | 1yr Return 20.6% | Total Assets $1B | 6M Money Flow $175M | |
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 -0.23 | YTD Return -0.7% | 3yr Return 9.3% | 1yr Return 2.4% | Total Assets $879M | 6M Money Flow $57M | |