Fidelity Investments
Statistics as of May 01, 2025
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Found total of 548 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 0.71% | TTM Yield 1.1% | 3yr Sharpe -0.01 | YTD Return -7.2% | 3yr Return 14.1% | 1yr Return -13.8% | Total Assets $892M | 6M Money Flow -$184M | |
Expense Ratio 0.98% Expense Ratio 1.23% Expense Ratio 0.58% Expense Ratio 1.73% | ||||||||
Expense Ratio 0.65% | TTM Yield 2.2% | 3yr Sharpe -0.01 | YTD Return -7.0% | 3yr Return 14.2% | 1yr Return -13.6% | Total Assets $2B | 6M Money Flow -$156M | |
Expense Ratio 0.69% | TTM Yield 1.2% | 3yr Sharpe -0.33 | YTD Return -5.9% | 3yr Return -6.5% | 1yr Return -11.9% | Total Assets $450M | 6M Money Flow -$55M | |
Expense Ratio 0.08% | TTM Yield 3.3% | 3yr Sharpe 0.06 | YTD Return -6.1% | 3yr Return 19.5% | 1yr Return -9.2% | Total Assets $1B | 6M Money Flow -$116M | |
Expense Ratio 0.70% | TTM Yield 1.4% | 3yr Sharpe 0.27 | YTD Return -2.4% | 3yr Return 24.8% | 1yr Return -8.6% | Total Assets $1B | 6M Money Flow -$381M | |
Expense Ratio 0.71% | TTM Yield 1.7% | 3yr Sharpe 0.09 | YTD Return 0.9% | 3yr Return 21.3% | 1yr Return -8.3% | Total Assets $546M | 6M Money Flow -$37M | |
Expense Ratio 0.70% | TTM Yield 1.2% | 3yr Sharpe -0.21 | YTD Return 0.4% | 3yr Return 0.2% | 1yr Return -7.5% | Total Assets $705M | 6M Money Flow -$64M | |
Expense Ratio 0.72% Expense Ratio 0.99% Expense Ratio 0.58% Expense Ratio 1.24% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.40% | TTM Yield 1.5% | 3yr Sharpe -0.67 | YTD Return -1.6% | 3yr Return -35.2% | 1yr Return -5.8% | Total Assets $22M | 6M Money Flow -$2M | |
Expense Ratio 0.01% | TTM Yield 4.8% | 3yr Sharpe -0.03 | YTD Return -14.5% | 3yr Return 12.3% | 1yr Return -5.5% | Total Assets $4M | 6M Money Flow -$404M | |
Expense Ratio 0.50% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -5.1% | 3yr Return - | 1yr Return -5.5% | Total Assets $60M | 6M Money Flow $20M | |
Expense Ratio 0.70% | TTM Yield 1.6% | 3yr Sharpe -0.05 | YTD Return -9.6% | 3yr Return 10.9% | 1yr Return -5.1% | Total Assets $438M | 6M Money Flow -$45M | |
Expense Ratio 0.80% | TTM Yield 0.9% | 3yr Sharpe -0.02 | YTD Return -11.6% | 3yr Return 13.1% | 1yr Return -4.9% | Total Assets $2B | 6M Money Flow -$229M | |
Expense Ratio 0.84% Expense Ratio 1.09% Expense Ratio 1.34% Expense Ratio 0.72% Expense Ratio 1.84% | ||||||||
Expense Ratio 1.03% | TTM Yield 0.3% | 3yr Sharpe -0.08 | YTD Return -7.7% | 3yr Return 9.5% | 1yr Return -4.8% | Total Assets $2B | 6M Money Flow -$21M | |
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 0.40% | TTM Yield 0.6% | 3yr Sharpe -0.59 | YTD Return -3.4% | 3yr Return -34.5% | 1yr Return -4.6% | Total Assets $24M | 6M Money Flow -$5M | |
Expense Ratio 0.71% | TTM Yield 3.0% | 3yr Sharpe 0.22 | YTD Return -5.1% | 3yr Return 28.7% | 1yr Return -4.4% | Total Assets $1B | 6M Money Flow -$177M | |
Expense Ratio 0.96% Expense Ratio 1.21% Expense Ratio 0.58% Expense Ratio 1.71% | ||||||||
Expense Ratio 0.08% | TTM Yield 1.7% | 3yr Sharpe -0.13 | YTD Return -1.2% | 3yr Return 5.1% | 1yr Return -3.8% | Total Assets $400M | 6M Money Flow -$93M | |
Expense Ratio 0.01% | TTM Yield 1.7% | 3yr Sharpe - | YTD Return -13.2% | 3yr Return - | 1yr Return -3.0% | Total Assets $1B | 6M Money Flow $288M | |
Expense Ratio 0.86% | TTM Yield 2.6% | 3yr Sharpe -0.28 | YTD Return -0.3% | 3yr Return -4.2% | 1yr Return -2.9% | Total Assets $835M | 6M Money Flow -$59M | |
Expense Ratio 0.89% Expense Ratio 0.76% Expense Ratio 1.15% Expense Ratio 1.90% Expense Ratio 1.40% | ||||||||
Expense Ratio 0.39% | TTM Yield 4.8% | 3yr Sharpe -0.86 | YTD Return -2.3% | 3yr Return -22.7% | 1yr Return -2.6% | Total Assets $5B | 6M Money Flow $1B | |
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 0.81% | TTM Yield 1.4% | 3yr Sharpe 0.02 | YTD Return -8.8% | 3yr Return 15.7% | 1yr Return -2.1% | Total Assets $8B | 6M Money Flow -$794M | |
Expense Ratio 0.73% | ||||||||
Expense Ratio 0.08% | TTM Yield 1.6% | 3yr Sharpe -0.05 | YTD Return -1.2% | 3yr Return 8.9% | 1yr Return -1.6% | Total Assets $3B | 6M Money Flow -$140M | |
Expense Ratio 0.50% | TTM Yield 0.5% | 3yr Sharpe - | YTD Return -4.1% | 3yr Return - | 1yr Return -1.5% | Total Assets $50M | 6M Money Flow -$238K | |
Expense Ratio 0.69% | TTM Yield 0.0% | 3yr Sharpe -0.04 | YTD Return -3.6% | 3yr Return 10.5% | 1yr Return -1.2% | Total Assets $4B | 6M Money Flow -$659M | |
Expense Ratio 0.93% Expense Ratio 0.56% Expense Ratio 1.18% Expense Ratio 1.69% | ||||||||
Expense Ratio 0.68% | TTM Yield 0.7% | 3yr Sharpe -0.32 | YTD Return 7.6% | 3yr Return -2.1% | 1yr Return -1.2% | Total Assets $1B | 6M Money Flow -$124M | |
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 0.63% | TTM Yield 0.0% | 3yr Sharpe -0.02 | YTD Return -3.7% | 3yr Return 11.3% | 1yr Return -0.8% | Total Assets $6B | 6M Money Flow -$706M | |
Expense Ratio 0.05% | TTM Yield 1.9% | 3yr Sharpe -0.14 | YTD Return -10.9% | 3yr Return 5.0% | 1yr Return -0.7% | Total Assets $1B | 6M Money Flow $142M | |
Expense Ratio 0.82% | TTM Yield 1.8% | 3yr Sharpe 0.03 | YTD Return -2.0% | 3yr Return 15.0% | 1yr Return -0.6% | Total Assets $582M | 6M Money Flow -$79M | |
Expense Ratio 0.50% | TTM Yield 3.0% | 3yr Sharpe - | YTD Return 5.0% | 3yr Return - | 1yr Return -0.5% | Total Assets $60M | 6M Money Flow -$64M | |
Expense Ratio 1.28% | TTM Yield 1.9% | 3yr Sharpe 0.04 | YTD Return -9.0% | 3yr Return 16.9% | 1yr Return -0.3% | Total Assets $2B | 6M Money Flow -$87M | |
Expense Ratio 1.03% Expense Ratio 1.53% Expense Ratio 0.90% Expense Ratio 2.03% | ||||||||
Expense Ratio 0.89% | TTM Yield 2.2% | 3yr Sharpe 0.13 | YTD Return -2.6% | 3yr Return 20.0% | 1yr Return 0.1% | Total Assets $22B | 6M Money Flow -$3B | |
Expense Ratio 0.82% | ||||||||
Expense Ratio 0.82% | TTM Yield 0.8% | 3yr Sharpe - | YTD Return -2.6% | 3yr Return 20.1% | 1yr Return 0.2% | Total Assets $23B | 6M Money Flow -$4B | |
Expense Ratio 0.94% Expense Ratio 1.44% Expense Ratio 1.19% Expense Ratio 1.94% | ||||||||
Expense Ratio 0.95% | TTM Yield 0.0% | 3yr Sharpe 0.51 | YTD Return -16.9% | 3yr Return 88.2% | 1yr Return 0.2% | Total Assets $2B | 6M Money Flow $57M | |
Expense Ratio 0.70% Expense Ratio 0.58% Expense Ratio 1.70% Expense Ratio 1.20% | ||||||||
Expense Ratio 0.89% | TTM Yield 0.8% | 3yr Sharpe 0.10 | YTD Return -9.5% | 3yr Return 21.6% | 1yr Return 0.3% | Total Assets $5B | 6M Money Flow $840M | |
Expense Ratio 0.90% Expense Ratio 0.76% Expense Ratio 1.16% Expense Ratio 1.93% Expense Ratio 1.43% | ||||||||
Expense Ratio 0.65% | TTM Yield 0.0% | 3yr Sharpe 0.53 | YTD Return -16.7% | 3yr Return 91.7% | 1yr Return 0.4% | Total Assets $16B | 6M Money Flow -$672M | |
Expense Ratio 0.50% | TTM Yield 2.5% | 3yr Sharpe 0.16 | YTD Return -2.7% | 3yr Return 21.5% | 1yr Return 0.6% | Total Assets $4B | 6M Money Flow -$199M | |
Expense Ratio 0.97% | TTM Yield 0.7% | 3yr Sharpe -0.04 | YTD Return -9.0% | 3yr Return 11.6% | 1yr Return 0.9% | Total Assets $4B | 6M Money Flow -$286M | |
Expense Ratio 1.01% Expense Ratio 0.89% Expense Ratio 1.26% Expense Ratio 1.51% Expense Ratio 2.01% | ||||||||
Expense Ratio 0.61% | TTM Yield 0.4% | 3yr Sharpe 0.33 | YTD Return -13.5% | 3yr Return 36.5% | 1yr Return 1.0% | Total Assets $4B | 6M Money Flow -$89M | |
Expense Ratio 0.54% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -13.5% | 3yr Return 36.5% | 1yr Return 1.0% | Total Assets $4B | 6M Money Flow -$102M | |
Expense Ratio 0.91% Expense Ratio 1.66% Expense Ratio 1.16% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.45% | TTM Yield 3.6% | 3yr Sharpe 0.16 | YTD Return -7.8% | 3yr Return 24.9% | 1yr Return 1.1% | Total Assets $31M | 6M Money Flow -$31M | |