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 0.25% | TTM Yield 3.2% | 3yr Sharpe -2.13 | YTD Return 1.0% | 3yr Return 9.3% | 1yr Return 3.5% | Total Assets $2B | 6M Money Flow $72M | |
Expense Ratio 0.20% Expense Ratio 0.25% Expense Ratio 0.45% | ||||||||
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 0.09% | TTM Yield 3.3% | 3yr Sharpe -1.39 | YTD Return 1.0% | 3yr Return 9.7% | 1yr Return 3.7% | Total Assets $3B | 6M Money Flow -$172M | |
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 0.40% | TTM Yield 1.9% | 3yr Sharpe -0.85 | YTD Return 0.9% | 3yr Return 7.7% | 1yr Return 3.6% | Total Assets $21M | 6M Money Flow -$2M | |
Expense Ratio 0.40% Expense Ratio 0.65% | ||||||||
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 0.30% | TTM Yield 2.0% | 3yr Sharpe -0.67 | YTD Return 0.5% | 3yr Return 6.9% | 1yr Return 3.0% | Total Assets $554M | 6M Money Flow $13M | |
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 0.00% | 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 0.03% | TTM Yield 3.9% | 3yr Sharpe -0.63 | YTD Return 2.8% | 3yr Return -17.4% | 1yr Return 4.3% | Total Assets $3B | 6M Money Flow $398M | |
Expense Ratio 0.30% | TTM Yield 2.1% | 3yr Sharpe -0.62 | YTD Return 0.8% | 3yr Return 7.9% | 1yr Return 3.5% | Total Assets $3B | 6M Money Flow -$13M | |
Expense Ratio 0.25% Expense Ratio 0.30% Expense Ratio 0.55% Expense Ratio 0.55% Expense Ratio 1.27% | ||||||||
Expense Ratio 0.05% | TTM Yield 3.7% | 3yr Sharpe -0.60 | YTD Return 3.9% | 3yr Return 2.0% | 1yr Return 7.5% | Total Assets $10B | 6M Money Flow $640M | |
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 0.03% | TTM Yield 3.8% | 3yr Sharpe -0.59 | YTD Return 3.1% | 3yr Return -13.9% | 1yr Return 5.4% | Total Assets $5B | 6M Money Flow $319M | |
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 0.88% | TTM Yield 4.8% | 3yr Sharpe -0.54 | YTD Return 9.9% | 3yr Return -13.1% | 1yr Return 6.5% | Total Assets $312M | 6M Money Flow -$20M | |
Expense Ratio 0.77% Expense Ratio 0.89% Expense Ratio 1.17% Expense Ratio 1.42% Expense Ratio 1.92% | ||||||||
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 0.30% | TTM Yield 3.2% | 3yr Sharpe -0.52 | YTD Return 2.7% | 3yr Return 8.3% | 1yr Return 6.7% | Total Assets $184M | 6M Money Flow -$54M | |
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 0.44% | TTM Yield 3.0% | 3yr Sharpe -0.49 | YTD Return 3.0% | 3yr Return 6.6% | 1yr Return 7.0% | Total Assets $499M | 6M Money Flow $19M | |
Expense Ratio 0.95% | TTM Yield 2.2% | 3yr Sharpe -0.48 | YTD Return 5.3% | 3yr Return -12.1% | 1yr Return 4.0% | Total Assets $38M | 6M Money Flow -$6M | |
Expense Ratio 0.44% | TTM Yield 3.8% | 3yr Sharpe -0.48 | YTD Return 3.1% | 3yr Return 3.2% | 1yr Return 7.1% | Total Assets $2B | 6M Money Flow -$145M | |
Expense Ratio 0.36% Expense Ratio 0.49% Expense Ratio 0.78% Expense Ratio 0.75% Expense Ratio 1.53% | ||||||||
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 0.47% | TTM Yield 2.7% | 3yr Sharpe -0.46 | YTD Return -0.7% | 3yr Return 5.8% | 1yr Return 1.8% | Total Assets $519M | 6M Money Flow -$20M | |
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 0.45% | TTM Yield 2.7% | 3yr Sharpe -0.43 | YTD Return -0.6% | 3yr Return 6.0% | 1yr Return 1.9% | Total Assets $2B | 6M Money Flow -$46M | |
Expense Ratio 0.46% | TTM Yield 2.8% | 3yr Sharpe -0.41 | YTD Return -0.9% | 3yr Return 6.4% | 1yr Return 2.0% | Total Assets $473M | 6M Money Flow -$11M | |
Expense Ratio 0.07% | TTM Yield 2.9% | 3yr Sharpe -0.41 | YTD Return -1.2% | 3yr Return 5.5% | 1yr Return 1.6% | Total Assets $74M | 6M Money Flow -$5M | |
Expense Ratio 0.31% | TTM Yield 2.8% | 3yr Sharpe -0.40 | YTD Return -0.2% | 3yr Return 7.8% | 1yr Return 2.2% | Total Assets $13B | 6M Money Flow $966M | |
Expense Ratio 0.37% Expense Ratio 0.44% Expense Ratio 0.68% Expense Ratio 0.65% Expense Ratio 1.41% | ||||||||
Expense Ratio 0.46% | TTM Yield 2.8% | 3yr Sharpe -0.39 | YTD Return -0.7% | 3yr Return 6.4% | 1yr Return 2.2% | Total Assets $451M | 6M Money Flow -$15M | |
Expense Ratio 0.55% | TTM Yield 2.7% | 3yr Sharpe -0.39 | YTD Return -1.0% | 3yr Return 6.6% | 1yr Return 1.9% | Total Assets $118M | 6M Money Flow $1M | |
Expense Ratio 0.03% | TTM Yield 3.6% | 3yr Sharpe -0.39 | YTD Return 4.5% | 3yr Return 4.6% | 1yr Return 8.4% | Total Assets $6B | 6M Money Flow -$314M | |
Expense Ratio 0.46% | TTM Yield 2.6% | 3yr Sharpe -0.39 | YTD Return -0.3% | 3yr Return 6.5% | 1yr Return 2.3% | Total Assets $306M | 6M Money Flow -$10M | |
Expense Ratio 0.46% | TTM Yield 2.9% | 3yr Sharpe -0.39 | YTD Return -0.9% | 3yr Return 6.4% | 1yr Return 2.0% | Total Assets $400M | 6M Money Flow $11M | |
Expense Ratio 0.36% | TTM Yield 3.8% | 3yr Sharpe -0.37 | YTD Return 2.9% | 3yr Return 5.1% | 1yr Return 7.4% | Total Assets $44M | 6M Money Flow $5M | |
Expense Ratio 0.45% Expense Ratio 0.69% Expense Ratio 0.68% Expense Ratio 1.44% Expense Ratio 0.45% | ||||||||
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 0.10% | TTM Yield 3.6% | 3yr Sharpe -0.37 | YTD Return 2.8% | 3yr Return 5.3% | 1yr Return 7.1% | Total Assets $522M | 6M Money Flow $38M | |
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 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 0.03% | 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 0.70% | TTM Yield 4.8% | 3yr Sharpe -0.35 | YTD Return 1.4% | 3yr Return 5.1% | 1yr Return 6.1% | Total Assets $488M | 6M Money Flow -$11M | |
Expense Ratio 0.51% Expense Ratio 0.95% Expense Ratio 0.70% Expense Ratio 0.61% Expense Ratio 0.95% Expense Ratio 1.70% | ||||||||
Expense Ratio 0.36% | TTM Yield 4.1% | 3yr Sharpe -0.35 | YTD Return 2.9% | 3yr Return 5.8% | 1yr Return 7.4% | Total Assets $127M | 6M Money Flow $29M | |