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 0.00% | 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 0.73% | TTM Yield 1.1% | 3yr Sharpe 0.90 | YTD Return 2.2% | 3yr Return 61.1% | 1yr Return 18.2% | Total Assets $1B | 6M Money Flow $73M | |
Expense Ratio 0.63% | TTM Yield 0.1% | 3yr Sharpe 0.83 | YTD Return -2.0% | 3yr Return 67.0% | 1yr Return 18.3% | Total Assets $145B | 6M Money Flow -$4B | |
Expense Ratio 0.56% | ||||||||
Expense Ratio 0.45% | TTM Yield 0.4% | 3yr Sharpe 0.83 | YTD Return -2.1% | 3yr Return 66.3% | 1yr Return 17.7% | Total Assets $31B | 6M Money Flow -$3B | |
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 0.66% | TTM Yield 0.7% | 3yr Sharpe 0.79 | YTD Return 12.1% | 3yr Return 64.9% | 1yr Return 25.8% | Total Assets $2B | 6M Money Flow $851K | |
Expense Ratio 0.65% | TTM Yield 0.0% | 3yr Sharpe 0.78 | YTD Return -3.2% | 3yr Return 63.1% | 1yr Return 17.0% | Total Assets $20B | 6M Money Flow -$1B | |
Expense Ratio 0.90% Expense Ratio 0.53% Expense Ratio 1.15% Expense Ratio 1.65% | ||||||||
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 0.38% | TTM Yield 1.0% | 3yr Sharpe 0.71 | YTD Return -4.7% | 3yr Return 56.8% | 1yr Return 9.9% | Total Assets $662M | 6M Money Flow $166M | |
Expense Ratio 0.45% | TTM Yield 1.2% | 3yr Sharpe 0.71 | YTD Return -1.7% | 3yr Return 56.8% | 1yr Return 13.5% | Total Assets $56M | 6M Money Flow -$7M | |
Expense Ratio 0.76% | TTM Yield 0.2% | 3yr Sharpe 0.71 | YTD Return -5.1% | 3yr Return 56.4% | 1yr Return 11.5% | Total Assets $5B | 6M Money Flow -$69M | |
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 0.59% | TTM Yield 1.1% | 3yr Sharpe 0.69 | YTD Return -1.7% | 3yr Return 55.1% | 1yr Return 13.5% | Total Assets $4B | 6M Money Flow $239M | |
Expense Ratio 0.48% Expense Ratio 0.60% Expense Ratio 0.87% Expense Ratio 1.64% Expense Ratio 1.12% | ||||||||
Expense Ratio 0.79% | TTM Yield 0.9% | 3yr Sharpe 0.65 | YTD Return -1.7% | 3yr Return 52.4% | 1yr Return 13.7% | Total Assets $5B | 6M Money Flow -$33M | |
Expense Ratio 0.82% | TTM Yield 0.9% | 3yr Sharpe 0.65 | YTD Return -1.9% | 3yr Return 52.5% | 1yr Return 13.5% | Total Assets $5B | 6M Money Flow -$147M | |
Expense Ratio 0.68% Expense Ratio 1.18% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.70% | TTM Yield 0.0% | 3yr Sharpe 0.64 | YTD Return -3.8% | 3yr Return 65.4% | 1yr Return 16.2% | Total Assets $2B | 6M Money Flow -$43M | |
Expense Ratio 0.71% Expense Ratio 0.99% Expense Ratio 0.58% Expense Ratio 1.24% Expense Ratio 1.74% | ||||||||
Expense Ratio 1.08% | TTM Yield 0.5% | 3yr Sharpe 0.63 | YTD Return -1.9% | 3yr Return 51.1% | 1yr Return 13.2% | Total Assets $1B | 6M Money Flow $26M | |
Expense Ratio 0.82% Expense Ratio 1.33% Expense Ratio 0.70% Expense Ratio 1.84% | ||||||||
Expense Ratio 0.73% | TTM Yield 8.1% | 3yr Sharpe 0.63 | YTD Return -0.2% | 3yr Return 21.7% | 1yr Return 5.3% | Total Assets $14B | 6M Money Flow -$307M | |
Expense Ratio 0.67% Expense Ratio 0.77% Expense Ratio 1.02% Expense Ratio 1.77% Expense Ratio 1.02% | ||||||||
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 0.69% | TTM Yield 0.5% | 3yr Sharpe 0.61 | YTD Return 1.4% | 3yr Return 59.8% | 1yr Return 13.3% | Total Assets $623M | 6M Money Flow $14M | |
Expense Ratio 0.01% | TTM Yield 0.7% | 3yr Sharpe 0.60 | YTD Return -6.9% | 3yr Return 53.3% | 1yr Return 10.2% | Total Assets $1B | 6M Money Flow -$9M | |
Expense Ratio 0.16% | TTM Yield 1.5% | 3yr Sharpe 0.60 | YTD Return -1.8% | 3yr Return 43.1% | 1yr Return 15.7% | Total Assets $207M | 6M Money Flow $35M | |
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 0.15% | TTM Yield 6.4% | 3yr Sharpe 0.59 | YTD Return 1.7% | 3yr Return 16.9% | 1yr Return 7.1% | Total Assets $816M | 6M Money Flow $233M | |
Expense Ratio 0.98% | TTM Yield 0.2% | 3yr Sharpe 0.59 | YTD Return 1.5% | 3yr Return 58.5% | 1yr Return 13.2% | Total Assets $644M | 6M Money Flow $56M | |
Expense Ratio 0.71% Expense Ratio 1.23% Expense Ratio 0.59% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.04% | TTM Yield 0.4% | 3yr Sharpe 0.59 | YTD Return -7.3% | 3yr Return 56.3% | 1yr Return 16.3% | Total Assets $31B | 6M Money Flow $4B | |
Expense Ratio 0.70% | TTM Yield 0.8% | 3yr Sharpe 0.58 | YTD Return -7.7% | 3yr Return 64.3% | 1yr Return 21.1% | Total Assets $1B | 6M Money Flow $251M | |
Expense Ratio 0.16% | TTM Yield 0.9% | 3yr Sharpe 0.58 | YTD Return -4.1% | 3yr Return 49.8% | 1yr Return 16.7% | Total Assets $428M | 6M Money Flow $121M | |
Expense Ratio 0.73% | TTM Yield 2.1% | 3yr Sharpe 0.58 | YTD Return 4.5% | 3yr Return 46.2% | 1yr Return 25.9% | Total Assets $2B | 6M Money Flow $820M | |
Expense Ratio 0.45% | TTM Yield 0.4% | 3yr Sharpe 0.57 | YTD Return -2.1% | 3yr Return 52.1% | 1yr Return 12.9% | Total Assets $306M | 6M Money Flow -$3M | |
Expense Ratio 0.54% | TTM Yield 1.4% | 3yr Sharpe 0.57 | YTD Return -0.7% | 3yr Return 45.2% | 1yr Return 12.7% | Total Assets $11B | 6M Money Flow -$872M | |
Expense Ratio 0.46% | ||||||||
Expense Ratio 0.59% | TTM Yield 0.1% | 3yr Sharpe 0.56 | YTD Return -2.0% | 3yr Return 52.2% | 1yr Return 12.8% | Total Assets $209M | 6M Money Flow $55M | |
Expense Ratio 0.87% | TTM Yield 2.5% | 3yr Sharpe 0.56 | YTD Return 17.4% | 3yr Return 46.7% | 1yr Return 18.2% | Total Assets $2B | 6M Money Flow $378M | |
Expense Ratio 0.78% Expense Ratio 0.91% Expense Ratio 1.17% Expense Ratio 1.42% Expense Ratio 1.92% | ||||||||
Expense Ratio 0.18% | TTM Yield 0.5% | 3yr Sharpe 0.56 | YTD Return -8.1% | 3yr Return 53.4% | 1yr Return 15.4% | Total Assets $3B | 6M Money Flow $302M | |
Expense Ratio 0.01% | TTM Yield 0.8% | 3yr Sharpe 0.55 | YTD Return -11.2% | 3yr Return 61.8% | 1yr Return 12.1% | Total Assets $12B | 6M Money Flow $493M | |
Expense Ratio 0.47% | TTM Yield 0.2% | 3yr Sharpe 0.55 | YTD Return -2.2% | 3yr Return 50.8% | 1yr Return 12.6% | Total Assets $34B | 6M Money Flow -$1B | |
Expense Ratio 0.35% | ||||||||
Expense Ratio 0.59% | TTM Yield 0.8% | 3yr Sharpe 0.55 | YTD Return -9.2% | 3yr Return 61.1% | 1yr Return 14.7% | Total Assets $3B | 6M Money Flow -$25M | |
Expense Ratio 0.67% | TTM Yield 0.0% | 3yr Sharpe 0.55 | YTD Return -7.0% | 3yr Return 49.1% | 1yr Return 9.6% | Total Assets $11B | 6M Money Flow $145M | |
Expense Ratio 0.55% Expense Ratio 0.92% Expense Ratio 1.17% Expense Ratio 1.67% | ||||||||
Expense Ratio 0.01% | TTM Yield 0.5% | 3yr Sharpe 0.54 | YTD Return -8.8% | 3yr Return 60.2% | 1yr Return 16.1% | Total Assets $866M | 6M Money Flow -$41M | |
Expense Ratio 0.66% | TTM Yield 0.0% | 3yr Sharpe 0.54 | YTD Return -7.0% | 3yr Return 49.2% | 1yr Return 9.5% | Total Assets $6B | 6M Money Flow -$214M | |
Expense Ratio 0.58% | ||||||||
Expense Ratio 0.45% | TTM Yield 0.7% | 3yr Sharpe 0.53 | YTD Return -10.7% | 3yr Return 58.8% | 1yr Return 12.1% | Total Assets $15B | 6M Money Flow -$692M | |
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 | |