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 0.31% | TTM Yield 1.2% | 3yr Sharpe 0.50 | YTD Return -4.4% | 3yr Return 41.5% | 1yr Return 10.4% | Total Assets $148B | 6M Money Flow $16B | |
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 0.36% | TTM Yield 2.3% | 3yr Sharpe 0.03 | YTD Return 3.5% | 3yr Return 15.5% | 1yr Return 8.0% | Total Assets $24B | 6M Money Flow $5B | |
Expense Ratio 0.15% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 5.2% | 3yr Return - | 1yr Return - | Total Assets $5B | 6M Money Flow $4B | |
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 0.13% | 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 0.36% | TTM Yield 4.6% | 3yr Sharpe -0.26 | YTD Return 2.8% | 3yr Return 7.8% | 1yr Return 7.8% | Total Assets $18B | 6M Money Flow $3B | |
Expense Ratio 0.36% | TTM Yield 3.1% | 3yr Sharpe -0.29 | YTD Return 3.3% | 3yr Return 6.3% | 1yr Return 8.8% | Total Assets $4B | 6M Money Flow $3B | |
Expense Ratio 0.03% | TTM Yield 1.2% | 3yr Sharpe 0.15 | YTD Return -4.4% | 3yr Return 22.9% | 1yr Return 7.5% | Total Assets $38B | 6M Money Flow $3B | |
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 0.11% | 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 0.02% | TTM Yield 1.4% | 3yr Sharpe 0.50 | YTD Return -4.3% | 3yr Return 41.9% | 1yr Return 13.2% | Total Assets $14B | 6M Money Flow $2B | |
Expense Ratio 0.05% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 4.0% | 3yr Return - | 1yr Return - | Total Assets $12B | 6M Money Flow $2B | |
Expense Ratio 0.17% | TTM Yield 4.3% | 3yr Sharpe -0.30 | YTD Return 2.8% | 3yr Return 6.7% | 1yr Return 7.7% | Total Assets $73B | 6M Money Flow $2B | |
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 0.59% | TTM Yield 0.1% | 3yr Sharpe 0.51 | YTD Return -11.4% | 3yr Return 59.6% | 1yr Return 11.1% | Total Assets $4B | 6M Money Flow $2B | |
Expense Ratio 0.22% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 9.9% | 3yr Return - | 1yr Return - | Total Assets $5B | 6M Money Flow $2B | |
Expense Ratio 0.04% | TTM Yield 1.6% | 3yr Sharpe 0.21 | YTD Return -1.2% | 3yr Return 24.4% | 1yr Return 8.5% | Total Assets $11B | 6M Money Flow $2B | |
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 0.25% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 3.4% | 3yr Return - | 1yr Return 69.6% | Total Assets $19B | 6M Money Flow $1B | |
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 0.04% | TTM Yield 2.9% | 3yr Sharpe 0.38 | YTD Return 11.9% | 3yr Return 35.1% | 1yr Return 13.4% | Total Assets $59B | 6M Money Flow $1B | |
Expense Ratio 0.02% | TTM Yield 1.1% | 3yr Sharpe 0.43 | YTD Return -4.9% | 3yr Return 38.9% | 1yr Return 12.2% | Total Assets $99B | 6M Money Flow $1B | |
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 0.39% | 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 0.00% | 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 0.16% | TTM Yield 3.1% | 3yr Sharpe 0.43 | YTD Return -2.6% | 3yr Return 37.6% | 1yr Return 13.2% | Total Assets $5B | 6M Money Flow $1B | |
Expense Ratio 0.01% | TTM Yield 2.7% | 3yr Sharpe 0.27 | YTD Return 9.2% | 3yr Return 27.4% | 1yr Return 12.6% | Total Assets $52B | 6M Money Flow $1B | |
Expense Ratio 0.56% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 2.0% | 3yr Return - | 1yr Return - | Total Assets $2B | 6M Money Flow $995M | |
Expense Ratio 0.16% | TTM Yield 1.4% | 3yr Sharpe 0.20 | YTD Return -6.3% | 3yr Return 25.3% | 1yr Return 5.9% | Total Assets $1B | 6M Money Flow $977M | |
Expense Ratio 0.28% | TTM Yield 1.5% | 3yr Sharpe 0.11 | YTD Return -10.4% | 3yr Return 22.1% | 1yr Return 4.0% | Total Assets $2B | 6M Money Flow $975M | |
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 0.25% | TTM Yield 4.9% | 3yr Sharpe 0.50 | YTD Return 1.4% | 3yr Return 14.8% | 1yr Return 5.1% | Total Assets $7B | 6M Money Flow $954M | |
Expense Ratio 0.20% Expense Ratio 0.25% Expense Ratio 0.45% | ||||||||
Expense Ratio 0.21% | TTM Yield 3.6% | 3yr Sharpe 0.19 | YTD Return 2.9% | 3yr Return 23.3% | 1yr Return 9.5% | Total Assets $7B | 6M Money Flow $933M | |
Expense Ratio 0.11% | TTM Yield 2.1% | 3yr Sharpe 0.20 | YTD Return -2.6% | 3yr Return 24.9% | 1yr Return 8.1% | Total Assets $5B | 6M Money Flow $857M | |
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 0.05% | TTM Yield 0.5% | 3yr Sharpe 0.36 | YTD Return -3.7% | 3yr Return 39.7% | 1yr Return 14.0% | Total Assets $2B | 6M Money Flow $839M | |
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 0.04% | TTM Yield 2.0% | 3yr Sharpe 0.33 | YTD Return 0.7% | 3yr Return 29.9% | 1yr Return 11.9% | Total Assets $15B | 6M Money Flow $817M | |
Expense Ratio 0.08% | TTM Yield 2.0% | 3yr Sharpe 0.33 | YTD Return 0.8% | 3yr Return 30.0% | 1yr Return 11.9% | Total Assets $15B | 6M Money Flow $787M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.0% | 3yr Sharpe 0.33 | YTD Return 0.8% | 3yr Return 29.9% | 1yr Return 11.8% | Total Assets $9B | 6M Money Flow $754M | |
Expense Ratio 0.08% | TTM Yield 2.0% | 3yr Sharpe 0.33 | YTD Return 0.8% | 3yr Return 30.1% | 1yr Return 11.9% | Total Assets $9B | 6M Money Flow $738M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||