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 0.65% | 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 0.95% | 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 0.63% | 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 0.70% | 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 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 0.70% | 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 0.65% | 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 0.01% | 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 0.73% | 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 0.59% | 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 0.01% | 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 0.69% | 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 0.59% | 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 0.45% | 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 0.98% | 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 0.93% | TTM Yield 0.0% | 3yr Sharpe 0.47 | YTD Return -11.7% | 3yr Return 58.5% | 1yr Return 12.0% | Total Assets $6B | 6M Money Flow -$8M | |
Expense Ratio 0.68% Expense Ratio 0.56% Expense Ratio 1.18% Expense Ratio 1.68% | ||||||||
Expense Ratio 0.64% | TTM Yield 0.0% | 3yr Sharpe 0.46 | YTD Return -11.9% | 3yr Return 58.2% | 1yr Return 12.2% | Total Assets $14B | 6M Money Flow -$698M | |
Expense Ratio 0.39% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -11.4% | 3yr Return 58.1% | 1yr Return 11.3% | Total Assets $64B | 6M Money Flow -$61M | |
Expense Ratio 0.76% Expense Ratio 0.51% Expense Ratio 1.01% Expense Ratio 1.51% | ||||||||
Expense Ratio 0.47% | TTM Yield 0.3% | 3yr Sharpe 0.51 | YTD Return -11.4% | 3yr Return 58.1% | 1yr Return 11.3% | Total Assets $64B | 6M Money Flow -$22M | |
Expense Ratio 0.40% | ||||||||
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 0.45% | 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 0.38% | 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 0.08% | TTM Yield 0.5% | 3yr Sharpe 0.49 | YTD Return -9.8% | 3yr Return 56.8% | 1yr Return 15.1% | Total Assets $12B | 6M Money Flow $267M | |
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 0.00% | 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 0.76% | 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 0.04% | 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 0.49% | TTM Yield 0.0% | 3yr Sharpe 0.50 | YTD Return -8.7% | 3yr Return 56.1% | 1yr Return 15.8% | Total Assets $22B | 6M Money Flow $25M | |
Expense Ratio 0.74% Expense Ratio 0.37% Expense Ratio 0.99% Expense Ratio 1.49% | ||||||||
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 0.38% | TTM Yield 0.1% | 3yr Sharpe 0.48 | YTD Return -9.5% | 3yr Return 54.2% | 1yr Return 8.6% | Total Assets $368M | 6M Money Flow $49M | |
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 0.7% | 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 0.82% | 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 0.79% | 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 0.59% | 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 0.45% | 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 0.66% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -10.0% | 3yr Return 51.7% | 1yr Return 11.6% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 1.03% Expense Ratio 1.28% Expense Ratio 1.78% Expense Ratio 0.78% | ||||||||
Expense Ratio 0.73% | TTM Yield 0.0% | 3yr Sharpe 0.51 | YTD Return -10.0% | 3yr Return 51.6% | 1yr Return 11.6% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 0.66% | ||||||||
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 0.40% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -2.2% | 3yr Return 50.8% | 1yr Return 12.7% | Total Assets $34B | 6M Money Flow -$1B | |
Expense Ratio 0.76% Expense Ratio 1.01% Expense Ratio 1.51% Expense Ratio 0.51% | ||||||||