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 0.02% | 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 0.31% | 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 0.63% | 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 0.02% | 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 0.00% | 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 0.24% | TTM Yield 1.2% | 3yr Sharpe 0.52 | YTD Return -5.2% | 3yr Return 43.4% | 1yr Return 11.5% | Total Assets $74B | 6M Money Flow $103M | |
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 0.47% | 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 0.39% | 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 0.03% | 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 0.04% | 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 0.77% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -2.6% | 3yr Return 27.2% | 1yr Return 9.0% | Total Assets $54B | 6M Money Flow -$2B | |
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 0.47% | TTM Yield 1.9% | 3yr Sharpe 0.34 | YTD Return -2.5% | 3yr Return 28.3% | 1yr Return 9.3% | Total Assets $51B | 6M Money Flow -$2B | |
Expense Ratio 0.40% Expense Ratio 0.52% Expense Ratio 1.02% Expense Ratio 0.39% Expense Ratio 1.52% | ||||||||
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 0.33% | TTM Yield 4.5% | 3yr Sharpe -0.30 | YTD Return 3.0% | 3yr Return 6.6% | 1yr Return 7.9% | Total Assets $40B | 6M Money Flow -$4B | |
Expense Ratio 0.44% | TTM Yield 4.5% | 3yr Sharpe -0.26 | YTD Return 2.7% | 3yr Return 8.0% | 1yr Return 7.6% | Total Assets $39B | 6M Money Flow -$735M | |
Expense Ratio 0.36% Expense Ratio 0.49% Expense Ratio 0.74% Expense Ratio 0.74% Expense Ratio 1.51% | ||||||||
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 0.04% | TTM Yield 0.5% | 3yr Sharpe 0.09 | YTD Return -9.1% | 3yr Return 20.9% | 1yr Return 5.9% | Total Assets $36B | 6M Money Flow -$2B | |
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 0.40% | 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% | ||||||||
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 0.04% | 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 0.56% | TTM Yield 2.2% | 3yr Sharpe 0.19 | YTD Return 1.9% | 3yr Return 21.4% | 1yr Return 9.5% | Total Assets $30B | 6M Money Flow -$3B | |
Expense Ratio 0.36% Expense Ratio 0.65% | ||||||||
Expense Ratio 0.48% | TTM Yield 1.9% | 3yr Sharpe 0.36 | YTD Return -4.0% | 3yr Return 28.9% | 1yr Return 8.5% | Total Assets $30B | 6M Money Flow -$1B | |
Expense Ratio 0.40% | ||||||||
Expense Ratio 0.63% | TTM Yield 1.6% | 3yr Sharpe 0.33 | YTD Return 1.3% | 3yr Return 30.0% | 1yr Return 10.6% | Total Assets $28B | 6M Money Flow -$2B | |
Expense Ratio 0.45% Expense Ratio 0.73% | ||||||||
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 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 0.60% | TTM Yield 1.9% | 3yr Sharpe 0.27 | YTD Return 1.7% | 3yr Return 25.6% | 1yr Return 10.0% | Total Assets $27B | 6M Money Flow -$1B | |
Expense Ratio 0.40% Expense Ratio 0.69% | ||||||||
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 0.00% | 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 0.08% | TTM Yield 2.1% | 3yr Sharpe 0.32 | YTD Return 0.9% | 3yr Return 28.8% | 1yr Return 11.6% | Total Assets $24B | 6M Money Flow $515M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.1% | 3yr Sharpe 0.31 | YTD Return 0.9% | 3yr Return 28.6% | 1yr Return 11.6% | Total Assets $24B | 6M Money Flow $517M | |
Expense Ratio 0.03% | TTM Yield 1.2% | 3yr Sharpe -0.05 | YTD Return -11.0% | 3yr Return 11.3% | 1yr Return 1.3% | Total Assets $24B | 6M Money Flow -$652M | |
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 0.08% | TTM Yield 2.3% | 3yr Sharpe 0.26 | YTD Return 1.2% | 3yr Return 24.7% | 1yr Return 10.8% | Total Assets $23B | 6M Money Flow $535M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.2% | 3yr Sharpe 0.26 | YTD Return 1.2% | 3yr Return 24.6% | 1yr Return 10.8% | Total Assets $23B | 6M Money Flow $536M | |
Expense Ratio 0.16% | TTM Yield 2.3% | 3yr Sharpe 0.35 | YTD Return 10.4% | 3yr Return 32.5% | 1yr Return 12.7% | Total Assets $23B | 6M Money Flow -$1B | |
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 0.49% | 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 0.08% | TTM Yield 2.4% | 3yr Sharpe 0.19 | YTD Return 1.5% | 3yr Return 20.9% | 1yr Return 10.2% | Total Assets $22B | 6M Money Flow -$4M | |
Expense Ratio 0.05% Expense Ratio 0.12% | ||||||||
Expense Ratio 0.04% | TTM Yield 2.3% | 3yr Sharpe 0.18 | YTD Return 1.4% | 3yr Return 20.7% | 1yr Return 10.1% | Total Assets $22B | 6M Money Flow $86K | |