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 0.07% | TTM Yield 36.9% | 3yr Sharpe -0.28 | YTD Return 0.4% | 3yr Return -3.6% | 1yr Return 15.4% | Total Assets $171M | 6M Money Flow $83M | |
Expense Ratio 0.27% | TTM Yield 8.2% | 3yr Sharpe - | YTD Return -4.6% | 3yr Return - | 1yr Return 10.9% | Total Assets $12M | 6M Money Flow $6M | |
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 0.56% | TTM Yield 6.8% | 3yr Sharpe 0.24 | YTD Return 0.7% | 3yr Return 20.0% | 1yr Return 8.4% | Total Assets $45M | 6M Money Flow $12M | |
Expense Ratio 0.35% | TTM Yield 6.7% | 3yr Sharpe 0.17 | YTD Return 0.9% | 3yr Return 18.2% | 1yr Return 7.4% | Total Assets $364M | 6M Money Flow $5M | |
Expense Ratio 0.71% | TTM Yield 6.6% | 3yr Sharpe 0.20 | YTD Return 0.7% | 3yr Return 17.5% | 1yr Return 7.1% | Total Assets $292M | 6M Money Flow $42M | |
Expense Ratio 0.66% Expense Ratio 1.00% Expense Ratio 0.73% Expense Ratio 1.75% Expense Ratio 1.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 6.4% | 3yr Sharpe 0.23 | YTD Return 7.4% | 3yr Return 21.3% | 1yr Return 9.1% | Total Assets $434M | 6M Money Flow -$10M | |
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 0.18% | TTM Yield 6.3% | 3yr Sharpe 0.19 | YTD Return 0.9% | 3yr Return 18.5% | 1yr Return 8.4% | Total Assets $2B | 6M Money Flow $347M | |
Expense Ratio 0.67% | TTM Yield 6.3% | 3yr Sharpe 0.15 | YTD Return 1.0% | 3yr Return 18.0% | 1yr Return 9.1% | Total Assets $2B | 6M Money Flow $589M | |
Expense Ratio 1.46% | TTM Yield 6.3% | 3yr Sharpe - | YTD Return 4.4% | 3yr Return - | 1yr Return 12.5% | Total Assets $443M | 6M Money Flow $176M | |
Expense Ratio 0.88% | TTM Yield 6.3% | 3yr Sharpe 0.11 | YTD Return 0.8% | 3yr Return 16.8% | 1yr Return 8.8% | Total Assets $3B | 6M Money Flow $59M | |
Expense Ratio 0.82% Expense Ratio 1.17% Expense Ratio 0.92% Expense Ratio 1.17% Expense Ratio 1.92% | ||||||||
Expense Ratio 0.87% | TTM Yield 5.7% | 3yr Sharpe 0.20 | YTD Return 4.6% | 3yr Return 26.5% | 1yr Return 16.4% | Total Assets $702M | 6M Money Flow -$3M | |
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 0.60% | TTM Yield 5.1% | 3yr Sharpe 0.03 | YTD Return -0.6% | 3yr Return 14.8% | 1yr Return 5.1% | Total Assets $55M | 6M Money Flow $733K | |
Expense Ratio 0.20% | TTM Yield 5.1% | 3yr Sharpe 0.36 | YTD Return 1.6% | 3yr Return 14.8% | 1yr Return 5.5% | Total Assets $8B | 6M Money Flow -$235M | |
Expense Ratio 0.19% | TTM Yield 5.0% | 3yr Sharpe 0.31 | YTD Return 15.6% | 3yr Return 30.5% | 1yr Return 15.1% | Total Assets $118M | 6M Money Flow $9M | |
Expense Ratio 0.97% | TTM Yield 5.0% | 3yr Sharpe 0.27 | YTD Return -0.4% | 3yr Return 21.5% | 1yr Return 7.4% | Total Assets $13B | 6M Money Flow -$206M | |
Expense Ratio 0.31% | TTM Yield 5.0% | 3yr Sharpe - | YTD Return 3.0% | 3yr Return - | 1yr Return 8.3% | Total Assets $1B | 6M Money Flow -$348M | |
Expense Ratio 0.75% | TTM Yield 5.0% | 3yr Sharpe 0.09 | YTD Return 1.5% | 3yr Return 16.1% | 1yr Return 7.3% | Total Assets $189M | 6M Money Flow -$12M | |
Expense Ratio 0.96% | TTM Yield 5.0% | 3yr Sharpe 0.25 | YTD Return -0.3% | 3yr Return 21.0% | 1yr Return 7.2% | Total Assets $2B | 6M Money Flow -$70M | |
Expense Ratio 1.21% Expense Ratio 0.86% Expense Ratio 1.20% Expense Ratio 1.96% | ||||||||
Expense Ratio 0.20% | TTM Yield 4.9% | 3yr Sharpe - | YTD Return 1.6% | 3yr Return - | 1yr Return 5.5% | Total Assets $374M | 6M Money Flow -$10M | |
Expense Ratio 0.70% | TTM Yield 4.9% | 3yr Sharpe 0.16 | YTD Return 1.4% | 3yr Return 19.2% | 1yr Return 7.2% | Total Assets $4B | 6M Money Flow -$235M | |
Expense Ratio 0.76% Expense Ratio 0.80% Expense Ratio 1.05% Expense Ratio 1.05% Expense Ratio 1.80% | ||||||||
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 0.39% | 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 0.19% | TTM Yield 4.8% | 3yr Sharpe 0.09 | YTD Return 1.7% | 3yr Return 14.2% | 1yr Return 5.8% | Total Assets $4B | 6M Money Flow -$977M | |
Expense Ratio 0.01% | TTM Yield 4.8% | 3yr Sharpe -0.03 | YTD Return -14.5% | 3yr Return 12.3% | 1yr Return -5.5% | Total Assets $4M | 6M Money Flow -$404M | |
Expense Ratio 0.20% | TTM Yield 4.8% | 3yr Sharpe 0.09 | YTD Return 1.5% | 3yr Return 14.2% | 1yr Return 5.5% | Total Assets $5M | 6M Money Flow $1M | |
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 0.70% | 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 0.00% | TTM Yield 4.8% | 3yr Sharpe -0.11 | YTD Return 1.4% | 3yr Return 13.8% | 1yr Return 5.1% | Total Assets $2B | 6M Money Flow $103M | |
Expense Ratio 0.57% | TTM Yield 4.8% | 3yr Sharpe -0.12 | YTD Return 2.2% | 3yr Return 10.4% | 1yr Return 11.2% | Total Assets $5B | 6M Money Flow $8M | |
Expense Ratio 0.70% Expense Ratio 0.67% Expense Ratio 0.96% Expense Ratio 0.96% Expense Ratio 1.71% | ||||||||
Expense Ratio 0.55% | TTM Yield 4.7% | 3yr Sharpe - | YTD Return 2.6% | 3yr Return - | 1yr Return 6.7% | Total Assets $27M | 6M Money Flow -$6M | |
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe -0.20 | YTD Return 2.5% | 3yr Return 9.2% | 1yr Return 10.1% | Total Assets $121M | 6M Money Flow -$7K | |
Expense Ratio 0.30% | TTM Yield 4.7% | 3yr Sharpe -0.26 | YTD Return 2.7% | 3yr Return 7.8% | 1yr Return 7.6% | Total Assets $7B | 6M Money Flow $435M | |
Expense Ratio 0.29% | TTM Yield 4.6% | 3yr Sharpe -0.23 | YTD Return 2.6% | 3yr Return 8.5% | 1yr Return 7.7% | Total Assets $20B | 6M Money Flow -$61M | |
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 0.00% | TTM Yield 4.6% | 3yr Sharpe -0.14 | YTD Return 2.1% | 3yr Return 9.9% | 1yr Return 7.6% | Total Assets $757M | 6M Money Flow $121M | |
Expense Ratio 0.00% | TTM Yield 4.6% | 3yr Sharpe - | YTD Return 3.2% | 3yr Return - | 1yr Return 7.7% | Total Assets $10M | 6M Money Flow $1M | |
Expense Ratio 0.26% | TTM Yield 4.6% | 3yr Sharpe -0.01 | YTD Return 1.9% | 3yr Return 13.5% | 1yr Return 8.2% | Total Assets $2B | 6M Money Flow -$266M | |
Expense Ratio 0.00% | TTM Yield 4.5% | 3yr Sharpe -0.27 | YTD Return 3.2% | 3yr Return 6.8% | 1yr Return 8.5% | Total Assets $733M | 6M Money Flow $109M | |
Expense Ratio 0.70% | TTM Yield 4.5% | 3yr Sharpe -0.33 | YTD Return 2.6% | 3yr Return 6.2% | 1yr Return 6.7% | Total Assets $51M | 6M Money Flow -$7M | |
Expense Ratio 0.61% Expense Ratio 0.95% Expense Ratio 0.70% Expense Ratio 0.95% Expense Ratio 1.70% | ||||||||