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 0.40% | TTM Yield 1.4% | 3yr Sharpe 0.04 | YTD Return -18.0% | 3yr Return 27.2% | 1yr Return 13.2% | Total Assets $146M | 6M Money Flow $72M | |
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 0.65% | 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 0.01% | 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 0.69% | TTM Yield 0.1% | 3yr Sharpe 0.15 | YTD Return -13.6% | 3yr Return 26.7% | 1yr Return 7.0% | Total Assets $448M | 6M Money Flow -$12M | |
Expense Ratio 0.98% | TTM Yield 0.0% | 3yr Sharpe 0.14 | YTD Return -13.6% | 3yr Return 25.5% | 1yr Return 6.9% | Total Assets $445M | 6M Money Flow -$4M | |
Expense Ratio 0.72% Expense Ratio 0.59% Expense Ratio 1.25% Expense Ratio 1.74% | ||||||||
Expense Ratio 0.61% | TTM Yield 0.4% | 3yr Sharpe 0.33 | YTD Return -13.5% | 3yr Return 36.5% | 1yr Return 1.0% | Total Assets $4B | 6M Money Flow -$89M | |
Expense Ratio 0.54% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -13.5% | 3yr Return 36.5% | 1yr Return 1.0% | Total Assets $4B | 6M Money Flow -$102M | |
Expense Ratio 0.91% Expense Ratio 1.66% Expense Ratio 1.16% Expense Ratio 0.66% | ||||||||
Expense Ratio 0.01% | TTM Yield 1.7% | 3yr Sharpe - | YTD Return -13.2% | 3yr Return - | 1yr Return -3.0% | Total Assets $1B | 6M Money Flow $288M | |
Expense Ratio 0.08% | TTM Yield 0.8% | 3yr Sharpe 0.13 | YTD Return -12.5% | 3yr Return 25.0% | 1yr Return 10.3% | Total Assets $2B | 6M Money Flow $11M | |
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 0.93% | 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 0.80% | TTM Yield 0.9% | 3yr Sharpe -0.02 | YTD Return -11.6% | 3yr Return 13.1% | 1yr Return -4.9% | Total Assets $2B | 6M Money Flow -$229M | |
Expense Ratio 0.84% Expense Ratio 1.09% Expense Ratio 1.34% Expense Ratio 0.72% Expense Ratio 1.84% | ||||||||
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 0.47% | 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 0.01% | 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 0.05% | TTM Yield 1.4% | 3yr Sharpe 0.04 | YTD Return -11.1% | 3yr Return 17.2% | 1yr Return 3.3% | Total Assets $764M | 6M Money Flow $96M | |
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 0.00% | TTM Yield 1.5% | 3yr Sharpe -0.05 | YTD Return -11.0% | 3yr Return 11.3% | 1yr Return 1.3% | Total Assets $451M | 6M Money Flow $73M | |
Expense Ratio 0.05% | TTM Yield 1.9% | 3yr Sharpe -0.14 | YTD Return -10.9% | 3yr Return 5.0% | 1yr Return -0.7% | Total Assets $1B | 6M Money Flow $142M | |
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 0.28% | 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 0.73% | 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 0.08% | 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 0.50% | TTM Yield 0.2% | 3yr Sharpe 0.49 | YTD Return -9.8% | 3yr Return 50.2% | 1yr Return 10.1% | Total Assets $2B | 6M Money Flow $57M | |
Expense Ratio 0.70% | TTM Yield 1.6% | 3yr Sharpe -0.05 | YTD Return -9.6% | 3yr Return 10.9% | 1yr Return -5.1% | Total Assets $438M | 6M Money Flow -$45M | |
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 0.38% | 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 0.59% | 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 0.04% | 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 1.28% | TTM Yield 1.9% | 3yr Sharpe 0.04 | YTD Return -9.0% | 3yr Return 16.9% | 1yr Return -0.3% | Total Assets $2B | 6M Money Flow -$87M | |
Expense Ratio 1.03% Expense Ratio 1.53% Expense Ratio 0.90% Expense Ratio 2.03% | ||||||||
Expense Ratio 0.97% | TTM Yield 0.7% | 3yr Sharpe -0.04 | YTD Return -9.0% | 3yr Return 11.6% | 1yr Return 0.9% | Total Assets $4B | 6M Money Flow -$286M | |
Expense Ratio 1.01% Expense Ratio 0.89% Expense Ratio 1.26% Expense Ratio 1.51% Expense Ratio 2.01% | ||||||||
Expense Ratio 0.90% | TTM Yield 1.1% | 3yr Sharpe 0.02 | YTD Return -8.9% | 3yr Return 15.5% | 1yr Return -2.2% | Total Assets $318M | 6M Money Flow -$31M | |
Expense Ratio 1.15% Expense Ratio 0.75% Expense Ratio 1.40% Expense Ratio 1.90% | ||||||||
Expense Ratio 0.81% | TTM Yield 1.4% | 3yr Sharpe 0.02 | YTD Return -8.8% | 3yr Return 15.7% | 1yr Return -2.1% | Total Assets $8B | 6M Money Flow -$794M | |
Expense Ratio 0.73% | ||||||||
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 0.49% | 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 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.01 | YTD Return -8.4% | 3yr Return 15.0% | 1yr Return 2.9% | Total Assets $2B | 6M Money Flow $29M | |
Expense Ratio 0.96% | TTM Yield 0.2% | 3yr Sharpe 0.10 | YTD Return -8.4% | 3yr Return 20.5% | 1yr Return 1.3% | Total Assets $1B | 6M Money Flow -$49M | |
Expense Ratio 0.71% Expense Ratio 1.21% Expense Ratio 0.58% Expense Ratio 1.71% | ||||||||
Expense Ratio 0.40% | TTM Yield 0.1% | 3yr Sharpe 0.25 | YTD Return -8.4% | 3yr Return 38.3% | 1yr Return 9.0% | Total Assets $82M | 6M Money Flow $7M | |
Expense Ratio 0.21% | TTM Yield 0.7% | 3yr Sharpe 0.45 | YTD Return -8.3% | 3yr Return 48.0% | 1yr Return 14.2% | Total Assets $7B | 6M Money Flow $303M | |