Fisher Investments
Statistics as of May 01, 2025
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Found total of 8 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 0.75% | TTM Yield 0.2% | 3yr Sharpe -0.26 | YTD Return -15.8% | 3yr Return -3.1% | 1yr Return -10.1% | Total Assets $181K | 6M Money Flow $2 | |
Expense Ratio 0.47% | TTM Yield 0.9% | 3yr Sharpe 0.48 | YTD Return -8.2% | 3yr Return 49.8% | 1yr Return 8.9% | Total Assets $281K | 6M Money Flow $67 | |
Expense Ratio 0.00% | TTM Yield 1.6% | 3yr Sharpe 0.54 | YTD Return -3.0% | 3yr Return 49.9% | 1yr Return 8.6% | Total Assets $284K | 6M Money Flow -$51 | |
Expense Ratio 0.68% | TTM Yield 1.6% | 3yr Sharpe 0.20 | YTD Return 8.7% | 3yr Return 27.2% | 1yr Return 6.7% | Total Assets $212K | 6M Money Flow -$8 | |
Expense Ratio 0.00% | TTM Yield 1.7% | 3yr Sharpe 0.55 | YTD Return -2.7% | 3yr Return 49.8% | 1yr Return 6.9% | Total Assets $285K | 6M Money Flow $82 | |
Expense Ratio 0.03% | TTM Yield 3.4% | 3yr Sharpe -0.29 | YTD Return 3.3% | 3yr Return 6.6% | 1yr Return 7.3% | Total Assets $3M | 6M Money Flow $2K | |
Expense Ratio 0.02% | TTM Yield 3.4% | 3yr Sharpe -0.26 | YTD Return 3.4% | 3yr Return 7.4% | 1yr Return 7.4% | Total Assets $3M | 6M Money Flow $785 | |
Expense Ratio 1.09% | TTM Yield 4.1% | 3yr Sharpe -2.53 | YTD Return 1.1% | 3yr Return 10.4% | 1yr Return 3.8% | Total Assets $27K | 6M Money Flow -$19 | |