Yahoo! Finance
ycharts.com › separate_accounts › S:0P00003HL3
Fisher Global Total Return Performance & Stats
2022 · 2023 · 2024 · 2025 * Fisher Global Total Return · -10.98% 31.58% 26.10% 23.31% -25.56% 35.29% 23.08% 20.07% S&P 500 Total Return · -4.38% 31.49% 18.40% 28.71% -18.11% 26.29% 25.02% 17.81% Invesco Large Cap Core SMA · -- 0.00% 14.63% ...
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
cash equivalent returns are allocated to the equity sub-sector returns to create equity sub-sector plus cash returns. The methodology allocates 100% of the long only portion of cash to the equity sub-sector. Prior to September 2022 Fisher Investments Institutional Group used actual fees to calculate
Videos
04:44
Fisher Investments’ Founder, Ken Fisher, Gives an Update on the ...
07:12
Fisher Investments’ Founder, Ken Fisher, Compares Market Parallels ...
06:12
Ken Fisher Provides His 2022 Stock Market Forecast - YouTube
10:57
Ken Fisher Talks Short-Term Market Swings, Natural Disasters, US ...
06:42
Do You Need Gold in Your Portfolio? - YouTube
05:52
Fisher Investments - The Near-Perfect Recession Indicator
What is Fisher Asset Management LLC’s average return since the fund’s last 13F filing?
Fisher Asset Management LLC’s average return since the fund’s last 13F filing is 2.01%.
tipranks.com
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
What was Fisher Asset Management LLC’s average return in the last 3 years?
Fisher Asset Management LLC’s average return in the last 3 years was -8.37%.
tipranks.com
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
What was Fisher Asset Management LLC’s average return in the last 12 months?
Fisher Asset Management LLC’s average return in the last 12 months was 16.46%.
tipranks.com
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
O'Reilly
oreilly.com › library › view › the-only-three › 9780470292679 › apk.html
K. Fisher Investments Global Total Return Performance - The Only Three Questions That Count: Investing by Knowing What Others Don't [Book]
October 20, 2008 - Composite returns presented in the preceding table are calculated on a fiscal year basis ending June 30 for illustrative purposes. Annualized returns are presented from 1/1/95 through 6/30/06. Fisher Investments (FI) is an investment adviser ...
Authors Kenneth L. FisherJennifer Chou…
Published 2008
Pages 480
Yahoo! Finance
finance.yahoo.com › quote › QDISX › performance
FI Instl Group Stock for Ret Plns (QDISX) Performance History - Yahoo Finance
Current and Historical Performance Performance for FI Instl Group Stock for Ret Plns on Yahoo Finance.
Seeking Alpha
seekingalpha.com › home › latest articles
Tracking Ken Fisher’s Fisher Asset Management Portfolio – Q4 2022 Update | Seeking Alpha
February 6, 2023 - Fisher’s 13F portfolio value increased from ~$133B to ~$148B in Q4 2022. Click here to read a full update of the portfolio.
Financial Times
markets.ft.com › data › funds › tearsheet › performance
FI Institutional Group Stock Fund for Retirement Plans, QDISX performance - FT.com
Each bar is an observation period (the fund's return over the past 3M, at month's end). ... Explore the time value of money, the impact of regular contributions, and the power of saving over longer timeframes ... The performance data shown in tables and graphs on this page is calculated in USD of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date.
Reuters
reuters.com › plus › fisher-investments-is-the-past-prologue
Is the Past Prologue? Fisher Investments Reviews Market History
Monthly returns have an ever-so-slightly positive correlation of 0.077—still insignificant—with returns after positive months up 64.5% of the time and down 35.5%.[iv] After down months, returns were positive 60.57% of the time and down 39.3%. ...
TipRanks
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
November 18, 2025 - Fisher Asset Management LLC’s average return in the last 12 months was 16.46%.
Reuters
reuters.com › plus › fisher-investments-patient-investing-matters-more
Fisher Investments: How Long You Invest Matters More Than When You Buy
Many occur during the early recovery from bear markets and corrections—early bounces that compound greatly as the new bull market unfolds. As Exhibit 1 shows, the more of these days you miss, the more it can hurt. While extreme, Fisher Investments thinks it shows the danger of locking in downside and missing upside returns. ... Source: FactSet, as of 6/7/2022.
Hedge Fund Alpha
hedgefundalpha.com › home › stocks analysis › ken fisher portfolio revealed: his top stock holdings
Ken Fisher Portfolio Revealed: His Top Stock Holdings
March 25, 2024 - Take A Look At Fisher Investments’ Founder, Ken Fisher, Provides Investing Tips for New Investors: The average return for Fisher Investments since the last 13F filing is 6.34%.
Seeking Alpha
seekingalpha.com › home › latest articles
Tracking Ken Fisher’s Fisher Asset Management Portfolio - Q3 2022 Update | Seeking Alpha
November 10, 2022 - Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. Read more to see Fisher Asset Management's holdings and trades for Q3 2022.
MagnifyMoney
magnifymoney.com › home › fisher investments review
Fisher Investments Review 2022 - MagnifyMoney
September 25, 2023 - Fisher Investments is a discretionary investment firm that uses an active management style. Rather than selling broad portfolios that try to match an index like an S&P 500, the firm’s analysts closely study the market for opportunities to earn a higher return versus its benchmarks.
Queen's University
queensu.ca › investmentservices › sites › iswww › files › uploaded_files › Reports › ESG 2025 › Fisher › Public Full Transparency Report - Fisher Investments.pdf pdf
PUBLIC TRANSPARENCY REPORT 2023 Fisher Investments Generated ...
Q3 2022, this engagement initiative had a 22% overall success rate. For companies where FI was the leading investor, there success rate was 25%.
Trustnet
www2.trustnet.com › managers › factsheet › ken-fisher › ima-utoeic › O › MC1222897
Ken Fisher | Fund manager factsheet | Fisher Investments Institution | Trustnet
Ken Fisher founded Fisher Investments in 1979, which is now a $236-plus billion investment adviser and money management firm serving large institutions, high net worth individuals and small business retirement plans globally. He was CEO for 37 years and now serves as Executive Chairman and ...
Reuters
reuters.com › plus › fisher-investments-review-potential-benefits-investing-when-things-look-bleak
Fisher Investments Reviews the Potential Benefits of Investing When Things Look Bleak
Prior to 2022, Fisher Investments’ ... about 21 months on average.[i] The recoveries were usually sharp, as stocks bounced an average of 49% in the 12 months following ......
Yahoo! Finance
ycharts.com › separate_accounts › S:0P00016RYU › total_return_forward_adjusted_price
Fisher Global Total Return Focused Performance & Stats
2022 · 2023 · 2024 · YTD · Fisher Global Total Return Focused · -8.86% 30.33% 35.72% 25.75% -28.07% 38.01% 22.90% 15.84% S&P 500 Total Return · -4.38% 31.49% 18.40% 28.71% -18.11% 26.29% 25.02% 17.81% T. Rowe Price US Tax-Eff Lrg-Cap Core ...
Insider Monkey
insidermonkey.com › hedge-fund › fisher+asset+management › 11
Ken Fisher - Fisher Asset Management - 2026 13F Holdings, Performance, and AUM - Insider Monkey
It generated a a weighted average return of 5.8% in Q3 and 7.6% during the first 9 months of 2018, which is higher than the S&P 500’s gain of 2.7%. For 2017, Fisher Asset Management’s estimated returns amounted to 24.3%, above the Index’s gain of 21.7%. In the same fashion, Ken Fisher's ...
Reddit
reddit.com › r/investing › anyone using fisher investments and feel like it's worth it?
r/investing on Reddit: Anyone using Fisher Investments and feel like it's worth it?
August 16, 2024 -
I've (52M) been talking with a Fisher rep for awhile, I've been through the analysis process, and they make a fairly compelling case that, net fees, they could improve my returns 4 to 5%.
I'm skeptical, but I'm also a "set it and forget" it investor, about 10% bonds, 50% VOO, 10% VTI/small cap, and the rest in target date funds.
My portfolio is a little unbalanced and spread over a bunch of accounts I've accumulated over the years. Overweight in some areas, underweight in others. I could consolidate and balance, but I hate to think I'm leaving money on the table with a mostly hands off approach. Hoping to semi-retire in 10 years.
Anyone using Fisher, or other similar firm, and feel it's worth the fees?
EDIT: Fisher fee is 1.25. Most of my ETFs are .03 to .1
Top answer 1 of 93
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You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it.
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So Fisher can beat the S&P 500 by 4-5% after fees? No way!
The Globe and Mail
theglobeandmail.com › investor sponsor content › investment lessons of 2022: a dour year in markets, according to fisher investments canada
Investment lessons of 2022: A dour year in markets, according to Fisher Investments Canada - The Globe and Mail
April 4, 2023 - Gold values did in fact rise in early 2022, but quickly peaked on March 8 and dropped 10.8 per cent through year-end – exceeding global equities’ 5.6-per-cent drop over the same time period.² · At Fisher Investments Canada, we believe ...
HedgeFollow
hedgefollow.com › hedge funds › fisher asset management › fisher asset management fund performance
Fisher Asset Management Fund Performance History & Annualized Return
Historical performance of Fisher Asset Management, showing the return on investment of the portfolio managed by Ken Fisher and comparing it to other hedge funds.