HedgeFollow
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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.
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5
Fisher Investments - Asset Management Company | Morningstar
Portfolio management turnover has been minimal at the firm over the past five years. Stability on the personnel front boosts confidence in its staying power. Fisher Investments's risk-adjusted performance compares similarly to competitors.
Videos
08:14
Common Mistakes Investors Should Avoid - YouTube
10:57
Ken Fisher Talks Short-Term Market Swings, Natural Disasters, US ...
02:19
Fisher Investments Explains | Do Valuations Predict Returns? - YouTube
11:27
Fisher Investments - Is There an AI Bubble?
04:01
Fisher Investments Reviews Why Investors Should Invest Globally ...
04:25
What You Haven’t Been Told About Gold Investing - YouTube
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 6.26%.
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 -8.18%.
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 20.61%.
tipranks.com
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
Fisher Investments
fisherinvestments.com › home › personal wealth management › how we're different › performance
Investment Performance | Personal Wealth Management | Fisher Investments
Many methods exist for calculating ... returns. However, it can be difficult for advisers to show average results for a typical client since investors have different financial objectives, investment time horizons and comfort levels for risk. Of course, it’s easy for advisers to present their winners after the results are in. But, yesterday’s winners won’t necessarily be winners tomorrow. At Fisher Investments, ...
OPERS
opers.org › investments › Defined-Contribution › profiles › Fisher-Investments-US-Total-Return.pdf pdf
FISHER INVESTMENTS US TOTAL RETURN
commissions. Net returns are net of advisory fees and net of brokerage or other commissions. ... Fisher Investments Institutional Group claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and
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 registered with the Securities and Exchange Commission.
Authors Kenneth L. FisherJennifer Chou…
Published 2008
Pages 480
Yahoo! Finance
ycharts.com › separate_accounts › S:0P00016RYU › total_return_forward_adjusted_price
Fisher Global Total Return Focused Performance & Stats
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 · -3.90% 32.13% 21.09% 29.04% ...
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.
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.
TipRanks
tipranks.com › top financial experts › hedge funds › ken fisher
Ken Fisher | Fisher Asset Management LLC Profile - TipRanks.com
1 day ago - Fisher Asset Management LLC’s average return since the fund’s last 13F filing is 6.26%.
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!
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 ...
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%.
StockAnalysis
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
August 26, 2025 - In my opinion, if you're deciding whether or not to use Fisher Investments, the entire decision comes down to whether you have confidence in Fisher's IPC and want to use its models. More on this below. Note: The company does not publicly disclose its strategies' returns.
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5 › funds
Fisher Investments Funds List | Morningstar
View all of Fisher Investments’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar ...
Macroaxis
macroaxis.com › home › fund directory › fund profile › year to date return
Fisher Fixed Income Year To Date Return Analysis (NMFQS:QDIBX) | Macroaxis
July 3, 2025 - Based on the company's disclosures, Fisher Fixed Income has a Year To Date Return of 2.9138%. This is much higher than that of the Fisher Investments family and significantly higher than that of the Intermediate Core Bond category.
Fisher Investments
fisherinvestments.com › home › resource library › fisher investments faq
FAQ | Fisher Investments
What is Fisher Investments' approach to investing? We take an active, disciplined, global approach to managing money. We learn about your unique goals and needs to create a personalized portfolio for you. Your investment objectives and our market outlook help determine your asset allocation—your mix of stocks, bonds, cash or other securities.
Reuters
reuters.com › plus › fisher-investments-is-the-past-prologue
Is the Past Prologue? Fisher Investments Reviews Market History
Fisher Investments finds people tend to both extrapolate the recent past forward and presume the law of averages will take hold, pulling reality toward the long-term mean. Even though most financial literature stresses past performance doesn’t predict future returns, investors often presume ...
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 ...
Fisher Investments
fisherinvestments.com › home › resource library › tools and calculators › market and economic data
Market and Economic Data | General | Fisher Investments
Additionally, NYU Stern School of Business Professor Aswath Damodaran offers annual total returns (returns including dividends) since 1928. MSCI World: The MSCI World Index, part of the suite of developed market indexes, is a gauge measuring 23 developed world countries. For most global investors, measuring against “net” returns will be the most comparable—this means the returns factor in dividends reinvested after deduction of withholding tax, applying the maximum rate applicable to non-resident individuals who do not benefit from double taxation treaties.
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.