The Best Actively Managed Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of 2 Actively Managed mutual funds.
Click on any fund in the list to see complete information, including risk and performance analysis.
Year-to-Date Return
< 0.0%
—
> 10.0%
10-Year Annualized Return
< 0.0%
—
> 10.0%
Sharpe Ratio
< 0.0
—
> 0.1
Omega ratio
< 0.0
—
> 0.1
Sortino ratio
< 0.0
—
> 0.1
Calmar ratio
< 0.0
—
> 0.1
Ulcer Index
< 0.0%
—
> 10.0%
10Y Volatility
< 0.0%
—
> 10.0%
Maximum Drawdown
< 0.0%
—
> 10.0%
Dividend Yield
< 0.0%
—
> 10.0%
| Symbol | Full name | Category | Inception | Expense Ratio | YTD Ret. | 10Y Ann. Ret. | Div. Yield | Max. Drawdown | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMECX | American Funds The Income Fund of America Class A | Diversified Portfolio, Dividend, Actively Managed | Dec 1, 1973 | 0.56% | 3.3% | 6.3% | 7.0% | -44.5% | 0.2 | ||||
| PSLDX | PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | Aug 31, 2007 | 0.61% | 16.4% | 12.7% | 2.5% | -79.6% | 0.0 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years