Mutual Fund Screener

Asset Class

Category

Issuer

Currency

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
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	Jan 5, 2004	2.20%	7.0%	4.2%	5.3%	-35.5%	0.4
AAINX	Thrivent Opportunity Income Plus Fund	Multisector Bonds	Jul 15, 1987	0.88%	5.8%	2.1%	4.7%	-15.7%	1.0
AALGX	Thrivent Global Stock Fund	Global Equities	Jul 15, 1987	0.97%	16.4%	4.8%	2.8%	-61.8%	1.1
AALTX	American Funds 2050 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	14.9%	8.4%	6.2%	-48.8%	0.9
AAMBX	Thrivent Municipal Bond Fund	Municipal Bonds	Dec 2, 1976	0.74%	4.7%	2.4%	3.2%	-16.2%	0.7
AAMCX	Absolute Capital Asset Allocator Fund	Tactical Allocation	Dec 17, 2015	2.70%	9.5%	N/A	0.0%	-22.7%	0.8
AAMOX	Alger Weatherbie Specialized Growth Portfolio	Mid Cap Growth Equities	Jan 2, 2008	1.05%	N/A	N/A	N/A	N/A	N/A
AAMTX	American Funds 2055 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2010	0.33%	15.5%	8.4%	6.0%	-29.3%	1.0
AANTX	American Funds 2060 Target Date Retirement Fund	Target Retirement Date	Mar 26, 2015	0.34%	15.6%	N/A	5.4%	-29.4%	1.0
AASCX	Thrivent Mid Cap Stock Fund	Mid Cap Blend Equities	Jun 30, 1993	0.98%	6.8%	7.6%	3.0%	-56.4%	0.3
AASMX	Thrivent Small Cap Stock Fund	Small Cap Blend Equities	Jul 1, 1996	1.07%	5.1%	7.5%	12.3%	-57.1%	0.2
AASOX	Alger Small Cap Growth Portfolio	Small Cap Growth Equities	Sep 21, 1988	0.95%	8.3%	-0.7%	20.7%	-60.3%	0.1
AATIX	Ancora/Thelen Small-Mid Cap Fund	Small Cap Blend Equities	Jan 2, 2013	1.22%	14.0%	5.9%	1.9%	-43.2%	0.7
AAUTX	Thrivent Large Cap Value Fund	Large Cap Value Equities	Oct 29, 1999	0.86%	7.1%	7.5%	5.7%	-55.8%	0.4
AAZAX	AB Municipal Income Fund II Arizona Portfolio	Municipal Bonds	May 31, 1994	0.78%	3.1%	2.5%	2.8%	-12.9%	0.6
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	Jul 26, 1975	0.56%	9.5%	7.5%	1.6%	-39.3%	0.9
ABCVX	American Beacon The London Company Income Equity Fund	Large Cap Value Equities	May 29, 2012	1.07%	2.3%	8.4%	4.4%	-33.3%	0.1
ABDAX	Columbia Capital Allocation Conservative Portfolio	Diversified Portfolio	Mar 3, 2004	0.50%	6.2%	2.5%	2.8%	-19.4%	0.6
ABEIX	abrdn Intermediate Municipal Income Fund	Municipal Bonds	Mar 16, 1986	0.50%	3.6%	1.7%	3.4%	-12.6%	0.9
ABEMX	abrdn Emerging Markets Fund	Emerging Markets Diversified	May 10, 2007	1.10%	1.4%	1.3%	1.8%	-56.8%	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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Time Period

Mutual Fund Screener

Risk vs. Return Scatterplot

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