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Mutual Fund Screener


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%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AAIIXAncora Income FundIntermediate Core-Plus BondJan 5, 20042.20%7.0%4.2%5.3%-35.5%0.4
AAINXThrivent Opportunity Income Plus FundMultisector BondsJul 15, 19870.88%5.8%2.1%4.7%-15.7%1.0
AALGXThrivent Global Stock FundGlobal EquitiesJul 15, 19870.97%16.4%4.8%2.8%-61.8%1.1
AALTXAmerican Funds 2050 Target Date Retirement FundTarget Retirement DateJan 31, 20070.33%14.9%8.4%6.2%-48.8%0.9
AAMBXThrivent Municipal Bond FundMunicipal BondsDec 2, 19760.74%4.7%2.4%3.2%-16.2%0.7
AAMCXAbsolute Capital Asset Allocator FundTactical AllocationDec 17, 20152.70%9.5%N/A0.0%-22.7%0.8
AAMOXAlger Weatherbie Specialized Growth PortfolioMid Cap Growth EquitiesJan 2, 20081.05%N/AN/AN/AN/AN/A
AAMTXAmerican Funds 2055 Target Date Retirement FundTarget Retirement DateJan 31, 20100.33%15.5%8.4%6.0%-29.3%1.0
AANTXAmerican Funds 2060 Target Date Retirement FundTarget Retirement DateMar 26, 20150.34%15.6%N/A5.4%-29.4%1.0
AASCXThrivent Mid Cap Stock FundMid Cap Blend EquitiesJun 30, 19930.98%6.8%7.6%3.0%-56.4%0.3
AASMXThrivent Small Cap Stock FundSmall Cap Blend EquitiesJul 1, 19961.07%5.1%7.5%12.3%-57.1%0.2
AASOXAlger Small Cap Growth PortfolioSmall Cap Growth EquitiesSep 21, 19880.95%8.3%-0.7%20.7%-60.3%0.1
AATIXAncora/Thelen Small-Mid Cap FundSmall Cap Blend EquitiesJan 2, 20131.22%14.0%5.9%1.9%-43.2%0.7
AAUTXThrivent Large Cap Value FundLarge Cap Value EquitiesOct 29, 19990.86%7.1%7.5%5.7%-55.8%0.4
AAZAXAB Municipal Income Fund II Arizona PortfolioMunicipal BondsMay 31, 19940.78%3.1%2.5%2.8%-12.9%0.6
ABALXAmerican Funds American Balanced Fund Class ADiversified PortfolioJul 26, 19750.56%9.5%7.5%1.6%-39.3%0.9
ABCVXAmerican Beacon The London Company Income Equity FundLarge Cap Value EquitiesMay 29, 20121.07%2.3%8.4%4.4%-33.3%0.1
ABDAXColumbia Capital Allocation Conservative PortfolioDiversified PortfolioMar 3, 20040.50%6.2%2.5%2.8%-19.4%0.6
ABEIXabrdn Intermediate Municipal Income FundMunicipal BondsMar 16, 19860.50%3.6%1.7%3.4%-12.6%0.9
ABEMXabrdn Emerging Markets FundEmerging Markets DiversifiedMay 10, 20071.10%1.4%1.3%1.8%-56.8%0.0

21–40 of 7165

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.

0%Annualized Volatility0%Annualized Return

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