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Mutual Fund Screener

Use the PortfoliosLab Mutual Fund Screener to filter mutual funds by category, asset class, expense ratio, trailing returns, and advanced risk metrics such as Sharpe ratio and maximum drawdown.

Compare funds side-by-side, review historical performance in one table, and add them directly to your portfolio for optimization.

Mutual Fund Screener

7224 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Fidelity Advisor Freedom Blend 2045 Fund Class ATarget Retirement DateAug 31, 20180.74%
12.24%
3.43%
68
Fidelity Advisor Freedom 2035 Fund Class Z6Target Retirement DateJun 6, 20170.48%
8.80%
7.74%
61
Fidelity Freedom Blend 2040 Fund Class K6Target Retirement DateAug 31, 20180.29%
11.33%
3.87%
73
Fidelity Freedom Blend Income Fund Class KTarget Retirement DateAug 31, 20180.31%
4.67%
2.99%
70
Fidelity Advisor Freedom Blend 2040 Fund Class ZTarget Retirement DateAug 31, 20180.39%
11.27%
3.80%
70
Federated Hermes SDG Engagement High Yield Credit ...High Yield BondsSep 25, 20191.57%
1.65%
5.12%
76
Fidelity Focused High Income FundHigh Yield BondsSep 8, 20040.75%
1.61%
4.54%
5.78%
85
Fidelity Municipal Income FundMunicipal BondsDec 1, 19770.45%
1.70%
2.14%
3.08%
72
Federated Hermes High Income Bond FundHigh Yield BondsNov 30, 19770.90%
1.02%
4.93%
5.48%
45
Fidelity Freedom Blend 2035 Fund Class K6Target Retirement DateAug 31, 20180.28%
9.52%
3.69%
72
Fidelity Advisor Freedom Blend 2060 Fund Class ZTarget Retirement DateAug 31, 20180.39%
12.78%
3.30%
69
Fidelity Advisor Freedom Blend 2040 Fund Class ITarget Retirement DateAug 31, 20180.49%
11.29%
3.71%
70
Fidelity Advisor Freedom Blend 2035 Fund Class ATarget Retirement DateAug 31, 20180.73%
9.31%
3.36%
67
Fidelity Advisor Freedom Blend 2050 Fund Class ATarget Retirement DateAug 31, 20180.74%
12.39%
3.19%
68
Fidelity Advisor Europe Fund Class IEurope EquitiesMar 18, 20141.06%
7.74%
9.81%
2.16%
23
Fidelity Advisor Europe Fund Class CEurope EquitiesMar 18, 20142.19%
7.20%
8.63%
1.38%
20
Fidelity Advisor Europe Fund Class AEurope EquitiesMar 18, 20141.36%
7.60%
9.46%
1.76%
22
Fidelity Advisor Europe Fund Class MEurope EquitiesMar 18, 20141.68%
7.46%
9.14%
1.57%
22
Fidelity Advisor China Region Fund Class AChina Equities, Asia Pacific EquitiesMay 9, 20081.21%
33.14%
14.88%
1.20%
91
Fidelity China Region FundChina Equities, Asia Pacific EquitiesNov 1, 19950.91%
33.33%
15.22%
1.31%
91

Rows per page

2061–2080 of 7224

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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