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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.


No active filters, add you first filter to start

Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Franklin High Income FundHigh Yield BondsDec 31, 19690.77%
-0.66%
6.38%
5.85%
77
Fidelity Advisor Freedom Blend Income Fund Class ITarget Retirement DateAug 31, 20180.41%
0.76%
3.05%
70
Fidelity Advisor Freedom Blend Income Fund Class CTarget Retirement DateAug 31, 20181.41%
0.45%
2.23%
59
Fidelity Advisor Freedom Blend Income Fund Class MTarget Retirement DateAug 31, 20180.91%
0.69%
2.61%
65
Fidelity Advisor Freedom Blend Income Fund Class ATarget Retirement DateAug 31, 20180.66%
0.63%
2.84%
66
Fidelity Freedom Blend 2060 FundTarget Retirement DateAug 31, 20180.49%
0.66%
2.40%
87
Fidelity Freedom Blend 2055 FundTarget Retirement DateAug 31, 20180.49%
0.66%
2.36%
87
Fidelity Freedom Blend 2050 FundTarget Retirement DateAug 31, 20180.49%
0.67%
2.45%
87
Fidelity Freedom Blend 2045 FundTarget Retirement DateAug 31, 20180.49%
0.74%
2.62%
88
Fidelity Freedom Blend 2040 FundTarget Retirement DateAug 31, 20180.49%
0.69%
2.79%
89
Fidelity Freedom Blend 2035 FundTarget Retirement DateAug 31, 20180.48%
0.66%
2.93%
88
Fidelity Freedom Blend 2030 FundTarget Retirement DateAug 31, 20180.46%
0.63%
2.98%
85
Fidelity Freedom Blend 2025 FundTarget Retirement DateAug 31, 20180.45%
0.57%
2.48%
80
Fidelity Freedom Blend 2020 FundTarget Retirement DateAug 31, 20180.44%
0.77%
2.63%
78
Fidelity Freedom Blend 2015 FundTarget Retirement DateAug 31, 20180.43%
0.81%
2.90%
78
Fidelity Freedom Blend 2010 FundTarget Retirement DateAug 31, 20180.41%
0.84%
3.00%
76
Fidelity Advisor Freedom Blend 2035 Fund Class MTarget Retirement DateAug 31, 20180.98%
0.52%
2.59%
75
Fidelity Freedom Blend 2025 Fund Class KTarget Retirement DateAug 31, 20180.35%
0.73%
2.50%
73
Fidelity Advisor Freedom Blend 2045 Fund Class ZTarget Retirement DateAug 31, 20180.39%
0.73%
2.66%
81
Fidelity Freedom Blend Income FundTarget Retirement DateAug 31, 20180.41%
0.87%
3.16%
81

Rows per page

2081–2100 of 7478

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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