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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
Fidelity Advisor Europe Fund Class AEurope EquitiesMar 18, 20141.36%
-1.48%
7.24%
1.92%
56
Fidelity Advisor Europe Fund Class MEurope EquitiesMar 18, 20141.68%
-1.54%
6.93%
1.72%
51
Fidelity Advisor China Region Fund Class AChina EquitiesMay 9, 20081.21%
8.92%
12.23%
1.46%
92
Fidelity China Region FundChina EquitiesNov 1, 19950.91%
9.01%
12.56%
1.61%
94
Fidelity Freedom Blend 2030 Fund Class K6Target Retirement DateAug 31, 20180.26%
0.70%
3.08%
78
Fidelity Advisor Freedom Blend 2060 Fund Class ITarget Retirement DateAug 31, 20180.49%
0.72%
2.37%
79
Fidelity Series Emerging Markets FundEmerging Markets EquitiesAug 29, 20180.01%
8.35%
2.19%
92
Fidelity Advisor China Region Fund Class IChina EquitiesMay 9, 20080.93%
9.02%
12.56%
1.69%
89
Fidelity Advisor China Region Fund Class MChina EquitiesMay 9, 20081.50%
8.86%
11.89%
1.17%
89
Fidelity Freedom Blend 2025 Fund Class K6Target Retirement DateAug 31, 20180.25%
0.73%
2.58%
77
Fidelity Advisor Freedom Blend 2060 Fund Class CTarget Retirement DateAug 31, 20181.49%
0.41%
1.83%
73
Fidelity Series International Index FundForeign Large Cap EquitiesAug 17, 20180.01%
2.25%
3.39%
77
Fidelity Health Savings Fund Class KDiversified PortfolioMar 2, 20200.37%
1.03%
3.01%
89
Fidelity Health Savings FundDiversified PortfolioMar 2, 20200.47%
1.01%
2.91%
88
Fidelity Advisor Freedom Blend 2060 Fund Class MTarget Retirement DateAug 31, 20180.99%
0.53%
2.10%
76
Fidelity Series Corporate Bond FundCorporate BondsAug 17, 20180.00%
-0.40%
4.38%
29
Federated Hermes Conservative Municipal Microshort...Municipal BondsFeb 2, 20210.05%
0.42%
2.67%
98
Fidelity Freedom Blend 2020 Fund Class K6Target Retirement DateAug 31, 20180.24%
0.85%
2.75%
81
Fidelity Advisor Freedom Blend 2060 Fund Class ATarget Retirement DateAug 31, 20180.74%
0.60%
2.23%
77
Fidelity Series Government Bond Index FundGovernment BondsAug 17, 20180.00%
-0.27%
3.76%
16

Rows per page

2141–2160 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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