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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 Select Financial Services PortfolioFinancials EquitiesDec 10, 19810.73%
-3.26%
12.65%
1.76%
13
Fidelity Advisor International Capital Appreciatio...Foreign Large Cap EquitiesFeb 1, 20170.85%
2.00%
5.46%
39
Fidelity Europe FundEurope EquitiesOct 1, 19861.06%
2.98%
8.04%
2.17%
70
Fidelity Advisor Total International Equity Fund C...Foreign Large Cap EquitiesFeb 1, 20170.90%
7.23%
1.27%
80
Fidelity Advisor Freedom 2040 Fund Class ITarget Retirement DateJul 24, 20030.75%
3.65%
11.29%
6.80%
81
Fidelity SAI Inflation-FocusedCommoditiesDec 20, 20180.39%
36.16%
4.00%
72
Fidelity Founders FundLarge Cap Growth EquitiesFeb 14, 20190.90%
-1.85%
2.45%
60
Fidelity Advisor Founders Fund Class ALarge Cap Growth EquitiesFeb 14, 20191.15%
-1.91%
2.48%
56
Fidelity Advisor Founders Fund Class MLarge Cap Growth EquitiesFeb 14, 20191.39%
-1.98%
2.52%
46
Fidelity Advisor Founders Fund Class CLarge Cap Growth EquitiesFeb 14, 20191.90%
-2.16%
2.60%
45
Fidelity Advisor Founders Fund Class ILarge Cap Growth EquitiesFeb 14, 20190.85%
-1.85%
2.45%
54
Fidelity Advisor Founders Fund Class ZLarge Cap Growth EquitiesFeb 14, 20190.75%
-1.84%
2.44%
49
Fidelity Series Bond Index FundTotal Bond MarketApr 26, 20190.00%
0.09%
3.60%
19
Fidelity Advisor International Growth Fund Class CForeign Large Cap EquitiesNov 1, 20072.05%
4.56%
8.38%
2.81%
32
Fidelity International Growth FundForeign Large Cap EquitiesNov 1, 20070.99%
4.84%
9.41%
3.29%
47
Fidelity Advisor Freedom 2015 Fund Class Z6Target Retirement DateJun 6, 20170.40%
2.36%
7.13%
76
Fidelity International Discovery FundForeign Large Cap EquitiesDec 31, 19860.99%
4.85%
8.89%
6.62%
69
Fidelity Series International Growth FundForeign Large Cap EquitiesDec 3, 20090.01%
5.02%
10.31%
8.26%
48
Federated Hermes Short-Intermediate Government Fun...Government BondsFeb 17, 19830.59%
0.03%
0.94%
3.68%
15
Federated Hermes Institutional High Yield Bond Fun...High Yield BondsNov 1, 20020.50%
0.29%
5.29%
6.41%
90

Rows per page

2221–2240 of 7473

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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