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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 Inflation-Protected Bond Index FundInflation-Protected BondsMay 16, 20120.05%
0.89%
2.61%
3.82%
22
Fidelity Advisor 529 Inflation-Protected Bond Port...Inflation-Protected Bonds
0.79%
0.00%
13
Fidelity Freedom Index 2050 Fund Investor ClassTarget Retirement DateOct 2, 20090.12%
2.68%
11.24%
1.92%
88
Fidelity Advisor Asset Manager 60% Fund Class ZDiversified PortfolioOct 2, 20180.62%
2.93%
5.80%
78
Fidelity Advisor Asset Manager 70% Fund Class ZDiversified PortfolioOct 2, 20180.60%
3.30%
7.23%
83
Fidelity Advisor Asset Manager 85% Fund Class ZDiversified PortfolioOct 2, 20180.62%
3.76%
5.53%
78
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioOct 2, 20180.61%
6.33%
3.84%
96
Fidelity Advisor Canada Fund Class ZForeign Large Cap EquitiesOct 2, 20180.66%
5.25%
5.51%
83
Fidelity Advisor China Region Fund Class ZChina EquitiesOct 2, 20180.80%
16.00%
1.79%
94
Fidelity Advisor Emerging Markets Discovery Fund C...Emerging Markets EquitiesOct 2, 20181.05%
11.73%
4.36%
95
Fidelity Advisor Europe Fund Class ZEurope EquitiesOct 2, 20180.95%
3.02%
2.40%
54
Fidelity Advisor International Small Cap Fund Clas...Foreign Small & Mid Cap EquitiesOct 2, 20180.89%
5.13%
3.50%
78
Fidelity Advisor International Small Cap Opportuni...Foreign Small & Mid Cap EquitiesOct 2, 20181.11%
2.95%
11.79%
58
Fidelity Advisor International Value Fund Class ZForeign Large Cap EquitiesOct 2, 20180.89%
6.30%
2.30%
88
Fidelity Advisor Japan Fund Class ZJapan EquitiesOct 2, 20180.96%
15.02%
8.73%
83
Fidelity Advisor Worldwide Fund Class ZGlobal EquitiesOct 2, 20180.90%
3.95%
11.16%
67
Fidelity Advisor Emerging Asia Fund Class ZAsia Pacific EquitiesOct 2, 20180.81%
10.81%
0.00%
85
Fidelity Advisor Global Commodity Stock Fund Class...CommoditiesOct 2, 20180.80%
24.22%
2.08%
97
Fidelity Advisor Floating Rate High Income Fund Cl...High Yield BondsOct 2, 20180.62%
-0.27%
6.78%
93
Fidelity Advisor High Income Advantage Fund Class ...High Yield BondsOct 2, 20180.64%
2.35%
4.36%
95

Rows per page

2301–2320 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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