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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 Freedom Blend 2015 Fund Class ITarget Retirement DateAug 31, 20180.43%
2.25%
2.83%
78
Fidelity Advisor Freedom Blend 2015 Fund Class CTarget Retirement DateAug 31, 20181.43%
2.10%
1.74%
69
Fidelity Advisor Freedom Blend 2015 Fund Class MTarget Retirement DateAug 31, 20180.93%
2.17%
2.33%
72
Fidelity Advisor Freedom Blend 2015 Fund Class ATarget Retirement DateAug 31, 20180.68%
2.26%
2.58%
78
Fidelity Advisor Freedom Blend 2010 Fund Class ZTarget Retirement DateAug 31, 20180.31%
2.13%
2.99%
76
Fidelity Advisor Freedom Blend 2010 Fund Class ITarget Retirement DateAug 31, 20180.41%
2.14%
2.83%
75
Fidelity Advisor Freedom Blend 2010 Fund Class CTarget Retirement DateAug 31, 20181.41%
1.79%
1.99%
72
Fidelity Advisor Freedom Blend 2010 Fund Class MTarget Retirement DateAug 31, 20180.91%
1.96%
2.43%
72
Fidelity Advisor Freedom Blend 2030 Fund Class ITarget Retirement DateAug 31, 20180.46%
2.98%
2.84%
77
Fidelity Advisor Freedom Blend 2030 Fund Class ZTarget Retirement DateAug 31, 20180.36%
3.06%
2.92%
81
Fidelity Flex Freedom Blend 2035 FundTarget Retirement DateJun 8, 20170.00%
3.45%
6.85%
81
Nuveen Minnesota Municipal Bond FundMunicipal BondsJul 10, 19880.77%
0.97%
1.94%
3.46%
29
Fidelity Advisor Japan Fund Class CJapan EquitiesDec 14, 20102.09%
14.67%
9.86%
7.99%
83
Fidelity Advisor Japan Fund Class IJapan EquitiesDec 14, 20101.04%
14.96%
10.89%
8.50%
84
Fidelity Japan FundJapan EquitiesSep 15, 19921.09%
14.97%
10.88%
8.66%
88
Fidelity Advisor Japan Fund Class MJapan EquitiesDec 14, 20101.70%
14.84%
10.28%
8.30%
79
Fidelity Limited Term Bond FundTotal Bond MarketFeb 2, 19840.45%
0.37%
2.42%
4.02%
80
Fidelity Japan Smaller Companies FundJapan EquitiesNov 1, 19950.91%
13.05%
8.83%
15.58%
79
Nuveen Credit Income FundHigh Yield BondsAug 30, 20010.75%
0.65%
6.86%
7.76%
93
Fidelity Flex Conservative Income Bond FundTotal Bond MarketMay 31, 20180.00%
0.55%
4.11%
98

Rows per page

2381–2400 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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