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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.

Mutual Fund Screener

7224 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Fidelity Advisor Strategic Income Fund Class MTotal Bond MarketOct 31, 19940.96%
3.19%
3.93%
3.72%
82
Fidelity Advisor Strategic Dividend & Income Fund ...Diversified PortfolioDec 23, 20030.72%
14.16%
9.74%
7.00%
91
Fidelity Series Investment Grade Bond Fund
0.97%
2.29%
3.91%
26
Fidelity Advisor Strategic Real Return Fund Class ...Diversified PortfolioSep 7, 20050.70%
6.13%
5.27%
4.29%
88
Fidelity SAI International Small Cap Index FundForeign Small & Mid Cap EquitiesJun 25, 20210.10%
8.08%
3.42%
31
Fidelity Advisor Stock Selector All Cap Fund Class...Large Cap Growth EquitiesOct 23, 20121.21%
14.62%
14.74%
3.72%
80
Fidelity SAI Japan Stock Index FundJapan Equities, Asia Pacific EquitiesJun 24, 20210.11%
17.26%
4.48%
40
Fidelity Total Market Index FundLarge Cap Blend Equities0.02%
10.23%
14.88%
0.95%
62
Fidelity Growth Strategies K6 FundMid Cap Growth EquitiesMay 25, 20170.45%
14.50%
0.00%
9
Fidelity SAI International Low Volatility Index Fu...Foreign Large Cap EquitiesMay 29, 20150.17%
4.97%
5.78%
2.47%
17
Fidelity Advisor 529 Small Cap Portfolio Class ASmall Cap Blend Equities
23.61%
0.00%
84
Fidelity Select Brokerage & Invmt Mgmt PortfolioFinancials EquitiesJul 29, 19850.75%
-16.68%
14.48%
2.35%
1
Fidelity Small Cap Stock FundSmall Cap Blend EquitiesMar 12, 19980.90%
22.60%
10.90%
13.13%
66
Fidelity Environment and Alternative Energy FundAlternative Energy EquitiesJun 29, 19890.79%
14.90%
14.50%
1.58%
50
Fidelity Value Strategies FundMid Cap Value EquitiesDec 31, 19830.86%
25.75%
12.11%
0.00%
54
Strategic Advisers Alternatives FundMultistrategyJul 12, 20221.56%
5.38%
5.22%
99
Fidelity Stock Selector Large Cap Value FundLarge Cap Value EquitiesNov 15, 20010.76%
9.46%
11.39%
9.07%
73
Fidelity Advisor Stock Selector Mid Cap Fund Class...Mid Cap Blend EquitiesFeb 1, 20170.67%
22.39%
6.53%
72
Fidelity Extended Market Index FundMid Cap Blend Equities0.04%
17.37%
12.47%
0.49%
55
Tributary Small/Mid Cap FundMid Cap Blend EquitiesAug 1, 20190.90%
11.62%
0.55%
15

Rows per page

2641–2660 of 7224

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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