PortfoliosLab logoPortfoliosLab logo

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

7213 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Genter Dividend Income FundLarge Cap Value EquitiesDec 31, 20081.25%
11.64%
11.36%
4.25%
73
GuideStone Funds Defensive Market Strategies FundDiversified PortfolioAug 31, 20110.66%
5.96%
5.66%
8.83%
55
Columbia Large Cap Growth FundLarge Cap Growth EquitiesDec 14, 19900.74%
6.61%
17.20%
8.26%
22
Goldman Sachs Enhanced Income FundUltrashort BondAug 2, 20000.36%
1.47%
2.46%
4.08%
96
Goldman Sachs Emerging Markets Equity FundEmerging Markets DiversifiedDec 14, 19971.00%
30.71%
10.45%
0.59%
84
GuideStone Funds Emerging Markets Equity FundEmerging Markets DiversifiedOct 30, 20131.10%
29.16%
10.01%
3.07%
82
Gotham Enhanced Return FundMid Cap Blend EquitiesMay 31, 20131.50%
12.07%
13.79%
1.85%
68
Glenmede Equity Income PortfolioLarge Cap Value EquitiesDec 21, 20160.85%
8.42%
14.92%
35
GuideStone Funds Equity Index FundLarge Cap Blend EquitiesAug 27, 20010.12%
9.71%
15.01%
1.35%
54
Goldman Sachs Emerging Markets Equity Insights Fun...Emerging Markets DiversifiedOct 4, 20071.09%
29.01%
10.72%
1.72%
82
Victory Sycamore Established Value FundMid Cap Value EquitiesAug 16, 19831.11%
14.50%
10.81%
4.15%
42
American Funds The Growth Fund of America Fund Cla...Large Cap Growth EquitiesMar 15, 20011.35%
9.02%
15.13%
11.40%
22
American Funds Growth Fund of America Class F-1Large Cap Growth EquitiesDec 1, 19730.65%
9.39%
15.95%
9.82%
24
American Funds The Growth Fund of America Class F-...Large Cap Growth EquitiesDec 1, 19730.40%
9.52%
16.26%
10.00%
24
Goldman Sachs Managed Futures Strategy FundSystematic TrendFeb 28, 20121.33%
5.42%
2.79%
0.00%
66
GuideStone Funds Conservative Allocation FundDiversified PortfolioAug 26, 20010.41%
3.08%
4.29%
5.52%
47
Goldman Sachs High Yield Floating Rate FundBank LoanMar 30, 20110.75%
1.17%
4.29%
7.11%
45
Columbia Dividend Income Fund Class SLarge Cap Value EquitiesOct 2, 20240.65%
10.19%
4.90%
82
Gabelli Global Financial Services FundFinancials EquitiesOct 1, 20181.00%
6.86%
1.73%
70
GuideStone Funds Strategic Alternatives FundMultistrategyJun 29, 20171.15%
1.34%
7.08%
67

Rows per page

2921–2940 of 7213

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

Loading charts...