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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

7213 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
GuideStone Funds Global Bond FundGlobal BondsDec 28, 20060.86%
0.07%
1.55%
3.06%
8
GuideStone Funds Aggressive Allocation FundGlobal EquitiesAug 26, 20010.39%
10.38%
11.61%
10.48%
41
Summitry Equity FundLarge Cap Blend EquitiesApr 1, 20091.25%
-0.55%
12.21%
17.01%
6
Nationwide Global Sustainable Equity FundGlobal EquitiesJan 27, 19940.96%
8.34%
14.45%
11.06%
44
GuideStone Funds Growth Equity FundLarge Cap Growth EquitiesAug 27, 20010.65%
1.98%
14.70%
13.32%
8
Gabelli Global Growth Fund Class ILarge Cap Growth EquitiesFeb 7, 19940.90%
4.31%
13.77%
13.25%
11
Invesco Health Care FundHealth & Biotech EquitiesAug 6, 19891.04%
3.77%
7.74%
5.48%
21
Victory INCORE Fund for IncomeGovernment BondsSep 15, 19870.91%
0.54%
1.12%
4.88%
58
Goldman Sachs Global Infrastructure FundEnergy EquitiesJun 26, 20161.10%
10.70%
6.18%
33
GuideStone Funds Balanced Allocation FundDiversified PortfolioAug 26, 20010.38%
5.18%
6.33%
7.81%
44
Gabelli Global Mini MitesTM FundGlobal EquitiesSep 30, 20180.90%
21.86%
5.56%
87
Goldman Sachs Mid Cap Growth FundMid Cap Growth EquitiesMay 24, 19990.90%
17.21%
14.26%
11.88%
17
Goldman Sachs Growth Strategy PortfolioGlobal AllocationJan 1, 19980.19%
9.74%
11.35%
10.82%
60
Grandeur Peak Global Stalwarts FundGlobal EquitiesAug 31, 20151.21%
13.00%
7.39%
0.00%
9
VanEck Global Resources FundEnergy EquitiesNov 1, 19941.38%
6.52%
5.70%
1.46%
36
American Beacon Garcia Hamilton Quality Bond FundIntermediate Core BondApr 4, 20160.83%
0.17%
3.52%
8
Goldman Sachs International Tax- Managed Equity Fu...Foreign Large Cap EquitiesJan 31, 20080.90%
13.54%
10.92%
1.92%
51
GMO High Yield FundHigh Yield BondsJun 25, 20180.46%
1.97%
5.57%
72
Goldman Sachs High Yield Municipal Fund Institutio...High Yield MuniApr 3, 20000.54%
3.67%
3.59%
4.58%
72
Guggenheim Total Return Bond FundIntermediate Core-Plus BondNov 30, 20110.50%
0.96%
2.74%
5.12%
23

Rows per page

2941–2960 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

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