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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
Grandeur Peak International Stalwarts FundForeign Small & Mid Cap EquitiesAug 31, 20151.15%
17.34%
7.78%
0.43%
13
Guggenheim Core Bond Fund Institutional ClassTotal Bond Market0.50%
0.89%
2.55%
4.81%
21
Guggenheim Ultra Short Duration FundUltrashort BondMar 11, 20140.34%
2.01%
4.38%
99
Goldman Sachs Absolute Return Tracker Fund Institu...MultistrategyMay 30, 20080.74%
6.44%
5.57%
2.00%
77
Leuthold Global FundGlobal AllocationApr 29, 20081.57%
14.62%
6.84%
8.48%
88
GuideStone Funds Low-Duration Bond FundShort-Term BondAug 27, 20010.34%
0.81%
2.26%
4.09%
88
Goldman Sachs Energy Infrastructure FundEnergy EquitiesSep 28, 20171.23%
23.09%
8.40%
52
Lazard Global Listed Infrastructure Portfolio Open...Global EquitiesDec 31, 20091.22%
7.99%
9.97%
7.06%
32
Lazard Global Listed Infrastructure Portfolio Inst...Global Equities0.97%
8.13%
10.20%
7.26%
33
abrdn Emerging Markets ex-China FundEmerging Markets DiversifiedAug 29, 20001.23%
43.66%
14.56%
1.31%
91
MFS Global New Discovery FundGlobal EquitiesDec 15, 20111.10%
7.56%
9.18%
2.27%
8
Pioneer Global Sustainable Equity Fund Class AGlobal Equities, SustainableDec 15, 20051.10%
14.04%
13.95%
10.11%
82
Goldman Sachs MLP Energy Infrastructure FundEnergy EquitiesMar 27, 20131.20%
17.31%
8.19%
6.38%
45
James Balanced: Golden Rainbow FundDiversified PortfolioJun 30, 19911.18%
5.76%
4.99%
4.71%
72
Invesco Global Focus Fund Class AGlobal EquitiesOct 1, 20071.23%
11.56%
12.79%
11.54%
19
Invesco Global Focus FundGlobal EquitiesSep 30, 20070.98%
11.70%
13.06%
10.98%
17
Goldman Sachs Multi-Strategy Alternatives FundMultistrategyApr 30, 20131.16%
5.98%
2.97%
7.74%
60
GMO Emerging Markets ex-China FundEmerging Markets DiversifiedOct 17, 20210.67%
47.75%
6.38%
94
GMO Emerging Country Debt FundEmerging Markets BondsApr 18, 19940.53%
9.45%
7.54%
4.46%
98
GuideMark Core Fixed Income FundIntermediate Core BondJun 29, 20010.95%
0.29%
1.08%
3.59%
15

Rows per page

2981–3000 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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