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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
Nationwide Mid Cap Market Index FundMid Cap Blend EquitiesDec 29, 19990.68%
16.01%
9.61%
11.17%
48
PIMCO National Municipal Opportunistic Value FundMunicipal BondsNov 2, 20140.63%
2.62%
2.07%
3.68%
88
AlphaCentric Robotics and Automation FundGlobal EquitiesMay 30, 20171.40%
-1.66%
1.21%
8
Columbia New York Intermediate Municipal Bond FundMunicipal BondsDec 30, 19910.48%
1.68%
1.71%
2.77%
78
BrandywineGLOBAL - Global Opportunities Bond FundGlobal BondsOct 31, 20060.56%
1.41%
0.95%
5.23%
5
Guggenheim Strategic Opportunities FundMultisector Bonds, Diversified Portfolio, Actively ManagedJul 26, 20071.89%
-6.31%
7.91%
19.88%
1
GMO Resources FundEnergy EquitiesDec 27, 20110.72%
16.27%
12.16%
3.77%
77
Victory Sycamore Small Company Opportunity FundSmall Cap Value EquitiesAug 16, 19831.42%
20.05%
10.35%
4.99%
49
John Hancock Funds International Growth FundForeign Large Cap EquitiesJun 11, 20060.99%
12.87%
10.22%
0.07%
29
John Hancock International Growth Fund Class AInternational EquityJun 12, 20061.30%
12.69%
9.88%
0.00%
29
Goldman Sachs Growth and Income Strategy PortfolioTactical AllocationJan 1, 19980.19%
7.02%
8.68%
8.09%
58
Gabelli Gold FundGold, Precious MetalsJul 10, 19941.51%
-11.85%
11.09%
17.66%
23
Gotham Neutral Fund Institutional ClassEquity Market NeutralAug 30, 20131.51%
-2.86%
3.87%
0.14%
1
GoodHaven FundMid Cap Value EquitiesApr 8, 20111.10%
-1.29%
9.74%
3.04%
5
abrdn China A Share Equity FundChina Equities, Asia Pacific EquitiesJun 28, 20040.99%1.46%
Victory RS Large Cap Alpha FundLarge Cap Value EquitiesJun 1, 19720.89%
6.14%
11.57%
10.55%
41
Grant Park Multi Alternative Strategies FundMacro TradingDec 30, 20131.43%
4.04%
4.46%
3.31%
40
GuidePath Absolute Return Allocation FundShort-Term BondApr 29, 20110.99%
6.12%
3.08%
3.12%
41
Grandeur Peak Emerging Markets Opportunities FundEmerging Markets DiversifiedDec 15, 20131.68%
20.56%
6.59%
21.57%
32
Grandeur Peak Global Contrarian FundGlobal EquitiesSep 16, 20191.35%
8.23%
14.46%
25

Rows per page

3021–3040 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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