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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.


No active filters, add you first filter to start

Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
The New Germany FundForeign Large Cap EquitiesJan 1, 19890.01%
-0.88%
7.95%
1.31%
13
American Funds The Growth Fund of America Fund Cla...Large Cap Growth EquitiesMar 15, 20011.35%
-3.68%
14.09%
12.90%
26
American Funds Growth Fund of America Class F-1Large Cap Growth EquitiesDec 1, 19730.65%
-3.50%
14.91%
11.14%
29
American Funds The Growth Fund of AmericaLarge Cap Growth EquitiesDec 1, 19730.40%
-3.43%
15.21%
11.34%
27
Goldman Sachs Managed Futures Strategy FundSystematic TrendFeb 28, 20121.33%
0.87%
2.35%
0.00%
19
GuideStone Funds Conservative Allocation FundDiversified PortfolioAug 26, 20010.41%
0.44%
4.23%
5.67%
57
Goldman Sachs High Yield Floating Rate FundBank LoanMar 30, 20110.75%
-0.68%
4.31%
6.62%
64
Columbia Dividend Income Fund Class SLarge Cap Value EquitiesOct 2, 20240.65%
6.51%
5.07%
77
Gabelli Global Financial Services FundFinancials EquitiesOct 1, 20181.00%
3.45%
1.79%
89
GuideStone Funds Strategic Alternatives FundMultistrategyJun 29, 20171.15%
-0.78%
7.23%
21
GuideStone Funds Global Bond FundGlobal BondsDec 28, 20060.86%
-0.08%
2.00%
3.01%
22
GuideStone Funds Aggressive Allocation FundGlobal EquitiesAug 26, 20010.39%
1.60%
10.90%
11.39%
49
Summitry Equity FundLarge Cap Blend EquitiesApr 1, 20091.25%
-1.87%
12.28%
17.23%
16
Nationwide Global Sustainable Equity FundGlobal EquitiesJan 27, 19940.96%
1.62%
14.02%
12.07%
67
GuideStone Funds Growth Equity FundLarge Cap Growth EquitiesAug 27, 20010.65%
-7.14%
13.81%
14.96%
12
Gabelli Global Growth Fund Class ILarge Cap Growth EquitiesFeb 7, 19940.90%
-2.68%
13.17%
14.20%
19
Invesco Health Care FundHealth & Biotech EquitiesAug 6, 19891.04%
-3.72%
7.19%
5.90%
8
Victory INCORE Fund for IncomeGovernment BondsSep 15, 19870.91%
0.51%
1.17%
4.98%
57
Goldman Sachs Global Infrastructure FundEnergy EquitiesJun 26, 20161.10%
14.76%
5.84%
73
GuideStone Funds Balanced Allocation FundDiversified PortfolioAug 26, 20010.38%
0.75%
6.17%
8.16%
51

Rows per page

3021–3040 of 7474

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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