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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
Gabelli Global Mini MitesTM FundGlobal EquitiesSep 30, 20180.90%
6.79%
6.34%
61
GAMCO Global Gold, Natural Resources and Income Tr...Commodity Producers EquitiesJan 4, 20050.02%
8.56%
10.03%
6.53%
40
Goldman Sachs Mid Cap Growth FundMid Cap Growth EquitiesMay 24, 19990.90%
0.65%
13.08%
13.84%
23
Goldman Sachs Growth Strategy PortfolioGlobal AllocationJan 1, 19980.19%
2.32%
10.76%
11.60%
72
Grandeur Peak Global Stalwarts FundGlobal EquitiesAug 31, 20151.21%
5.63%
6.89%
0.00%
20
VanEck Global Resources FundEnergy EquitiesNov 1, 19941.38%
17.89%
8.23%
1.32%
82
American Beacon Garcia Hamilton Quality Bond FundIntermediate Core BondApr 4, 20160.83%
0.42%
3.48%
9
Goldman Sachs International Tax- Managed Equity Fu...Foreign Large Cap EquitiesJan 31, 20080.90%
9.50%
10.65%
1.99%
80
GMO High Yield FundHigh Yield BondsJun 25, 20180.46%
0.81%
5.64%
87
PGIM Global High Yield FundHigh Yield BondsDec 26, 20120.03%
-2.29%
7.18%
10.72%
10
Goldman Sachs High Yield Municipal Fund Institutio...High Yield MuniApr 3, 20000.54%
0.65%
3.74%
4.64%
30
Guggenheim Total Return Bond FundIntermediate Core-Plus BondNov 30, 20110.50%
0.45%
3.02%
5.04%
26
Goldman Sachs International Small Cap Insights Fun...Foreign Small & Mid Cap EquitiesSep 27, 20070.87%
8.96%
9.83%
7.42%
85
Gabelli Global Growth FundGlobal EquitiesFeb 6, 19940.90%
-2.69%
12.70%
14.24%
19
Goldman Sachs Enhanced Dividend Global Equity Port...Global EquitiesApr 29, 20080.17%
3.28%
10.42%
5.98%
87
Goldman Sachs International Equity Dividend and Pr...Derivative IncomeJan 30, 20080.89%
8.91%
7.00%
2.67%
79
GuideStone Funds International Equity FundForeign Large Cap EquitiesAug 27, 20010.88%
4.03%
9.10%
9.97%
48
Guggenheim Floating Rate Strategies FundBank LoanNov 29, 20110.78%
-0.45%
4.33%
7.25%
64
Gabelli International Growth FundForeign Large Cap EquitiesJun 29, 19951.27%
3.26%
7.05%
7.93%
21
Nationwide International Index FundForeign Large Cap EquitiesDec 29, 19990.71%
5.97%
8.79%
6.74%
65

Rows per page

3041–3060 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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