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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
Lazard Global Listed Infrastructure Portfolio Open...Global EquitiesDec 31, 20091.22%
11.75%
10.34%
5.85%
82
Lazard Global Listed Infrastructure Portfolio Inst...Global Equities0.97%
11.76%
10.56%
6.04%
84
abrdn Emerging Markets ex-China FundEmerging Markets DiversifiedAug 29, 20001.23%
19.90%
13.00%
1.56%
92
MFS Global New Discovery FundGlobal EquitiesDec 15, 20111.10%
5.27%
9.24%
2.32%
27
Pioneer Global Sustainable Equity Fund Class AGlobal Equities, SustainableDec 15, 20051.10%
4.57%
13.02%
11.03%
90
Goldman Sachs MLP Energy Infrastructure FundEnergy EquitiesMar 27, 20131.20%
15.04%
10.04%
6.31%
42
Clough Global Equity FundGlobal EquitiesApr 27, 20050.03%
7.18%
8.97%
10.06%
89
James Balanced: Golden Rainbow FundDiversified PortfolioJun 30, 19911.18%
2.21%
4.80%
4.88%
70
Clough Global Dividend and Income FundGlobal Equity IncomeJul 28, 20040.02%
5.35%
5.27%
10.51%
70
Invesco Global Focus Fund Class AGlobal EquitiesOct 1, 20071.23%
-4.60%
10.94%
13.49%
6
Invesco Global Focus FundGlobal EquitiesSep 30, 20070.98%
-4.53%
11.21%
12.84%
12
Goldman Sachs Multi-Strategy Alternatives FundMultistrategyApr 30, 20131.16%
1.78%
2.71%
8.06%
25
GMO Emerging Markets ex-China FundEmerging Markets DiversifiedOct 17, 20210.67%
16.13%
8.12%
89
GMO Emerging Country Debt FundEmerging Markets BondsApr 18, 19940.53%
4.93%
7.90%
5.98%
98
GuideMark Core Fixed Income FundIntermediate Core BondJun 29, 20010.95%
0.12%
1.26%
3.53%
18
GuideStone Funds Medium-Duration Bond FundIntermediate Core-Plus BondAug 27, 20010.39%
0.30%
1.94%
4.41%
31
GuideStone Funds MyDestination 2045 FundTarget Retirement DateDec 28, 20060.38%
2.44%
10.49%
4.40%
60
GMO Global Equity Allocation FundGlobal EquitiesNov 25, 19960.01%
8.84%
10.59%
4.30%
90
GuideStone Funds MyDestination 2055 FundTarget Retirement DateDec 29, 20110.42%
2.61%
10.98%
3.73%
60
GuideStone Funds MyDestination 2035 FundTarget Retirement DateDec 28, 20060.38%
1.76%
8.68%
5.56%
59

Rows per page

3081–3100 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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