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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
Guggenheim Strategic Opportunities FundDerivative IncomeJul 26, 20071.62%
-6.60%
8.90%
19.00%
1
GMO Resources FundEnergy EquitiesDec 27, 20110.72%
27.94%
14.26%
3.43%
93
Victory Sycamore Small Company Opportunity FundSmall Cap Value EquitiesAug 16, 19831.42%
9.49%
9.92%
5.47%
31
John Hancock Funds International Growth FundForeign Large Cap EquitiesJun 11, 20060.99%
5.44%
9.73%
0.08%
50
John Hancock International Growth Fund Class AInternational EquityJun 12, 20061.30%
5.34%
9.40%
0.00%
50
Goldman Sachs Growth and Income Strategy PortfolioTactical AllocationJan 1, 19980.19%
1.74%
8.32%
8.44%
70
Gabelli Gold FundPrecious MetalsJul 10, 19941.51%
14.70%
17.19%
13.57%
68
Gotham Neutral Fund Institutional ClassEquity Market NeutralAug 30, 20131.51%
-0.80%
4.06%
0.14%
13
GoodHaven FundMid Cap Value EquitiesApr 8, 20111.10%
-3.85%
10.08%
3.12%
8
abrdn China A Share Equity FundChina EquitiesJun 28, 20040.99%1.46%
Victory RS Large Cap Alpha FundLarge Cap Value EquitiesJun 1, 19720.89%
4.64%
11.70%
10.70%
56
Grant Park Multi Alternative Strategies FundMacro TradingDec 30, 20131.43%
3.51%
4.75%
3.33%
47
GuidePath Absolute Return Allocation FundShort-Term BondApr 29, 20110.99%
6.85%
3.45%
3.09%
52
Grandeur Peak Emerging Markets Opportunities FundEmerging Markets DiversifiedDec 15, 20131.68%
6.59%
5.58%
24.40%
38
Grandeur Peak Global Contrarian FundGlobal EquitiesSep 16, 20191.35%
0.60%
15.56%
41
Grandeur Peak Global Opportunities FundGlobal EquitiesOct 16, 20111.54%
0.00%
7.32%
5.08%
22
GuidepathConservative Income FundShort-Term BondApr 30, 20180.75%
0.52%
3.67%
97
GuidePath Flexible Income Allocation FundTactical AllocationAug 30, 20120.50%
1.05%
2.77%
4.62%
68
GuidepathGrowth and Income FundLarge Cap Value EquitiesApr 30, 20180.85%
6.84%
13.91%
60
Guidepath Income FundIntermediate Core-Plus BondApr 30, 20181.14%
-0.19%
4.12%
14

Rows per page

3121–3140 of 7473

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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