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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
GQG Partners Global Quality Equity FundGlobal EquitiesMar 28, 20190.97%
8.24%
7.02%
46
Glenmede Quantitative U.S. Small Cap Equity Portfo...Small Cap Blend EquitiesNov 13, 20170.85%
7.27%
2.75%
71
Goldman Sachs Real Estate Securities FundREITJul 27, 19980.91%
6.64%
5.02%
34.72%
14
GuideStone Funds Global Real Estate Securities Fun...REITDec 28, 20061.12%
6.47%
3.81%
3.41%
40
Goehring & Rozencwajg Resources Fund Retail ClassCommodity Producers EquitiesDec 30, 20161.28%
21.91%
2.69%
95
Goehring & Rozencwajg Resources FundEnergy EquitiesDec 29, 20160.92%
21.95%
2.78%
96
Apollo Diversified Real Estate Fund Class IREITJun 30, 20142.23%
2.43%
4.51%
5.25%
35
Nationwide S&P 500 Index FundS&P 500Nov 2, 19980.44%
-0.70%
14.25%
5.15%
74
Greenspring FundDiversified PortfolioJun 30, 19831.09%
10.67%
9.63%
8.50%
42
Grizzly Short FundInverse Equities, LeveragedJun 18, 20001.61%
2.51%
-1.19%
5.05%
1
Goldman Sachs China Equity FundChina EquitiesJul 7, 19941.47%
-0.43%
5.22%
1.35%
30
Goldman Sachs Small Cap Growth FundSmall Cap Growth EquitiesOct 31, 20191.03%
7.53%
0.00%
51
Goldman Sachs International Equity Income Fund Cla...Foreign Large Cap Equities, DividendJun 25, 20071.40%
8.54%
10.64%
3.45%
79
Goldman Sachs Long Short Credit Strategies FundNontraditional BondsJun 14, 20091.12%
0.21%
3.13%
5.55%
85
Goldman Sachs Income Builder FundDiversified PortfolioOct 11, 19940.79%
2.63%
7.05%
5.23%
85
Goldman Sachs Large Cap Core FundLarge Cap Blend EquitiesApr 20, 19901.04%
-1.23%
15.72%
12.27%
55
Goldman Sachs Income FundMultisector BondsDec 2, 20190.72%
-0.24%
4.70%
71
GuideStone Funds Small Cap Equity FundSmall Cap Blend EquitiesAug 27, 20010.91%
4.46%
9.80%
10.82%
46
Goldman Sachs Emerging Markets Debt FundEmerging Markets BondsAug 28, 20030.86%
0.25%
3.45%
4.97%
76
Goldman Sachs Short Duration Tax-Free FundMunicipal BondsSep 30, 19920.39%
0.50%
1.84%
3.06%
69

Rows per page

3161–3180 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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