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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.

Mutual Fund Screener

7213 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
American Funds International Growth and Income Fun...Global EquitiesOct 1, 20080.65%
11.43%
9.93%
7.17%
56
Voya Global High Dividend Low Volatility PortfolioGlobal EquitiesJan 27, 20081.10%
7.68%
9.11%
9.09%
44
Integrity ESG Growth & Income FundLarge Cap Blend EquitiesJan 3, 19951.24%
25.18%
15.42%
2.89%
87
Ashmore Emerging Markets Investment Grade Income F...Emerging Markets BondsSep 16, 20200.72%
4.06%
5.55%
94
American Funds International Growth and Income Fun...Foreign Large Cap EquitiesMar 15, 20010.93%
11.25%
9.63%
6.90%
54
Columbia Select Global Equity FundGlobal EquitiesMay 28, 19901.25%
14.61%
14.02%
8.08%
36
VY Invesco Oppenheimer Global PortfolioGlobal EquitiesApr 30, 20020.80%
7.06%
12.38%
24.55%
37
Delaware Ivy Natural Resources FundEnergy EquitiesJan 1, 19971.82%
8.56%
6.37%
0.00%
67
Hartford Multi-Asset Income FundDiversified PortfolioJul 21, 19960.74%
4.68%
6.22%
6.34%
65
Integrity High Income FundHigh Yield BondsApr 30, 20040.99%
1.68%
5.37%
5.52%
77
Hartford Dividend and Growth Fund Class ADividendJul 22, 19960.96%
11.04%
13.10%
11.31%
76
Federated Hermes Emerging Market Debt FundEmerging Markets BondsOct 1, 19961.18%
3.25%
4.04%
2.18%
86
Voya High Yield Bond FundHigh Yield BondsDec 15, 19981.04%
1.31%
4.07%
4.49%
34
Voya Intermediate Bond FundIntermediate Core-Plus BondDec 15, 19980.69%
0.79%
1.71%
3.61%
16
Asset Management Fund Large Cap Equity FundLarge Cap Blend EquitiesJun 30, 19531.71%
8.07%
11.34%
10.41%
57
Voya Balanced Income PortfolioDiversified PortfolioApr 27, 20060.60%
4.93%
6.14%
5.43%
6
Voya Multi-Manager International Equity FundForeign Large Cap EquitiesJan 6, 20110.95%
10.65%
8.02%
11.34%
39
Voya International Index PortfolioForeign Large Cap EquitiesMar 10, 20080.45%
10.26%
9.30%
4.16%
33
Voya MidCap Opportunities PortfolioMid Cap Growth EquitiesMay 5, 20000.66%
9.42%
11.93%
24.43%
8
Voya Retirement Growth PortfolioDiversified PortfolioApr 27, 20060.26%
9.19%
9.99%
27.04%
71

Rows per page

3401–3420 of 7213

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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