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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
Voya Large Cap Value FundLarge Cap Value EquitiesDec 18, 20071.10%
-2.78%
11.65%
7.96%
22
Invesco EQV International Small Company FundForeign Small & Mid Cap EquitiesAug 30, 20001.49%
-0.57%
7.91%
14.03%
50
T. Rowe Price Institutional Emerging Markets Equit...Emerging Markets DiversifiedOct 30, 20021.06%
4.77%
6.41%
2.32%
81
Voya Multi-Manager Emerging Markets Equity FundEmerging Markets DiversifiedOct 10, 20111.15%
6.39%
9.19%
5.65%
89
Voya Large Cap Growth PortfolioLarge Cap Growth EquitiesMay 3, 20040.92%
-9.02%
13.91%
13.38%
23
Sit ESG Growth FundGlobal EquitiesJun 30, 20161.00%
-3.58%
1.23%
57
Columbia Global Value FundGlobal EquitiesMar 19, 19951.13%
0.40%
9.81%
10.67%
81
Delaware Ivy Energy FundEnergy EquitiesApr 2, 20061.28%
15.43%
2.42%
0.75%
96
American Funds Income Fund of America Class F1Global AllocationDec 1, 19730.63%
3.40%
8.37%
9.64%
86
The India FundEmerging Markets EquitiesFeb 25, 19940.01%
-13.06%
7.35%
19.05%
1
Independent Franchise Part Equity FundLarge Cap Blend EquitiesDec 20, 20110.68%
-8.43%
12.77%
10.71%
25
Voya International High Dividend Low Volatility Po...Foreign Large Cap EquitiesJan 2, 20060.72%
5.59%
8.92%
43.84%
93
Voya Global Advantage and Premium Opportunity FundGlobal AllocationOct 26, 20050.01%
1.15%
9.76%
11.53%
50
American Funds International Growth and Income Fun...Foreign Large Cap EquitiesOct 1, 20080.91%
2.72%
8.93%
8.02%
89
Voya Global Bond FundGlobal BondsJun 29, 20060.65%
-2.02%
0.62%
3.10%
6
Voya Global Equity Dividend and Premium Opportunit...Global Equity IncomeMar 28, 20050.02%
3.52%
8.96%
11.27%
64
American Funds International Growth and Income Fun...Global EquitiesOct 1, 20080.65%
2.81%
9.20%
8.27%
83
Voya Global High Dividend Low Volatility PortfolioGlobal EquitiesJan 27, 20081.10%
2.00%
8.72%
13.19%
48
Integrity ESG Growth & Income FundLarge Cap Blend EquitiesJan 3, 19951.24%
3.24%
13.61%
3.51%
75
Ashmore Emerging Markets Investment Grade Income F...Emerging Markets BondsSep 16, 20200.72%
0.39%
7.05%
95

Rows per page

3501–3520 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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