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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
Janus Henderson VIT Forty PortfolioLarge Cap Growth EquitiesMay 1, 19970.77%
2.52%
16.72%
33.35%
10
Janus Henderson Contrarian FundMid Cap Blend EquitiesFeb 29, 20000.90%
21.07%
14.44%
9.17%
27
JPMorgan SmartRetirement Blend 2060 FundTarget Retirement DateAug 30, 20160.33%
11.45%
2.00%
65
Janus Henderson Forty Fund Class TLarge Cap Growth EquitiesJul 1, 20090.76%
2.92%
16.41%
12.51%
10
Janus Henderson Enterprise Fund Class TMid Cap Growth EquitiesSep 1, 19920.91%
8.77%
12.81%
6.92%
18
Janus Henderson VIT Flexible Bond PortfolioIntermediate Core-Plus BondSep 13, 19930.57%
0.46%
1.90%
5.47%
22
Janus Henderson Growth and Income Fund Class TLarge Cap Growth EquitiesMay 15, 19910.87%
9.82%
13.78%
13.65%
43
Janus Henderson Global Life Sciences Fund Class THealth & Biotech EquitiesDec 31, 19980.92%
11.37%
12.62%
4.06%
91
Janus Henderson VIT Research PortfolioLarge Cap Growth EquitiesSep 13, 19930.60%
4.36%
16.57%
18.16%
14
Janus Global Technology and Innovation FundTechnology EquitiesDec 31, 19980.91%
26.21%
25.04%
10.85%
49
Janus Henderson VIT Overseas PortfolioForeign Large Cap EquitiesMay 2, 19940.87%
14.22%
12.24%
0.90%
65
John Hancock Disciplined Value Global Long/Short F...Long-ShortDec 31, 20131.91%
10.63%
7.33%
87
JPMorgan SmartRetirement 2060 FundTarget Retirement DateAug 30, 20160.26%
9.31%
3.91%
42
John Hancock Disciplined Value Global Long/Short F...Long-ShortApr 11, 20141.54%
10.81%
7.65%
88
Jamestown Equity FundLarge Cap Blend EquitiesDec 1, 19920.98%
9.01%
14.68%
6.12%
57
Jacob Internet FundTechnology EquitiesDec 12, 19992.02%
-12.56%
9.56%
2.81%
2
Janus Henderson Research Fund Class ILarge Cap Growth EquitiesMay 3, 19930.64%
4.49%
16.86%
11.46%
14
Janus Henderson VIT Mid Cap Value PortfolioMid Cap Value EquitiesMay 1, 20030.67%
13.78%
9.32%
4.18%
40
Janus Henderson Balanced FundDiversified PortfolioAug 31, 19920.70%
3.54%
10.33%
8.52%
27
Janus Henderson Enterprise FundMid Cap Growth EquitiesSep 1, 19920.79%
8.84%
12.92%
6.90%
18

Rows per page

3541–3560 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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