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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
John Hancock Variable Insurance Trust 500 Index Tr...Large Cap Blend EquitiesNov 4, 20120.30%
9.79%
2.33%
63
Janus Henderson Global Life Sciences Fund Class AHealth & Biotech EquitiesDec 31, 19980.98%
11.32%
12.02%
4.09%
91
Janus Henderson Forty Fund Class DLarge Cap Growth EquitiesDec 31, 20090.63%
2.97%
12.72%
11
JPMorgan Growth Advantage FundLarge Cap Growth EquitiesMay 1, 20061.54%
2.03%
18.05%
16.88%
11
JPMorgan Growth Advantage Fund Class ALarge Cap Growth EquitiesMay 1, 20060.74%
2.41%
19.21%
11.50%
11
John Hancock Funds Global Equity FundGlobal EquitiesMay 15, 20130.98%
6.68%
10.16%
7.92%
26
Nuveen Global High Income FundHigh Yield BondsNov 24, 20141.68%
5.25%
8.21%
9.81%
12
JPMorgan Income Fund Class AMultisector BondsJun 2, 20140.65%
1.48%
3.90%
5.78%
84
Janus Henderson Growth and Income Fund Class ILarge Cap Blend EquitiesMay 15, 19910.71%
9.91%
13.95%
13.76%
44
Janus Henderson VIT Global Technology and Innovati...Technology EquitiesJan 17, 20000.72%
25.76%
24.06%
11.17%
49
Janus Henderson Triton Fund Class NSmall Cap Growth EquitiesMay 31, 20120.67%
17.05%
11.05%
9.28%
51
JPMorgan Growth Advantage FundLarge Cap Growth EquitiesDec 23, 20130.55%
2.56%
19.46%
10.78%
12
John Hancock Global Shareholder Yield FundGlobal EquitiesFeb 28, 20070.84%
17.51%
9.97%
11.35%
90
JHancock Multi-Asset Absolute Return FundTactical AllocationDec 18, 20111.26%
2.32%
3.27%
0.00%
9
John Hancock Bond Fund Class IIntermediate Core-Plus BondNov 9, 19730.46%
0.75%
2.39%
4.63%
24
John Hancock Variable Insurance Trust Lifestyle Ba...Diversified PortfolioOct 31, 20130.12%
5.90%
7.79%
60
John Hancock Bond Fund Class R6Intermediate Core-Plus BondSep 4, 20010.35%
0.80%
2.32%
4.73%
24
John Hancock Variable Insurance Trust Lifestyle Co...Diversified PortfolioOct 31, 20130.13%
2.93%
3.48%
51
JPMorgan Hedged Equity Fund Class IHedge FundDec 13, 20130.58%
-1.74%
8.92%
0.56%
13
John Hancock Income FundMultisector BondsAug 17, 19860.80%
0.91%
2.07%
4.24%
26

Rows per page

3621–3640 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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