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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 Lifestyle Gr...Diversified PortfolioOct 31, 20130.11%
8.06%
9.57%
59
John Hancock High Yield FundHigh Yield BondsJun 30, 19930.90%
2.08%
4.41%
6.59%
52
John Hancock Variable Insurance Trust Lifestyle Mo...Diversified PortfolioOct 31, 20130.13%
4.90%
5.57%
58
John Hancock Bond FundIntermediate Core-Plus BondNov 9, 19730.76%
0.60%
2.11%
4.49%
22
JPMorgan Hedged Equity FundOptions TradingDec 13, 20130.83%
-1.88%
8.68%
0.31%
12
JPMorgan Hedged Equity 2 Fund Class IOptions TradingFeb 26, 20210.60%
6.00%
0.41%
53
JPMorgan Hedged Equity 3 FundOptions TradingFeb 25, 20210.60%
2.24%
0.43%
35
John Hancock High Yield Municipal Bond FundHigh Yield MuniDec 30, 19930.85%
4.25%
2.37%
5.02%
75
John Hancock Variable Insurance Trust Emerging Mar...Emerging Markets DiversifiedApr 30, 20071.06%
16.90%
0.99%
85
John Hancock Funds II Multi-Asset High Income FundDiversified PortfolioNov 13, 20140.64%
5.09%
5.43%
5.33%
77
John Hancock Funds II Blue Chip Growth FundLarge Cap Growth EquitiesOct 14, 20050.81%
-0.52%
15.04%
0.00%
3
Johnson Institutional Short Duration Bond FundShort-Term BondAug 31, 20000.25%
0.53%
2.05%
3.71%
77
Johnson Institutional Intermediate Bond FundIntermediate Core BondAug 31, 20000.25%
0.14%
2.01%
3.68%
25
Johnson Institutional Core Bond FundIntermediate Core BondAug 31, 20000.25%
0.38%
1.70%
3.95%
19
John Hancock Funds Multi-Index Lifestyle Balanced ...Diversified PortfolioDec 29, 20130.38%
7.95%
7.82%
2.40%
66
John Hancock Funds II Core Bond FundIntermediate Core BondOct 14, 20050.66%
-0.22%
1.08%
2.07%
7
John Hancock Funds Multi-Index 2060 Lifetime Portf...Target Retirement DateMar 29, 20160.01%
11.48%
3.18%
62
John Hancock Funds II Equity Income FundLarge Cap Value EquitiesOct 14, 20050.76%
15.69%
5.39%
0.53%
1
JPMorgan U.S. GARP Equity Fund Class ALarge Cap Growth EquitiesFeb 22, 20050.84%
4.06%
17.81%
7.30%
23
John Hancock Opportunistic Fixed Income FundGlobal BondsOct 13, 20050.85%
0.61%
1.81%
2.12%
14

Rows per page

3641–3660 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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