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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 Funds Emerging Markets Debt FundEmerging Markets BondsDec 30, 20090.87%
3.48%
3.69%
5.50%
83
Janus Henderson Global Allocation Fund - Conservat...Global AllocationDec 29, 20050.27%
5.47%
5.00%
2.22%
53
JPMorgan Income FundMultisector BondsJun 1, 20140.40%
1.60%
3.92%
6.02%
85
JPMorgan SmartRetirement Blend 2045 FundTarget Retirement DateJul 1, 20120.32%
10.74%
10.77%
2.05%
66
JPMorgan U.S. Equity FundLarge Cap Blend EquitiesSep 17, 19930.57%
4.47%
15.95%
5.60%
22
Janus Henderson Multi-Sector Income FundMultisector BondsFeb 27, 20140.69%
1.60%
4.51%
6.36%
74
Johnson Municipal Income FundMunicipal BondsMay 15, 19940.65%
1.52%
1.43%
2.75%
66
JPMorgan Mid Cap Value Fund Class R6Mid Cap Value EquitiesNov 13, 19970.60%
12.14%
19.00%
37
JPMorgan Income Builder Fund Class AGlobal AllocationMay 31, 20070.75%
5.81%
5.93%
5.05%
57
JPMorgan Income Builder FundDiversified PortfolioMay 30, 20070.60%
5.87%
6.11%
5.18%
58
JPMorgan SmartRetirement Blend 2050 FundTarget Retirement DateJul 1, 20120.33%
11.44%
11.14%
2.01%
65
JPMorgan International Equity Fund Class R6Foreign Large Cap EquitiesDec 1, 20100.50%
9.69%
9.43%
6.11%
22
Janus Henderson Growth And Income FundLarge Cap Blend EquitiesMay 15, 19910.75%
9.89%
13.79%
13.74%
44
Janus Henderson Global Life Sciences FundHealth & Biotech EquitiesDec 30, 19980.80%
11.43%
12.08%
4.10%
91
Janus Henderson Global Technology and Innovation F...Technology EquitiesDec 31, 19980.79%
26.29%
23.84%
10.63%
49
Janus Henderson High-Yield FundHigh Yield BondsDec 29, 19950.76%
3.03%
4.95%
6.36%
77
Janus Henderson Overseas FundForeign Large Cap EquitiesMay 2, 19940.95%
14.32%
12.27%
1.12%
64
Janus Henderson Research FundLarge Cap Growth EquitiesMay 3, 19930.66%
4.55%
16.37%
11.42%
14
Janus Henderson Global Allocation Fund - GrowthGlobal AllocationDec 29, 20050.26%
9.51%
8.65%
6.10%
50
Janus Henderson Global Allocation Fund - ModerateGlobal AllocationDec 29, 20050.25%
7.54%
6.84%
5.49%
51

Rows per page

3701–3720 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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