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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
John Hancock Variable Insurance Trust Managed Vola...Diversified PortfolioJan 6, 19970.18%
-0.20%
1.94%
3.81%
43
John Hancock Variable Insurance Trust Managed Vola...Diversified PortfolioJan 6, 19970.18%
-0.68%
5.12%
8.26%
32
John Hancock Variable Insurance Trust Managed Vola...Diversified PortfolioJan 6, 19970.17%
-0.57%
3.71%
5.33%
38
JPMorgan Emerging Markets Debt FundEmerging Markets BondsApr 16, 19970.83%
-1.42%
3.10%
5.59%
81
John Hancock Emerging Markets Equity FundEmerging Markets DiversifiedJun 15, 20150.97%
0.63%
6.09%
2.02%
55
JPMorgan Emerging Markets Equity Fund Class IEmerging Markets Equities0.99%
6.32%
9.79%
1.18%
94
John Hancock Variable Insurance Trust Mid Value Tr...Mid Cap Value EquitiesApr 28, 20050.93%
4.71%
21.63%
18
JPMorgan Emerging Markets Equity Fund Class R6Emerging Markets EquitiesDec 23, 20130.74%
6.38%
10.02%
1.34%
91
Johnson Enhanced Return FundLarge Cap Blend EquitiesDec 30, 20050.35%
-3.89%
13.00%
20.25%
62
Jensen Quality Growth FundLarge Cap Blend EquitiesAug 3, 19920.81%
-9.34%
8.26%
42.49%
5
JPMorgan Equity Premium Income Fund Class ADerivative Income, DividendAug 31, 20180.85%
0.88%
8.04%
57
JPMorgan Equity Premium Income Fund Class IDerivative IncomeAug 31, 20180.63%
0.95%
8.28%
60
John Hancock Variable Insurance Trust Fundamental ...Large Cap Growth EquitiesMay 4, 20030.76%
-7.58%
13.33%
15
Johnson Equity Income FundLarge Cap Blend EquitiesDec 30, 20051.00%
-1.99%
11.40%
4.27%
37
Janus Henderson Global Real Estate FundREITNov 27, 20071.03%
4.31%
5.76%
3.13%
49
John Hancock Variable Insurance Trust Small Cap St...Small Cap Growth EquitiesMay 1, 20051.12%
-3.81%
0.07%
17
John Hancock Variable Insurance Trust Small Cap In...Small Cap Blend EquitiesMay 1, 20000.53%
2.64%
6.96%
34
John Hancock Variable Insurance Trust Science & Te...Technology EquitiesDec 31, 19961.04%
-4.80%
23.07%
51
John Hancock Variable Insurance Trust Small Cap Va...Small Cap Value EquitiesApr 28, 20051.04%
1.71%
11.53%
10
John Hancock Variable Insurance Trust Total Stock ...Large Cap Blend EquitiesMay 1, 20000.49%
-2.82%
2.79%
42

Rows per page

3721–3740 of 7478

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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