PortfoliosLab logoPortfoliosLab logo

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 Funds II Emerging Markets FundEmerging Markets DiversifiedApr 30, 20071.00%
7.96%
7.72%
10.11%
87
John Hancock Funds Fundamental All Cap Core FundLarge Cap Blend EquitiesJun 1, 20110.83%
-7.63%
13.49%
11.59%
27
JPMorgan Developed International Value Fund Class ...Foreign Large Cap EquitiesSep 28, 20011.00%
5.81%
10.24%
2.61%
96
JPMorgan SmartRetirement 2055 FundTarget Retirement DateJan 30, 20120.25%
-0.91%
10.77%
4.76%
71
John Hancock Funds Floating Rate Income FundBank LoanJan 1, 20080.78%
-1.40%
4.62%
6.31%
54
John Hancock Variable Insurance Trust 500 Index Tr...Large Cap Blend EquitiesNov 4, 20120.30%
-3.19%
2.64%
74
Janus Henderson Global Life Sciences Fund Class AHealth & Biotech EquitiesDec 31, 19980.98%
-3.23%
10.84%
4.71%
66
Nuveen Floating Rate Income FundHigh Yield BondsMar 24, 20040.02%
-2.00%
6.02%
13.63%
26
Janus Henderson Forty Fund Class DLarge Cap Growth EquitiesDec 31, 20090.63%
-10.68%
14.67%
38
JPMorgan Growth Advantage FundLarge Cap Growth EquitiesMay 1, 20061.54%
-7.42%
16.92%
18.60%
49
JPMorgan Growth Advantage Fund Class ALarge Cap Growth EquitiesMay 1, 20060.74%
-7.24%
18.06%
12.69%
34
John Hancock Funds Global Equity FundGlobal EquitiesMay 15, 20130.98%
0.86%
9.63%
8.38%
59
Nuveen Global High Income FundHigh Yield BondsNov 24, 20141.68%
1.34%
8.51%
9.94%
51
JPMorgan Income Fund Class AMultisector BondsJun 2, 20140.65%
-0.21%
4.03%
5.30%
84
Janus Henderson VIT Global Technology and Innovati...Technology EquitiesJan 17, 20000.72%
-5.01%
21.08%
9.45%
72
Janus Henderson Triton Fund Class NSmall Cap Growth EquitiesMay 31, 20120.67%
0.70%
9.88%
10.79%
41
JPMorgan Growth Advantage FundLarge Cap Growth EquitiesDec 23, 20130.55%
-7.16%
18.31%
11.91%
56
John Hancock Global Shareholder Yield FundGlobal EquitiesFeb 28, 20070.84%
6.48%
9.29%
12.63%
94
JHancock Multi-Asset Absolute Return FundTactical AllocationDec 18, 20111.26%
-2.70%
2.67%
0.00%
4
John Hancock Bond Fund Class IIntermediate Core-Plus BondNov 9, 19730.46%
-0.01%
2.60%
4.59%
24

Rows per page

3741–3760 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

Loading graphics...