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 Multi-Index Lifestyle Balanced ...Diversified PortfolioDec 29, 20130.38%
0.39%
7.40%
2.28%
73
John Hancock Funds II Core Bond FundIntermediate Core BondOct 14, 20050.66%
0.11%
1.33%
2.78%
19
John Hancock Funds Multi-Index 2060 Lifetime Portf...Target Retirement DateMar 29, 20160.01%
-0.05%
3.55%
76
John Hancock Funds II Equity Income FundLarge Cap Value EquitiesOct 14, 20050.76%
1.95%
4.55%
1.34%
1
JPMorgan U.S. GARP Equity Fund Class ALarge Cap Growth EquitiesFeb 22, 20050.84%
-7.33%
16.46%
8.20%
45
John Hancock Opportunistic Fixed Income FundGlobal BondsOct 13, 20050.85%
-0.15%
2.07%
2.62%
48
John Hancock Investment Grade Bond Fund Class R4Intermediate Core BondApr 27, 20150.64%
-0.44%
1.70%
3.80%
20
John Hancock Funds International Growth Fund Class...Foreign Large Cap EquitiesMar 27, 20150.89%
-0.48%
9.23%
0.17%
65
John Hancock Funds Multi-Index Lifestyle Aggressiv...Diversified PortfolioDec 29, 20130.27%
0.86%
10.55%
4.95%
75
JPMorgan U.S. Sustainable Leaders FundLarge Cap Blend EquitiesFeb 28, 20030.39%
-6.69%
13.10%
10.58%
36
John Hancock International Dynamic Growth FundForeign Large Cap EquitiesMay 2, 20190.95%
4.32%
2.82%
61
JPMorgan SmartRetirement Blend Income FundTarget Retirement DateJul 1, 20120.27%
0.20%
6.71%
3.13%
76
John Hancock Funds II Multimanager Lifestyle Aggre...Diversified PortfolioOct 13, 20050.15%
0.07%
8.82%
1.87%
10
John Hancock Funds II Multimanager Lifestyle Balan...Diversified PortfolioOct 13, 20050.20%
0.07%
6.69%
2.58%
13
John Hancock Funds II Multimanager Lifestyle Conse...Diversified PortfolioOct 13, 20050.24%
-0.65%
4.17%
3.39%
70
John Hancock Funds II Multimanager Lifestyle Growt...Diversified PortfolioOct 13, 20050.17%
0.21%
7.82%
2.38%
12
John Hancock Funds II Multimanager Lifestyle Moder...Diversified PortfolioOct 13, 20050.21%
-0.16%
5.48%
2.99%
30
John Hancock Funds Strategic Income Opportunities ...Multisector BondsJan 3, 20100.76%
-0.25%
2.71%
3.50%
74
JHancock Real Estate Securities FundREITOct 14, 20050.85%
5.83%
5.12%
0.00%
15
John Hancock Funds II Multimanager 2010 Lifetime P...Target Retirement DateOct 29, 20060.42%
0.76%
5.32%
5.75%
81

Rows per page

3781–3800 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...