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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
JPMorgan International Equity Fund Class R6Foreign Large Cap EquitiesDec 1, 20100.50%
2.36%
8.84%
6.55%
58
Janus Henderson Growth And Income FundLarge Cap Blend EquitiesMay 15, 19910.75%
-3.57%
12.66%
15.36%
79
Janus Henderson Global Life Sciences FundHealth & Biotech EquitiesDec 30, 19980.80%
-3.19%
10.90%
4.71%
70
Janus Henderson Global Technology and Innovation F...Technology EquitiesDec 31, 19980.79%
-5.02%
20.80%
14.13%
74
Janus Henderson High-Yield FundHigh Yield BondsDec 29, 19950.76%
-0.43%
4.97%
6.08%
91
Janus Henderson Overseas FundForeign Large Cap EquitiesMay 2, 19940.95%
1.36%
10.67%
1.27%
86
Janus Henderson Research FundLarge Cap Growth EquitiesMay 3, 19930.66%
-9.41%
14.88%
13.18%
54
Janus Henderson Global Allocation Fund - GrowthGlobal AllocationDec 29, 20050.26%
-1.53%
7.71%
6.79%
74
Janus Henderson Global Allocation Fund - ModerateGlobal AllocationDec 29, 20050.25%
-1.12%
6.14%
5.97%
71
JPMorgan SmartRetirement 2025 FundTarget Retirement DateJul 30, 20070.25%
-0.29%
7.89%
7.27%
77
Janus Henderson Short Duration Flexible Bond FundShort-Term BondSep 1, 19920.53%
-0.31%
2.11%
4.25%
70
JPMorgan International Value FundForeign Large Cap EquitiesNov 3, 19930.63%
5.90%
10.64%
2.75%
96
JPMorgan Developed International Value Fund Class ...Foreign Large Cap EquitiesDec 1, 20100.55%
5.89%
10.76%
2.87%
95
Jensen Quality Value FundMid Cap Blend EquitiesMar 31, 20101.05%
-1.03%
11.22%
11.33%
5
JPMorgan SmartRetirement Blend 2040 FundTarget Retirement DateJul 1, 20120.30%
0.11%
9.66%
2.49%
78
JOHCM Emerging Markets Opportunities FundEmerging Markets DiversifiedNov 19, 20121.02%
1.81%
8.35%
3.95%
65
Japan Smaller Capitalization FundJapan EquitiesMar 21, 19900.02%
0.54%
9.57%
7.34%
81
JOHCM International Select FundForeign Large Cap EquitiesJul 28, 20090.98%
1.19%
7.52%
3.17%
59
JOHCM Emerging Markets Small Mid Cap Equity FundEmerging Markets DiversifiedDec 16, 20141.49%
5.64%
8.54%
12.10%
69
Johnson Opportunity FundMid Cap Blend EquitiesMay 16, 19941.00%
0.19%
8.97%
4.89%
25

Rows per page

3841–3860 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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