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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
AQR Long-Short Equity NLong-ShortJul 16, 20135.18%
-1.85%
11.42%
1.67%
93
AQR LSE Fusion Fund Class ILong-ShortJun 25, 20256.30%
-9.89%
0.24%
AQR LSE Fusion Fund Class NLong-ShortJun 25, 20256.55%
-9.90%
0.15%
AQR LSE Fusion Fund Class R6Long-ShortJun 25, 20256.20%
-9.81%
0.25%
AQR MS Fusion Fund Class IMultistrategyJun 25, 20253.55%
-5.14%
0.49%
AQR MS Fusion Fund Class NMultistrategyJun 25, 20253.80%
-5.24%
0.39%
AQR MS Fusion Fund Class R6MultistrategyJun 25, 20253.45%
-5.14%
0.50%
Invesco Advantage International FundForeign Large Cap EquitiesAug 27, 20150.64%
3.76%
7.90%
3.17%
73
AQR Managed Futures Strategy HV FundSystematic TrendJul 15, 20131.65%
14.82%
5.01%
1.78%
85
AQR Managed Futures Strategy HV Fund Class NSystematic TrendJul 16, 20134.12%
14.73%
4.75%
1.65%
85
Quantified Market Leaders FundTactical AllocationAug 8, 20131.30%
-1.06%
8.45%
1.39%
18
AQR Equity Market Neutral Fund Class IEquity Market NeutralOct 7, 20145.48%
-2.80%
6.41%
1.45%
74
AQR Equity Market Neutral Fund NEquity Market NeutralOct 7, 20145.28%
-2.79%
6.14%
1.29%
73
AQR Trend Total Return Fund Class ISystematic TrendDec 16, 20211.27%
7.90%
0.99%
90
AQR Trend Total Return FundSystematic TrendDec 16, 20211.52%
7.86%
0.80%
90
Federated Hermes MDT Market Neutral Fund Instituti...Equity Market NeutralSep 30, 20081.86%
1.50%
1.72%
59
Nuveen NASDAQ 100 Dynamic Overwrite FundLarge Cap Growth EquitiesJan 30, 20070.92%
-0.91%
11.88%
8.30%
66
Quantified Rising Dividend Tactical FundLarge Cap Blend EquitiesApr 13, 20211.59%
-1.01%
0.36%
6
TIAA Real Estate AccountREITOct 2, 19950.90%
0.61%
0.00%
99
AQR Alternative Risk Premia FundMultistrategySep 18, 20171.40%
10.92%
1.30%
76

Rows per page

5621–5640 of 7477

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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