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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
ProFunds Technology UltraSector FundLeveraged Equities, LeveragedJun 18, 20001.48%
-9.41%
23.83%
3.55%
44
Templeton Growth Fund, Inc.Global EquitiesNov 28, 19541.05%
-4.92%
6.61%
15.13%
35
Touchstone Global ESG Equity FundForeign Large Cap EquitiesDec 18, 19971.16%
0.33%
10.77%
4.38%
51
TIAA-CREF Emerging Markets Equity Index FundEmerging Markets DiversifiedAug 30, 20100.19%
3.85%
8.08%
2.72%
85
Tactical Growth Allocation FundMultistrategyJun 9, 20191.96%
-3.40%
0.00%
28
T. Rowe Price Floating Rate Fund Class IBank LoanNov 29, 20160.63%
-0.88%
6.58%
90
TFA Quantitative FundTactical AllocationMay 17, 20201.98%
-5.58%
10.76%
19
TFA Tactical Income FundNontraditional BondsJun 9, 20191.97%
-0.83%
2.18%
39
American Beacon TwentyFour Sustainable Short Term ...Short-Term BondFeb 18, 20200.57%
-0.49%
3.57%
92
Taylor Frigon Core Growth FundSmall Cap Growth EquitiesDec 27, 20161.45%
-9.40%
0.00%
20
SEI Institutional Managed Trust Tax-Free Conservat...Municipal BondsApr 21, 20160.13%
0.32%
2.31%
99
Templeton Institutional Fund International Equity ...Foreign Large Cap EquitiesOct 17, 19900.83%
6.21%
8.30%
40.34%
76
Touchstone Focused FundLarge Cap Blend EquitiesFeb 12, 19990.86%
-6.09%
12.77%
2.58%
23
American Beacon TwentyFour Strategic Income FundMultisector BondsApr 2, 20171.09%
-0.63%
4.63%
79
Timothy Plan Fixed Income FundIntermediate Core BondJul 14, 19991.34%
0.08%
0.73%
3.05%
28
TwentyFour Income Fund LimitedMortgage Backed Securities
-3.51%
0.43%
0.10%
2
TIAA-CREF Lifecycle Index 2065 FundTarget Retirement DateSep 29, 20200.11%
-0.95%
2.46%
63
Transamerica Floating Rate FundBank LoanOct 30, 20130.80%
-0.63%
4.00%
7.17%
81
Templeton Institutional Foreign Smaller Companies ...Foreign Small & Mid Cap EquitiesOct 20, 20021.02%
3.24%
4.49%
69.52%
36
TIAA-CREF Lifecycle 2050 FundTarget Retirement DateNov 29, 20070.22%
-1.93%
10.36%
7.49%
55

Rows per page

6501–6520 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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