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
TIAA-CREF Lifecycle 2045 FundTarget Retirement DateNov 29, 20070.23%
-1.75%
10.17%
7.96%
56
Goldman Sachs TacticalTiltOverlayFundTactical AllocationJul 30, 20140.68%
0.37%
3.00%
72
TIAA-CREF Lifecycle Index 2055 FundTarget Retirement DateApr 28, 20110.10%
-0.93%
11.19%
2.80%
63
Nuveen Lifecycle Index 2055 Fund Retirement ClassTarget Retirement DateApr 29, 20110.35%
-1.01%
10.94%
2.56%
63
T. Rowe Price Total Return Fund Class IGlobal AllocationSep 28, 20010.37%
-6.11%
17.52%
53.61%
80
TIAA-CREF Lifecycle 2055 FundTarget Retirement DateApr 28, 20110.22%
-1.92%
10.48%
6.64%
54
Templeton Global Total Return FundNontraditional BondsSep 29, 20080.89%
-0.89%
0.68%
6.89%
74
T. Rowe Price U.S. High Yield FundHigh Yield BondsApr 30, 20130.61%
-0.93%
4.72%
6.81%
78
Toews Unconstrained Income FundNontraditional BondsAug 27, 20131.25%
0.31%
2.03%
4.18%
85
Transamerica Unconstrained BondNontraditional BondsDec 7, 20140.80%
-0.74%
3.60%
6.08%
77
Thornburg Small/Mid Cap Core FundLarge Cap Blend EquitiesOct 2, 19951.31%
4.77%
8.42%
0.00%
24
TIAA-CREF Lifecycle Index 2060 FundTarget Retirement DateSep 25, 20140.10%
-0.94%
11.31%
2.63%
63
Touchstone Value FundLarge Cap Value EquitiesSep 10, 19980.83%
-0.56%
11.54%
13.92%
22
Touchstone Small Cap Value FundSmall Cap Value EquitiesMar 4, 20021.38%
6.45%
9.30%
0.51%
48
Guggenheim Directional Allocation FundLarge Cap Growth EquitiesJun 18, 20121.09%
-4.09%
8.84%
10.05%
42
Thrivent International Allocation FundForeign Large Cap EquitiesFeb 29, 20081.20%
2.15%
7.13%
6.45%
71
American Century Balanced FundDiversified PortfolioOct 19, 19880.91%
-2.99%
7.57%
1.70%
33
American Century Growth FundLarge Cap Growth EquitiesJun 30, 19710.94%
-9.48%
15.05%
18.93%
23
American Century Select FundLarge Cap Growth EquitiesJun 30, 19710.94%
-7.87%
15.08%
10.89%
29
American Century Ultra FundLarge Cap Growth EquitiesNov 2, 19810.93%
-7.80%
16.31%
12.55%
22

Rows per page

6761–6780 of 7475

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...