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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.

Mutual Fund Screener

7224 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
American Century Investments Focused Dynamic Growt...Large Cap Growth EquitiesMay 31, 20060.85%
5.91%
19.22%
7.13%
29
Invesco Growth and Income FundLarge Cap Value EquitiesAug 1, 19460.80%
8.11%
11.37%
7.76%
55
AB Income FundIntermediate Core-Plus BondAug 28, 19870.54%
0.47%
2.18%
4.93%
22
American Century High Income Fund Class GHigh Yield BondsMay 19, 2022
1.44%
7.34%
81
Advisors Capital International FundForeign Large Cap EquitiesNov 1, 20241.88%
0.74%
15.18%
6
American Century Growth Fund G ClassLarge Cap Growth EquitiesMar 1, 20220.01%
4.95%
15.20%
24
American Century Equity Income Fund Class ILarge Cap Value EquitiesJul 8, 19980.72%
7.40%
8.93%
10.86%
55
Columbia Acorn International FundForeign Small & Mid Cap EquitiesSep 22, 19920.97%
7.56%
4.68%
4.74%
6
AB Corporate Income SharesCorporate BondsDec 11, 20060.00%
0.98%
3.02%
5.06%
31
American Century Inflation-Adjusted Bond FundInflation-Protected BondsFeb 9, 19970.46%
1.24%
2.63%
6.03%
28
Alger Capital Appreciation Fund Institutional Clas...Large Cap Growth EquitiesOct 14, 20160.88%
17.34%
5.70%
43
American Century Mid Cap Value Fund A ClassMid Cap Value EquitiesMar 31, 20041.22%
8.66%
8.70%
13.74%
32
Absolute Capital Defender FundTactical AllocationDec 17, 20152.70%
5.49%
4.54%
3.13%
54
American Century Mid Cap Value FundMid Cap Value EquitiesMar 31, 20040.97%
8.82%
8.99%
14.00%
33
abrdn Income Credit Strategies FundMultisector BondsJan 27, 20111.97%
4.61%
6.06%
17.65%
7
Columbia Acorn FundMid Cap Growth EquitiesJun 10, 19700.83%
19.17%
9.99%
0.88%
35
Advisors Capital Small/Mid Cap FundSmall Cap Growth EquitiesMar 18, 20211.95%
-2.74%
0.00%
4
American Century Short Duration FundShort-Term BondNov 30, 20060.57%
0.65%
2.29%
4.39%
78
Invesco Comstock FundLarge Cap Value EquitiesOct 7, 19680.80%
9.89%
12.76%
8.04%
64
Invesco High Yield Municipal FundHigh Yield MuniJan 1, 19861.39%
2.88%
2.72%
5.32%
67

Rows per page

81–100 of 7224

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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