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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
Allspring Emerging Markets Equity FundEmerging Markets DiversifiedSep 5, 19941.43%
24.43%
9.75%
1.45%
76
Ashmore Emerging Markets Total Return FundEmerging Markets BondsDec 7, 20101.02%
2.27%
0.99%
7.30%
60
MFS Emerging Markets Debt Local Currency FundEmerging Markets BondsSep 14, 20110.85%
0.81%
3.29%
3.39%
23
ClearBridge Energy Midstream Opportunity FundMLPs, Energy EquitiesJun 10, 201113.90%
15.91%
7.00%
8.69%
24
Eaton Vance Municipal Opportunities FundMunicipal BondsMay 30, 20110.67%
2.34%
2.43%
3.49%
85
UBS Emerging Markets Equity Opportunity FundEmerging Markets DiversifiedMay 30, 20180.19%
28.42%
1.49%
91
Ashmore Emerging Markets Active Equity FundEmerging Markets DiversifiedOct 31, 20161.02%
13.16%
4.24%
43
Emerging Markets Growth Fund, Inc.Emerging Markets DiversifiedMay 29, 19860.76%
20.92%
9.79%
3.28%
70
JPMorgan Emerging Markets Research Enhanced Equity...Emerging Markets DiversifiedDec 10, 20180.35%
25.71%
2.93%
80
Shelton Emerging Markets FundEmerging Markets DiversifiedMar 19, 19971.77%
20.75%
13.55%
71
Transamerica Emerging Markets Debt FundEmerging Markets BondsAug 30, 20110.85%
5.12%
4.64%
5.87%
88
Vest U.S. Large Cap 20% Buffer Strategies Fund Ins...Defined OutcomeDec 21, 20160.95%
3.77%
0.00%
84
Cullen Enhanced Equity Income FundDerivative IncomeDec 14, 20150.75%
9.83%
7.51%
5.60%
38
SEI Institutional Investments Trust Opportunistic ...Ultrashort BondDec 13, 20060.23%
1.77%
4.21%
5.91%
99
ProFunds UltraSector Oil & Gas FundLeveraged EquitiesJun 18, 20001.51%
31.64%
6.53%
2.10%
32
ERShares Global Entrepreneurs™Global EquitiesNov 10, 20101.29%
-9.29%
10.35%
0.05%
3
Eaton Vance Enhanced Equity Income Fund IIDerivative IncomeJan 26, 20051.09%
-4.73%
13.41%
8.54%
3
EP Emerging Markets Small Companies FundEmerging Markets DiversifiedNov 30, 20101.75%
0.77%
5.54%
1.94%
17
EuroPac International Dividend Income FundForeign Large Cap EquitiesJan 9, 20141.25%
6.30%
10.05%
7.27%
77
EuroPac International Dividend Income Fund Class AForeign Large Cap Equities, DividendJan 10, 20141.52%
6.18%
9.75%
6.31%
76

Rows per page

1441–1460 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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