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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
Fidelity Freedom Income FundTarget Retirement DateOct 17, 19960.47%
4.65%
4.63%
2.96%
72
Fidelity Freedom 2010 FundTarget Retirement DateOct 17, 19960.49%
5.06%
6.09%
4.67%
74
Fidelity Freedom 2020 FundTarget Retirement DateOct 17, 19960.58%
6.78%
7.82%
7.59%
72
Fidelity Freedom 2030 FundTarget Retirement DateOct 17, 19960.61%
8.57%
10.02%
6.06%
72
Fidelity Freedom 2040 FundTarget Retirement DateSep 6, 20000.66%
11.43%
12.58%
6.39%
74
Fidelity Freedom 2045 FundTarget Retirement DateJun 1, 20060.75%
12.61%
12.98%
5.84%
74
Fidelity Freedom 2050 FundTarget Retirement DateJun 1, 20060.75%
12.72%
13.00%
5.31%
73
Fidelity Advisor Freedom 2045 Fund Class ITarget Retirement DateJun 1, 20060.75%
11.34%
12.63%
7.03%
59
Fidelity Advisor Freedom 2045 Fund Class CTarget Retirement DateJun 1, 20061.75%
10.71%
11.49%
7.01%
52
Fidelity Advisor Freedom 2050 Fund Class ATarget Retirement DateJun 1, 20061.00%
11.21%
12.34%
6.63%
57
Fidelity Advisor Freedom 2050 Fund Class ITarget Retirement DateJun 1, 20060.75%
11.39%
12.66%
6.57%
58
Fidelity Advisor Freedom 2050 Fund Class MTarget Retirement DateJun 1, 20061.25%
11.10%
12.07%
6.59%
54
Fidelity Advisor Freedom 2045 Fund Class MTarget Retirement DateJun 1, 20061.25%
11.05%
12.06%
7.10%
56
Fidelity Advisor Freedom 2050 Fund Class CTarget Retirement DateJun 1, 20061.75%
10.84%
12.05%
6.51%
52
Fidelity Advisor Freedom 2045 Fund Class ATarget Retirement DateJun 1, 20061.00%
11.10%
12.23%
7.11%
56
Fidelity Advisor Global Commodity Stock Fund Class...CommoditiesMar 25, 20091.23%
12.45%
12.23%
1.99%
69
Fidelity Global Commodity Stock FundCommoditiesMar 25, 20090.94%
12.61%
12.48%
2.24%
72
Fidelity Advisor Global Commodity Stock Fund Class...CommoditiesMar 25, 20090.93%
12.58%
12.54%
2.16%
70
Fidelity Advisor Global Commodity Stock Fund Class...CommoditiesMar 25, 20091.52%
12.35%
11.95%
1.80%
68
Fidelity Freedom Index Income Fund Institutional P...Target Retirement DateOct 2, 20090.08%
3.73%
4.31%
3.23%
72

Rows per page

1901–1920 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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