The Best Low Volatility Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Low Volatility mutual funds.
- Number of Funds
- 20
- Avg. Expense Ratio
- 0.65%
- Avg. Yield
- 15.69%
- Avg. 1 Year Return
- 13.51%
- Median Risk/Return Score
- 54 / 100
The Best Low Volatility Mutual Funds
20 results
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.
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5 Years
Best Low Volatility Mutual funds by Risk/Return Score
The top Low Volatility Mutual funds by PortfoliosLab Risk/Return Score are LVAFX (93) and LVAMX (85).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 93 | — | Jun 2014 | |
| LSV U.S. Managed Volatility Fund | 85 | — | Jun 2014 | |
| SEI Institutional Investments Trust Global Managed... | 85 | — | Jan 2016 | |
| Voya International High Dividend Low Volatility Po... | 73 | — | Jan 2006 | |
| USAA Global Managed Volatility Fund | 72 | — | Jul 2008 |
Best-Performing Low Volatility Mutual funds Over 5 Years
The top Low Volatility Mutual funds is IFTIX (12.01%).
Across the lineup, Low Volatility Mutual funds show an average 1-year return of 13.51% and an average 5-year return of 8.64%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Voya International High Dividend Low Volatility Po... | 12.01% | — | Jan 2006 | |
| SEI Institutional Investments Trust Global Managed... | 10.65% | — | Jan 2016 | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.18% | 2.00B | Dec 2013 | |
| USAA Global Managed Volatility Fund | 9.88% | — | Jul 2008 | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 9.30% | — | Dec 2007 |
Lowest-Cost Low Volatility Mutual funds
The top Low Volatility Mutual funds is FSUVX (0.11%).
With an average expense ratio of 0.65%, Low Volatility Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity SAI U.S. Low Volatility Index Fund | 0.11% | — | May 2015 | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | 2.00B | Dec 2013 | |
| Fidelity SAI International Low Volatility Index Fu... | 0.17% | — | May 2015 | |
| Vanguard Global Minimum Volatility Fund Investor S... | 0.21% | 2.00B | Dec 2013 | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 0.23% | — | Jan 2019 |
Highest-Yield Low Volatility Mutual funds
The top Low Volatility Mutual funds is SVYAX (84.89%).
Across the lineup, Low Volatility Mutual funds show an average dividend yield of 15.69%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| SEI Institutional Investments Trust U.S. Managed V... | 84.89% | — | Dec 2008 | |
| Voya International High Dividend Low Volatility Po... | 41.39% | — | Jan 2006 | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 23.83% | — | Dec 2007 | |
| LSV U.S. Managed Volatility Fund | 18.61% | — | Jun 2014 | |
| USAA Global Managed Volatility Fund | 17.77% | — | Jul 2008 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VMVFX vs. VOOVMVFX vs. VMNFXVMVFX vs. VXUSVMVFX vs. QLVVMVFX vs. SWPPXVMNVX vs. VOOVMNVX vs. VIGVMNVX vs. VVIAXVMNVX vs. HDVVMNVX vs. ^GSPCFULVX vs. FDLOFULVX vs. FPHAXFULVX vs. MINV.LFULVX vs. FXAIXFULVX vs. SCHKFSUVX vs. USMVFSUVX vs. FXAIXFSUVX vs. VOOFSUVX vs. ACWVFSUVX vs. AEPGXFSKLX vs. HDMVFSKLX vs. FDGRXFSKLX vs. IDMOFSKLX vs. FXAIXFSKLX vs. FDVVFGKPX vs. FHKFXFGKPX vs. FPADXFGKPX vs. VMMSXFGKPX vs. VOOFGKPX vs. EDIVSVTAX vs. VTSVTAX vs. ^GSPCSVTAX vs. VOOSVTAX vs. SCHDSVTAX vs. SGMAXMVGIX vs. CSUAXMVGIX vs. GAOAXMVGIX vs. CWGIXMVGIX vs. RPGEXMVGIX vs. AGVHXIFTIX vs. FMIJXIFTIX vs. IRVIXIFTIX vs. INGIXIFTIX vs. IGAIFTIX vs. IBGIXTMMAX vs. HDCTXTMMAX vs. RIDAXTMMAX vs. HFLGXTMMAX vs. TWEIXTMMAX vs. OAZMX