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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 194 Small Cap Blend Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Small Cap Blend Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AASMX
Thrivent Small Cap Stock FundSmall Cap Blend EquitiesJul 1, 19961.07%
3.86%
8.26%
0.41%
Ancora/Thelen Small-Mid Cap FundSmall Cap Blend EquitiesJan 2, 20131.22%
5.50%
6.65%
1.79%
Aperture Discover Equity FundSmall Cap Blend EquitiesDec 30, 20194.18%
Acuitas US Microcap FundSmall Cap Blend EquitiesJul 18, 20141.50%
-0.37%
0.00%
Aristotle Small Cap Equity FundSmall Cap Blend EquitiesOct 30, 20150.90%
Nuveen Small Cap Select FundSmall Cap Blend EquitiesMay 6, 19920.99%
5.01%
8.83%
0.00%
American Century Small Company FundSmall Cap Blend EquitiesJul 31, 19980.85%
-0.67%
5.73%
0.43%
Auer Growth FundSmall Cap Blend EquitiesDec 28, 20072.37%
9.72%
6.98%
4.14%
Virtus Small-Cap FundSmall Cap Blend EquitiesJul 1, 20130.89%
5.25%
8.10%
2.19%
American Beacon Zebra Small Cap Equity FundSmall Cap Blend EquitiesJun 1, 20101.27%
BlackRock Advantage Small Cap Core FundSmall Cap Blend EquitiesMar 14, 20130.50%
2.72%
7.69%
0.94%
BlackRock Advantage Small Cap Core Fund Class KSmall Cap Blend EquitiesMar 14, 20130.45%
2.72%
0.98%
Brown Advisory Small-Cap Fundamental Value FundSmall Cap Blend EquitiesDec 31, 20081.10%
1.53%
6.96%
5.85%
Brown Advisory Sustainable Small-Cap Core FundSmall Cap Blend EquitiesSep 29, 20211.08%
0.31%
0.01%
SGI Small Cap Core FundSmall Cap Blend EquitiesOct 1, 19991.29%
0.27%
7.47%
0.00%
Boston Trust Small Cap FundSmall Cap Blend Equities1.00%
0.88%
8.95%
0.78%
MFS Blended Research Small Cap Equity FundSmall Cap Blend EquitiesSep 15, 20150.74%
-0.92%
0.78%
BlackRock Small Cap Index V.I. FundSmall Cap Blend EquitiesJun 10, 20180.21%
-0.35%
3.70%
iShares Russell Small/Mid-Cap Index FundSmall Cap Blend EquitiesAug 13, 20150.12%
2.55%
1.32%
Baird Equity Opportunity FundSmall Cap Blend EquitiesMay 1, 20121.50%
0.30%
4.34%
0.00%

1–20 of 194

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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