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The Best Small Cap Blend Equities Mutual Funds

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


Category is Small Cap Blend Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Gabelli Small Cap Growth FundSmall Cap Blend EquitiesOct 22, 19911.38%
2.99%
10.07%
3.87%
35
Goldman Sachs Small Cap Equity Insights FundSmall Cap Blend EquitiesAug 15, 19970.84%
3.02%
12.14%
10.23%
70
Nationwide Small Cap Index FundSmall Cap Blend EquitiesDec 29, 19990.68%
1.37%
9.43%
2.46%
53
GuideMark Small/Mid Cap Core FundSmall Cap Blend EquitiesJun 29, 20011.17%
1.01%
10.33%
6.84%
35
Glenmede Quantitative U.S. Small Cap Equity Portfo...Small Cap Blend EquitiesNov 13, 20170.85%
2.86%
2.87%
63
GuideStone Funds Small Cap Equity FundSmall Cap Blend EquitiesAug 27, 20010.91%
0.29%
9.14%
11.27%
27
Goldman Sachs Small Cap Value FundSmall Cap Blend EquitiesOct 22, 19921.28%
4.86%
10.77%
21.43%
47
Glenmede Small Cap Equity PortfolioSmall Cap Blend EquitiesMar 1, 19910.92%
-1.72%
8.36%
8.35%
9
AMG GW&K Small Cap Core FundSmall Cap Blend EquitiesDec 10, 19961.30%
0.75%
9.10%
0.00%
9
Harbor Small Cap Value FundSmall Cap Blend EquitiesDec 14, 20010.87%
12.62%
10.69%
3.03%
65
Hodges Small Cap FundSmall Cap Blend EquitiesDec 18, 20071.36%
5.51%
13.67%
7.24%
36
Hennessy Cornerstone Growth FundSmall Cap Blend EquitiesNov 1, 19961.34%
1.74%
11.30%
0.00%
20
Homestead Small Company Stock FundSmall Cap Blend EquitiesMar 4, 19981.06%
1.13%
6.44%
10.76%
22
Voya Russell Small Cap Index PortfolioSmall Cap Blend EquitiesMar 10, 20080.45%
1.52%
9.53%
12.12%
36
VY JPMorgan Small Cap Core Equity PortfolioSmall Cap Blend EquitiesMay 1, 20021.11%
-0.07%
10.84%
14.65%
12
Voya Index Plus SmallCap PortfolioSmall Cap Blend EquitiesDec 19, 19970.60%
3.77%
9.15%
5.51%
29
Voya Small Company PortfolioSmall Cap Blend EquitiesDec 27, 19960.90%
-3.06%
7.91%
16.50%
12
Delaware Ivy Smid Cap Core FundSmall Cap Blend EquitiesJan 31, 19971.14%
1.84%
9.65%
1.88%
36
John Hancock Small Cap Core FundSmall Cap Blend EquitiesDec 20, 20130.98%
0.87%
9.19%
4.49%
12
John Hancock Variable Insurance Trust Small Cap In...Small Cap Blend EquitiesMay 1, 20000.53%
1.49%
7.04%
38

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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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