PortfoliosLab logo
​

The Best Small Cap Value Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 128 Small Cap Value Equities mutual funds.

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

Year-to-Date Return

0.0%10.0%

10-Year Annualized Return

0.0%10.0%

Sharpe Ratio

0.00.1

Omega ratio

0.00.1

Sortino ratio

0.00.1

Calmar ratio

0.00.1

Ulcer Index

0.0%10.0%

10Y Volatility

0.0%10.0%

Maximum Drawdown

0.0%10.0%

Dividend Yield

0.0%10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
ABYSXAB Discovery Value FundSmall Cap Value EquitiesMar 29, 20010.83%-1.5%7.0%7.7%-60.0%-0.2
ADKSXAdirondack Small Cap FundSmall Cap Value EquitiesApr 6, 20051.43%-0.4%6.4%0.0%-61.5%0.2
ANCIXAncora MicroCap FundSmall Cap Value EquitiesSep 2, 20081.74%7.7%7.7%0.0%-55.9%0.2
ARSMXAMG River Road Small-Mid Cap Value FundSmall Cap Value EquitiesMar 29, 20071.27%-2.7%7.7%5.0%-51.8%-0.1
ARSVXAMG River Road Small Cap Value FundSmall Cap Value EquitiesJun 28, 20051.35%-0.5%7.8%3.9%-54.9%0.1
ASVIXAmerican Century Small Cap Value FundSmall Cap Value EquitiesJul 31, 19981.09%-2.9%8.5%4.0%-54.9%-0.3
AVALXAegis Value FundSmall Cap Value EquitiesMay 15, 19981.50%0.1%9.1%0.2%-73.7%-0.1
AVFIXAmerican Beacon Small Cap Value FundSmall Cap Value EquitiesDec 31, 19980.81%-1.0%7.5%17.9%-61.4%-0.0
AVUVXAvantis U.S. Small Cap Value FundSmall Cap Value EquitiesDec 4, 20190.25%-2.8%12.6%8.3%-50.2%-0.1
AXVIXAcclivity Small Cap Value FundSmall Cap Value EquitiesDec 31, 20183.64%-1.1%12.3%4.5%-48.1%0.0
BOSVXBridgeway Omni Small-Cap Value FundSmall Cap Value EquitiesAug 31, 20110.60%-8.5%8.1%24.0%-57.1%-0.3
BOTSXBridgeway Omni Tax-Managed Small-Cap Value FundSmall Cap Value EquitiesDec 31, 20100.60%N/AN/AN/AN/AN/A
BPSCXBoston Partners Small Cap Value Fund IISmall Cap Value EquitiesJul 1, 19981.24%-3.4%5.7%8.0%-62.7%-0.2
BRSIXBridgeway Ultra Small Company Market FundSmall Cap Value EquitiesJul 31, 19970.78%-0.7%6.2%2.1%-61.8%-0.4
BRSVXBridgeway Small Cap Value FundSmall Cap Value EquitiesOct 31, 20030.83%-2.5%9.1%1.0%-67.6%-0.2
BRUSXBridgeway Ultra Small Company FundSmall Cap Value EquitiesAug 5, 19941.26%1.5%5.8%18.2%-68.2%0.0
BSCMXBrandes Small Cap Value FundSmall Cap Value EquitiesJan 2, 20180.91%5.7%7.9%3.8%-38.1%0.3
CSCVXCornerCap Small-Cap Value FundSmall Cap Value EquitiesSep 30, 19921.30%-3.9%8.9%10.5%-68.7%-0.2
CSMIXColumbia Small Cap Value Fund ISmall Cap Value EquitiesJul 25, 19861.26%-0.8%7.7%6.1%-56.9%-0.0
CUSIXCullen Small Cap Value FundSmall Cap Value EquitiesOct 1, 20091.00%-8.6%4.6%9.7%-45.5%-0.4

1–20 of 128

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

Loading data...