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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 134 Small Cap Value Equities mutual funds.

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


Category: Small Cap Value Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
ABYSX
AB Discovery Value FundSmall Cap Value EquitiesMar 29, 20010.83%
4.86%
7.62%
6.47%
Adirondack Small Cap FundSmall Cap Value EquitiesApr 6, 20051.43%
6.64%
6.57%
0.00%
American Century Small Cap Dividend FundSmall Cap Value EquitiesApr 4, 20221.13%
4.58%
1.80%
Ancora MicroCap FundSmall Cap Value EquitiesSep 2, 20081.74%
3.27%
6.46%
4.43%
AMG River Road Small-Mid Cap Value FundSmall Cap Value EquitiesMar 29, 20071.27%
5.91%
9.56%
3.67%
AMG River Road Small Cap Value FundSmall Cap Value EquitiesJun 28, 20051.35%
5.11%
9.09%
4.55%
American Century Small Cap Value FundSmall Cap Value EquitiesJul 31, 19981.09%
2.97%
9.30%
0.93%
Aegis Value FundSmall Cap Value EquitiesMay 15, 19981.50%
11.32%
10.75%
2.00%
American Beacon Small Cap Value FundSmall Cap Value EquitiesDec 31, 19980.81%
4.05%
7.94%
4.72%
Avantis U.S. Small Cap Value FundSmall Cap Value EquitiesDec 4, 20190.25%
4.92%
1.50%
Acclivity Small Cap Value FundSmall Cap Value EquitiesDec 31, 20183.64%
2.09%
0.98%
Bridgeway Omni Small-Cap Value FundSmall Cap Value EquitiesAug 31, 20110.60%
0.05%
8.27%
8.55%
Boston Partners Small Cap Value Fund IISmall Cap Value EquitiesJul 1, 19981.24%
5.24%
6.54%
12.61%
Boston Partners Small Cap Value Fund Class ISmall Cap Value EquitiesJul 25, 20000.99%
5.35%
6.83%
12.12%
Bridgeway Ultra Small Company Market FundSmall Cap Value EquitiesJul 31, 19970.78%
1.77%
5.60%
0.88%
Bridgeway Small Cap Value FundSmall Cap Value EquitiesOct 31, 20030.83%
1.14%
9.83%
2.61%
Bridgeway Ultra Small Company FundSmall Cap Value EquitiesAug 5, 19941.26%
2.17%
5.92%
4.87%
Brandes Small Cap Value FundSmall Cap Value EquitiesJan 2, 20180.91%
12.44%
2.60%
CornerCap Small-Cap Value FundSmall Cap Value EquitiesSep 30, 19921.30%
3.34%
8.88%
1.10%
Columbia Small Cap Value Fund ISmall Cap Value EquitiesJul 25, 19861.26%
3.06%
8.56%
7.34%

1–20 of 134

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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