Mutual Fund Screener

Use the PortfoliosLab Mutual Fund Screener to filter mutual funds by category, asset class, expense ratio, trailing returns, and advanced risk metrics such as Sharpe ratio and maximum drawdown.

Compare funds side-by-side, review historical performance in one table, and add them directly to your portfolio for optimization.

No active filters, add you first filter to start

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
RWCEX	Redwheel Global Emerging Equity Fund	Emerging Markets Diversified	Dec 29, 2016	1.22%	3.80%	—	0.92%	80
RWDIX	Redwood Managed Volatility Fund	Nontraditional Bonds	Dec 18, 2013	1.56%	-0.23%	2.11%	5.04%	55
RWGIX	Wedgewood Fund	Large Cap Growth Equities	Sep 30, 2010	0.95%	-5.70%	7.19%	12.19%	8
RWIGX	Capital World Growth and Income Fund Class R-6	Global Equities	Mar 26, 1993	0.41%	0.11%	11.15%	10.89%	78
RWIIX	Redwood AlphaFactor Tactical International Fund	Foreign Large Cap Equities	Nov 2, 2017	1.22%	3.24%	—	8.46%	9
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	—	0.27%	-2.79%	12.49%	10.71%	39
RWMIX	Redwood Managed Municipal Income Fund	High Yield Muni	Mar 8, 2017	1.00%	0.01%	—	3.58%	2
RWSIX	Redwood Systematic Macro Trend ("SMarT") Fund	Systematic Trend	Nov 1, 2017	1.30%	1.39%	—	4.45%	6
RYAIX	Rydex Inverse NASDAQ-100 Strategy Fund	Inverse Equities, Leveraged	Sep 2, 1998	1.55%	5.68%	-17.27%	2.11%	1
RYBIX	Rydex Basic Materials Fund	Energy Equities	Mar 31, 1998	1.36%	11.51%	11.91%	7.54%	78
RYCIX	Rydex Consumer Products Fund	Consumer Staples Equities	Jul 5, 1998	1.39%	1.40%	3.78%	17.39%	1
RYCKX	Rydex S&P MidCap 400 Pure Growth Fund	Mid Cap Growth Equities	Feb 20, 2004	2.26%	5.41%	6.98%	0.00%	53
RYCLX	Rydex Inverse Mid-Cap Strategy Fund	Inverse Equities, Leveraged	Feb 19, 2004	2.39%	-3.23%	-10.76%	34.11%	1
RYCQX	Rydex Inverse Russell 2000 Strategy Fund	Inverse Equities, Leveraged	Feb 19, 2004	2.49%	-0.59%	-11.66%	7.91%	1
RYCRX	Rydex Real Estate Fund	REIT	Feb 20, 2004	2.36%	-1.01%	2.74%	4.47%	4
RYCYX	Rydex Dow 2x Strategy Fund	Leveraged Equities, Leveraged	Feb 19, 2004	2.61%	-7.51%	15.95%	1.94%	14
RYCZX	Rydex Inverse Dow 2x Strategy Fund	Inverse Equities, Leveraged	Feb 19, 2004	2.70%	5.61%	-24.69%	5.57%	1
RYDAX	Rydex Dow Jones Industrial Average Fund	Large Cap Value Equities	Dec 1, 2015	1.58%	-3.14%	10.55%	0.39%	22
RYDVX	Royce Dividend Value Fund	Mid Cap Blend Equities	May 3, 2004	1.34%	4.18%	-1.47%	0.96%	0
RYEIX	Rydex Energy Fund	Energy Equities	Apr 20, 1998	1.36%	33.25%	7.72%	1.88%	69

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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