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
RYFIX	Rydex Financial Services Fund	Financials Equities	Apr 2, 1998	1.36%	-7.92%	9.53%	1.31%	5
RYGBX	Rydex Government Long Bond 1.2x Strategy Fund	Leveraged Bonds, Leveraged	Jan 2, 1994	0.99%	-1.24%	-4.34%	3.52%	2
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	Feb 20, 2004	2.26%	2.10%	10.63%	4.99%	41
RYHDX	Rydex High Yield Strategy Fund	High Yield Bonds	Apr 16, 2007	1.53%	-2.04%	4.00%	9.75%	48
RYHIX	Rydex Health Care Fund	Health & Biotech Equities	Apr 16, 1998	1.35%	-4.04%	8.37%	2.27%	13
RYIEX	Rydex Emerging Markets Bond Strategy Fund	Emerging Markets Bonds	Oct 7, 2013	1.61%	-1.59%	1.21%	1.81%	43
RYIIX	Rydex Internet Fund	Technology Equities	Apr 5, 2000	1.36%	-10.36%	12.19%	1.47%	13
RYILX	Rydex Inverse High Yield Strategy Fund	Inverse Bonds, Leveraged	Apr 15, 2007	1.55%	2.66%	-3.03%	0.00%	2
RYIPX	Royce International Premier Fund	Foreign Small & Mid Cap Equities	Dec 30, 2010	1.44%	-5.94%	4.20%	0.84%	6
RYIUX	Rydex Inverse Russell 2000 2x Strategy Fund	Inverse Equities, Leveraged	May 30, 2006	2.05%	-5.36%	-26.57%	3.98%	1
RYJSX	Rydex Japan 2x Strategy Fund	Leveraged Equities, Leveraged	Feb 21, 2008	1.49%	8.02%	12.20%	1.03%	76
RYJUX	Rydex Inverse Government Long Bond Strategy Fund	Inverse Bonds, Leveraged	Mar 2, 1995	4.28%	1.27%	2.79%	4.38%	17
RYKIX	Rydex Banking Fund	Financials Equities	Apr 1, 1998	1.36%	-3.11%	9.60%	3.43%	41
RYLIX	Rydex Leisure Fund	Consumer Discretionary Equities	Mar 31, 1998	1.39%	-7.41%	6.39%	0.06%	5
RYMDX	Rydex Mid-Cap 1.5x Strategy Fund	Leveraged Equities, Leveraged	Aug 15, 2001	1.65%	3.76%	10.87%	0.71%	24
RYMEX	Rydex Commodities Strategy Fund	Commodities	May 24, 2005	1.60%	36.79%	0.73%	1.74%	82
RYMIX	Rydex Telecommunications Fund	Communications Equities	Mar 31, 1998	1.36%	16.47%	8.04%	0.73%	96
RYMKX	Rydex Russell 2000 1.5x Strategy Fund	Leveraged Equities, Leveraged	Oct 31, 2000	1.69%	0.87%	9.51%	0.83%	43
RYMMX	Rydex S&P MidCap 400 Pure Value Fund	Small Cap Value Equities	Feb 20, 2004	2.26%	2.21%	8.99%	0.18%	19
RYMQX	Guggenheim Series Multi-Hedge Strategies Fund	Multistrategy	Sep 18, 2005	1.76%	3.68%	1.89%	9.77%	75

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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