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
RYMTX	Guggenheim Managed Futures Strategy Fund	Systematic Trend	Mar 1, 2007	1.75%	7.47%	2.77%	5.61%	78
RYNVX	Rydex Nova Fund	Leveraged Equities, Leveraged	Jul 11, 1993	1.23%	-6.55%	16.82%	0.81%	35
RYOCX	Rydex NASDAQ-100 Fund Investor Class	Large Cap Growth Equities	Feb 14, 1994	1.24%	-4.99%	17.92%	4.50%	52
RYOIX	Rydex Biotechnology Fund	Health & Biotech Equities	Mar 31, 1998	1.36%	2.62%	9.06%	12.25%	84
RYOTX	Royce Micro Cap Series Fund	Small Cap Blend Equities	Dec 31, 1991	1.20%	10.50%	11.58%	13.52%	86
RYPMX	Rydex Precious Metals Fund	Precious Metals	Nov 30, 1993	1.26%	13.51%	18.12%	2.65%	93
RYPNX	Royce Opportunity Fund	Small Cap Value Equities	Nov 19, 1996	1.21%	7.12%	13.12%	8.99%	71
RYPRX	Royce Premier Fund	Small Cap Blend Equities	Dec 31, 1991	1.17%	5.83%	10.39%	11.38%	34
RYRIX	Rydex Retailing Fund	Consumer Discretionary Equities	Mar 31, 1998	1.40%	-4.30%	8.58%	1.77%	13
RYRRX	Rydex Russell 2000 Fund	Small Cap Blend Equities	May 31, 2006	1.60%	0.93%	8.10%	0.65%	48
RYRUX	Rydex Russell 2000 2x Strategy Fund	Leveraged Equities, Leveraged	May 30, 2006	1.86%	0.34%	9.05%	3.67%	40
RYSEX	Royce Special Equity Fund	Small Cap Value Equities	May 1, 1998	1.20%	5.06%	7.75%	11.76%	49
RYSIX	Rydex Electronics Fund	Technology Equities	Mar 31, 1998	1.36%	10.37%	25.13%	2.94%	93
RYSOX	Rydex S&P 500 Fund	S&P 500	May 31, 2006	1.56%	-3.94%	12.23%	2.76%	41
RYTIX	Rydex Technology Fund	Technology Equities	Apr 13, 1998	1.36%	-5.22%	18.78%	1.09%	59
RYTNX	Rydex S&P 500 2x Strategy Fund	Leveraged Equities, Leveraged	May 18, 2000	1.82%	-9.18%	19.85%	5.27%	29
RYTPX	Rydex Inverse S&P 500 2x Strategy Fund	Inverse Equities, Leveraged	May 18, 2000	2.16%	8.15%	-15.65%	4.76%	1
RYTRX	Royce Total Return Fund	Small Cap Value Equities	Dec 15, 1993	1.25%	-0.43%	8.67%	13.03%	11
RYUIX	Rydex Utilities Fund	Utilities Equities	Apr 2, 2000	1.39%	8.04%	8.37%	1.73%	62
RYURX	Rydex Inverse S&P 500 Strategy Fund	Inverse Equities, Leveraged	Jan 6, 1994	1.49%	4.90%	-25.09%	3.64%	1

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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