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
RYVFX	Royce Small-Cap Value Fund	Small Cap Value Equities	Jun 14, 2001	1.49%	4.93%	7.21%	9.69%	52
RYVIX	Rydex Energy Services Fund	Energy Equities	Mar 31, 1998	1.36%	37.86%	-2.06%	0.39%	60
RYVNX	Rydex Inverse NASDAQ-100 2x Strategy Fund	Inverse Equities, Leveraged	May 22, 2000	2.49%	10.19%	-36.14%	9.64%	1
RYVPX	Royce Smaller-Companies Growth Fund	Small Cap Growth Equities	Jun 14, 2001	1.49%	-3.98%	10.02%	17.48%	44
RYVVX	Rydex S&P 500 Pure Value Fund	Large Cap Value Equities	Feb 20, 2004	2.26%	3.57%	8.02%	0.24%	39
RYVYX	Rydex NASDAQ-100 2x Strategy Fund	Leveraged Equities, Leveraged	May 23, 2000	1.87%	-11.39%	28.94%	8.08%	40
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	Small Cap Growth Equities	Feb 20, 2004	2.26%	5.56%	6.40%	0.00%	42
RYWTX	Rydex Emerging Markets 2x Strategy Fund	Leveraged Equities, Leveraged	Oct 28, 2010	1.82%	-5.47%	8.11%	0.89%	33
RYWWX	Rydex Inverse Emerging Markets 2x Strategy Fund	Inverse Equities, Leveraged	Oct 28, 2010	1.87%	-3.07%	-26.64%	5.16%	1
RYYCX	Rydex S&P SmallCap 600 Pure Value Fund	Small Cap Value Equities	Feb 20, 2004	2.26%	4.26%	6.50%	0.02%	39
SAAAX	SEI Institutional Managed Trust Multi-Asset Accumu...	Tactical Allocation	Apr 8, 2012	1.17%	3.76%	4.08%	2.86%	53
SABA	Saba Capital Income & Opportunities Fund II	Global Bonds	—	—	3.77%	2.75%	9.50%	10
SABIX	Saratoga Aggressive Balanced Allocation Portfolio	Diversified Portfolio	Dec 28, 2017	0.99%	-2.39%	—	10.07%	43
SABPX	Principal Strategic Asset Management Balanced Port...	Diversified Portfolio	Jul 24, 1996	0.60%	-0.48%	8.21%	10.58%	59
SABTX	SA U.S. Value Fund	Large Cap Value Equities	Aug 5, 1999	0.73%	4.59%	10.57%	3.71%	47
SACAX	Principal SAM Strategic Growth Portfolio	Diversified Portfolio	Jul 24, 1996	0.61%	-0.39%	11.18%	12.04%	52
SADIX	Allspring Ultra Short-Term Income Fund	Ultrashort Bond	Aug 31, 1999	0.26%	0.45%	2.88%	4.01%	99
SAEMX	SA Emerging Markets Value Fund	Emerging Markets Diversified	Apr 1, 2007	1.24%	5.07%	8.30%	3.27%	85
SAGPX	Principal Strategic Asset Management Conservative ...	Diversified Portfolio	Jul 24, 1996	0.60%	-0.36%	10.06%	13.50%	55
SAGWX	Touchstone Small Company Fund	Small Cap Blend Equities	Mar 1, 1993	1.17%	-1.61%	11.00%	5.92%	28

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.

Loading graphics...

Time Period