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
SWRSX	Schwab Treasury Inflation Protected Securities Ind...	Inflation-Protected Bonds	Mar 30, 2006	0.05%	0.39%	2.55%	3.36%	22
SWSBX	Schwab Short-Term Bond Index Fund	Short-Term Bond, Government Bonds	Feb 23, 2017	0.06%	-0.16%	—	3.79%	80
SWSCX	Schwab Small-Cap Equity Fund™	Small Cap Blend Equities	Jul 1, 2003	1.08%	2.29%	9.19%	0.00%	26
SWSSX	Schwab Small-Cap Index Fund-Select Shares	Small Cap Blend Equities	May 19, 1997	0.04%	2.26%	10.11%	1.26%	53
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	Jun 1, 1999	0.03%	-3.17%	13.68%	1.14%	45
SWVXX	Schwab Value Advantage Money Fund	Money Market	Aug 27, 1993	0.34%	0.57%	—	3.61%	—
SWYAX	Schwab Target 2010 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.23%	—	4.18%	72
SWYBX	Schwab Target 2015 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.30%	—	4.53%	70
SWYDX	Schwab Target 2025 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.13%	—	5.37%	66
SWYEX	Schwab Target 2030 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.17%	—	2.51%	64
SWYFX	Schwab Target 2035 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.32%	—	2.29%	62
SWYGX	Schwab Target 2040 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.30%	—	2.24%	61
SWYHX	Schwab Target 2045 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.38%	—	2.09%	60
SWYJX	Schwab Target 2055 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.41%	—	1.95%	60
SWYLX	Schwab Target 2020 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.14%	—	5.71%	67
SWYMX	Schwab Target 2050 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.37%	—	2.01%	60
SWYNX	Schwab Target 2060 Index Fund	Target Retirement Date	Aug 24, 2016	0.04%	-0.36%	—	1.93%	60
SWYOX	Schwab Target 2065 Index Fund	Target Retirement Date	Feb 24, 2021	0.04%	-0.34%	—	1.88%	59
SWZ	Total Return Securities Fund	Large Cap Blend Equities	—	1.06%	-4.66%	7.94%	50.59%	1
SXMAX	SEI Asset Allocation Trust Moderate Strategy Alloc...	Diversified Portfolio	Nov 13, 2003	0.35%	0.31%	7.64%	15.15%	33

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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