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
URFRX	USAA Target Retirement 2040 Fund	Target Retirement Date	Jul 30, 2008	0.02%	0.98%	8.78%	6.98%	74
URINX	USAA Target Retirement Income Fund	Target Retirement Date	Jul 30, 2008	0.04%	1.15%	5.52%	6.05%	87
URNQX	Victory Nasdaq 100 Index Fund R6 Shares	Large Cap Growth Equities	Mar 2, 2017	0.30%	-4.68%	—	3.28%	52
URPIX	ProFunds UltraBear Fund	Inverse Equities, Leveraged	Dec 21, 1997	1.78%	8.62%	-27.14%	2.51%	1
URSBX	Victory Short-Term Bond Fund Class R6	Short-Term Bond	Dec 1, 2016	0.33%	0.12%	—	4.40%	95
URSIX	USAA Target Retirement 2060 Fund	Target Retirement Date	Jul 11, 2013	0.10%	0.95%	9.59%	5.54%	69
URTRX	USAA Target Retirement 2030 Fund	Target Retirement Date	Jul 30, 2008	0.03%	1.06%	7.58%	6.71%	80
USAAX	USAA Growth Fund	Large Cap Growth Equities	Apr 5, 1971	0.84%	-9.91%	14.14%	11.79%	21
USAGX	USAA Precious Metals and Minerals Fund	Precious Metals	Aug 14, 1984	1.12%	9.67%	17.04%	0.22%	91
USAIX	USAA Income Fund	Intermediate Core-Plus Bond	Mar 4, 1974	0.44%	0.09%	2.78%	4.05%	40
USATX	USAA Tax Exempt Intermediate Term Fund	Municipal Bonds	Mar 18, 1982	0.49%	0.07%	2.30%	3.44%	30
USAUX	USAA Aggressive Growth Fund	Large Cap Growth Equities	Oct 19, 1981	0.63%	-8.23%	14.11%	4.82%	29
USAWX	USAA Sustainable World Fund	Global Equities	Sep 30, 1992	1.05%	-0.19%	11.49%	11.67%	70
USBLX	USAA Growth and Tax Strategy Fund	Diversified Portfolio	Jan 10, 1989	0.58%	-1.62%	7.62%	2.18%	53
USBNX	Pear Tree Polaris Small Cap Fund	Small Cap Value Equities	Aug 3, 1992	1.50%	3.46%	7.47%	13.35%	26
USBOX	Pear Tree Quality Fund	Large Cap Blend Equities	May 6, 1985	1.16%	-6.07%	12.61%	31.06%	17
USBSX	USAA Cornerstone Moderate Fund	Diversified Portfolio	Aug 31, 1995	1.14%	0.57%	6.07%	8.83%	77
USCAX	USAA Small Cap Stock Fund	Small Cap Blend Equities	Aug 2, 1999	1.10%	2.16%	9.14%	7.37%	43
USCBX	USAA California Bond Fund	Municipal Bonds	Jul 31, 1989	0.55%	-0.22%	2.06%	3.49%	11
USCCX	USAA Cornerstone Conservative Fund	Diversified Portfolio	Jun 7, 2012	0.08%	0.72%	4.90%	4.83%	90

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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