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
USPIX	ProFunds UltraShort NASDAQ-100 Fund	Inverse Equities, Leveraged	Jun 1, 1998	1.68%	9.75%	-56.53%	2.47%	1
USPRX	Victory 500 Index Fund	S&P 500	May 1, 2002	0.15%	-3.55%	14.18%	4.37%	47
USPVX	Union Street Partners Value Fund	Large Cap Value Equities	Dec 30, 2010	1.50%	-3.04%	9.97%	2.58%	27
USRAX	Horizon U.S. Defensive Equity Fund	Large Cap Blend Equities	Jun 26, 2019	1.17%	-0.21%	—	7.03%	49
USSBX	USAA Short Term Bond Fund	Short-Term Bond	Jun 1, 1993	0.54%	0.09%	3.09%	4.19%	95
USSCX	USAA Science & Technology Fund	Technology Equities	Jul 31, 1997	0.95%	-8.93%	12.45%	10.34%	34
USSPX	USAA 500 Index Fund	Large Cap Blend Equities	May 1, 1996	0.24%	-3.56%	14.09%	4.31%	45
USSTX	USAA Tax Exempt Short Term Fund	Municipal Bonds	Mar 18, 1982	0.49%	0.13%	1.74%	2.78%	74
USTEX	USAA Tax Exempt Long Term Fund	Municipal Bonds	Mar 18, 1982	0.46%	-0.08%	2.18%	3.75%	13
USVAX	USAA Virginia Bond Fund	Municipal Bonds	Oct 9, 1990	0.55%	-0.05%	1.82%	3.25%	13
UTAHX	Aquila Tax-Free Fund For Utah	Municipal Bonds	Jul 23, 1992	0.87%	0.27%	1.48%	3.28%	53
UTBPX	UBS Multi Income Bond Fund	Intermediate Core-Plus Bond	Dec 19, 1972	1.72%	-0.39%	—	4.59%	41
UTMAX	USAA Target Managed Allocation Fund	Tactical Allocation	Aug 6, 2015	0.69%	-1.22%	8.39%	6.95%	56
UTPIX	ProFunds Utilities UltraSector Fund	Leveraged Equities, Leveraged	Jul 25, 2000	1.73%	12.70%	9.70%	0.69%	45
UUPIX	ProFunds UltraEmerging Markets Fund	Leveraged Equities, Leveraged	Apr 18, 2006	1.92%	-6.11%	8.70%	2.71%	32
UUSTX	USAA Ultra Short-Term Bond Fund	Ultrashort Bond	Oct 18, 2010	0.62%	0.40%	2.92%	4.29%	99
UVALX	USAA Value Fund	Large Cap Value Equities	Aug 3, 2001	0.92%	1.54%	10.16%	10.80%	45
UVPIX	ProFunds Ultra Short Emerging Market Fund	Inverse Equities, Leveraged	Apr 18, 2006	1.78%	0.00%	-26.76%	8.99%	1
UWPIX	ProFunds UltraShort Dow 30 Fund	Inverse Equities, Leveraged	Jul 21, 2004	1.78%	6.77%	-34.50%	4.23%	1
UXPIX	ProFunds Ultra Short International Fund	Inverse Equities, Leveraged	Apr 18, 2006	1.78%	-4.90%	-19.93%	3.48%	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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