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
VBF	Invesco Bond Fund	Corporate Bonds	Oct 28, 1970	0.62%	-1.89%	3.12%	5.59%	7
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	Nov 13, 2000	0.07%	-1.84%	9.06%	5.70%	55
VBIIX	Vanguard Intermediate-Term Bond Index Fund	Intermediate Core Bond	Mar 1, 1994	0.15%	-0.48%	1.84%	3.69%	36
VBILX	Vanguard Intermediate-Term Bond Index Fund Admiral...	Total Bond Market	Nov 12, 2001	0.07%	-0.47%	1.98%	3.77%	37
VBIMX	Vanguard Intermediate-Term Bond Index Fund Institu...	Total Bond Market	Jan 26, 2006	0.05%	-0.46%	1.99%	3.79%	38
VBINX	Vanguard Balanced Index Fund	Diversified Portfolio	Nov 9, 1992	0.18%	-1.85%	9.19%	5.59%	54
VBIPX	Vanguard Short-Term Bond Index Fund Institutional ...	Total Bond Market	Sep 29, 2011	0.04%	-0.22%	1.88%	3.62%	79
VBIRX	Vanguard Short-Term Bond Index Fund Admiral Shares	Total Bond Market	Nov 12, 2001	0.07%	-0.23%	1.90%	3.60%	78
VBISX	Vanguard Short-Term Bond Index Fund	Short-Term Bond	Mar 1, 1994	0.15%	-0.24%	1.77%	3.51%	76
VBITX	Vanguard Short-Term Bond Index Fund Institutional ...	Total Bond Market	Sep 27, 2011	0.05%	-0.23%	1.88%	3.61%	79
VBIUX	Vanguard Intermediate-Term Bond Index Fund Institu...	Total Bond Market	Nov 30, 2011	0.04%	-0.46%	1.96%	3.80%	38
VBLAX	Vanguard Long-Term Bond Index Fund Admiral Shares	Total Bond Market	Feb 7, 2019	0.07%	0.02%	—	4.72%	6
VBLIX	Vanguard Long-Term Bond Index Fund Institutional P...	Total Bond Market	Oct 6, 2011	0.04%	-0.38%	1.05%	4.34%	6
VBLLX	Vanguard Long-Term Bond Index Fund Institutional S...	Total Bond Market	Feb 2, 2006	0.05%	-0.39%	1.08%	4.33%	6
VBMFX	Vanguard Total Bond Market Index Fund	Intermediate Core Bond	Dec 11, 1986	0.15%	-0.20%	1.51%	3.50%	29
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	Total Bond Market	Feb 5, 2010	0.03%	0.17%	1.66%	3.96%	36
VBTIX	Vanguard Total Bond Market Index Fund Institutiona...	Total Bond Market	Sep 18, 1995	0.04%	-0.18%	1.62%	3.61%	31
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	Nov 12, 2001	0.05%	-0.18%	1.63%	3.60%	31
VCAAX	VALIC Company I Asset Allocation Fund	Diversified Portfolio	Sep 5, 1983	0.63%	-4.15%	6.36%	8.72%	31
VCADX	Vanguard California Intermediate-Term Tax-Exempt F...	Municipal Bonds	Nov 12, 2001	0.09%	-0.26%	2.30%	3.12%	52

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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