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
VCAIX	Vanguard California Intermediate-Term Tax-Exempt F...	Municipal Bonds	Mar 4, 1994	0.17%	-0.27%	2.21%	3.07%	51
VCBCX	VALIC Company I Blue Chip Growth Fund	Large Cap Growth Equities	Nov 1, 2000	0.76%	-9.06%	12.83%	16.09%	31
VCDAX	Vanguard Consumer Discretionary Index Fund Admiral...	Consumer Discretionary Equities	Jul 14, 2005	0.10%	-9.06%	12.63%	0.80%	10
VCFVX	VALIC Company I International Value	Foreign Large Cap Equities	Dec 4, 2005	0.74%	3.90%	7.59%	8.59%	85
VCGAX	VALIC Company I Systematic Core Fund	Large Cap Blend Equities	Apr 29, 1994	0.63%	-4.44%	12.43%	7.10%	32
VCGEX	VALIC Company I Emerging Economies Fund	Emerging Markets Diversified	Dec 4, 2005	0.93%	3.49%	7.61%	2.15%	81
VCGSX	VALIC Company I Government Securities Fund	Government Bonds	Jan 15, 1986	0.65%	0.22%	0.83%	2.15%	34
VCIEX	VALIC Company I International Equities Index Fund	Foreign Large Cap Equities	Oct 2, 1989	0.42%	1.39%	7.91%	6.82%	64
VCIFX	Vertical Capital Income Fund	Global Bonds	Dec 29, 2011	0.69%	-1.49%	0.90%	1.84%	36
VCIGX	VALIC Company I Dividend Value Fund	Large Cap Value Equities	Dec 11, 2000	0.68%	-0.33%	8.89%	11.26%	41
VCITX	Vanguard California Long-Term Tax-Exempt Fund Inve...	Municipal Bonds	Apr 7, 1986	0.17%	-0.29%	2.48%	3.56%	25
VCLAX	Vanguard California Long-Term Tax-Exempt Fund Admi...	Municipal Bonds	Nov 12, 2001	0.09%	-0.29%	2.56%	3.61%	25
VCMDX	Vanguard Commodity Strategy Fund Admiral Shares	Commodities	Jun 25, 2019	0.20%	17.95%	—	12.89%	78
VCNIX	VALIC Company I Nasdaq-100 Index Fund	Large Cap Growth Equities	Oct 2, 2000	0.45%	-4.73%	15.75%	10.64%	53
VCOBX	Vanguard Core Bond Fund Admiral Shares	Total Bond Market	Mar 28, 2016	0.10%	0.22%	2.26%	4.74%	46
VCORX	Vanguard Core Bond Fund Investor Shares	Total Bond Market	Mar 28, 2016	0.20%	0.20%	2.24%	4.64%	44
VCPAX	Vanguard Core-Plus Bond Fund Admiral Shares	Total Bond Market	Oct 25, 2021	0.20%	-0.30%	—	4.44%	45
VCPIX	Vanguard Core-Plus Bond Fund Investor Shares	Total Bond Market	Oct 25, 2021	0.30%	-0.31%	—	4.34%	45
VCSAX	Vanguard Consumer Staples Index Fund Admiral Share...	Consumer Staples Equities	Jan 30, 2004	0.10%	7.17%	7.86%	2.14%	9
VCSLX	VALIC Company I Small Cap Index Fund	Small Cap Blend Equities	May 1, 1992	0.36%	2.08%	8.64%	5.99%	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.

Loading graphics...

Time Period