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
VCSOX	VALIC Company I International Socially Responsible...	Foreign Large Cap Equities	Oct 2, 1989	0.64%	1.07%	8.89%	6.24%	58
VCSTX	VALIC Company I Science & Technology Fund	Technology Equities	Apr 28, 1994	0.94%	-3.74%	17.95%	7.74%	54
VCTFX	Delaware Tax-Free Colorado Fund	Municipal Bonds	Apr 22, 1987	0.82%	0.20%	2.47%	3.62%	16
VCTPX	VALIC Company I Inflation Protected Fund	Inflation-Protected Bonds	Dec 19, 2004	0.52%	1.07%	2.36%	2.59%	32
VCULX	VALIC Company I Growth Fund	Large Cap Growth Equities	Dec 5, 2005	0.61%	-8.15%	14.11%	12.81%	25
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	Large Cap Blend Equities	Dec 19, 2013	0.08%	-1.35%	12.33%	1.58%	33
VDAFX	VALIC Company I Dynamic Allocation Fund	Diversified Portfolio	Dec 18, 2012	0.32%	-2.44%	6.44%	5.40%	46
VDEQX	Vanguard Diversified Equity Fund	Large Cap Growth Equities	Jun 10, 2005	0.35%	-4.93%	13.35%	9.64%	30
VDIGX	Vanguard Dividend Growth Fund	Large Cap Blend Equities, Dividend	May 15, 1992	0.27%	-4.86%	11.58%	25.81%	7
VDIPX	Vanguard Developed Markets Index Fund Institutiona...	Foreign Large Cap Equities	Apr 1, 2014	0.04%	3.59%	9.47%	2.92%	84
VDVIX	Vanguard Developed Markets Index Fund Investor Sha...	Foreign Large Cap Equities	Dec 19, 2013	0.16%	3.55%	9.34%	2.79%	85
VEDTX	Vanguard Extended Duration Treasury Index Fund	Government Bonds	Nov 27, 2007	0.06%	-0.92%	-3.07%	3.75%	2
VEGBX	Vanguard Emerging Markets Bond Fund Admiral Shares	Emerging Markets Bonds	Dec 6, 2017	0.40%	-1.27%	—	5.80%	87
VEIEX	Vanguard Emerging Markets Stock Index Fund Investo...	Emerging Markets Equities	May 4, 1994	0.29%	0.41%	7.50%	2.53%	65
VEIGX	Vanguard Global ESG Select Stock Fund Investor Sha...	ESG, Global Equities	Jun 5, 2019	0.56%	-2.52%	—	4.38%	20
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	Mar 21, 1988	0.28%	1.62%	11.28%	10.83%	45
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	Aug 13, 2001	0.19%	1.64%	11.38%	10.92%	46
VEITX	VELA International Fund	Foreign Large Cap Equities	Sep 29, 2020	1.20%	0.08%	—	8.18%	66
VELIX	VELA Large Cap Plus Fund	Large Cap Blend Equities	Sep 29, 2020	1.84%	-4.41%	—	7.42%	14
VEMAX	Vanguard Emerging Markets Stock Index Fund Admiral...	Emerging Markets Equities	Jun 23, 2006	0.14%	0.47%	7.67%	2.65%	65

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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