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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Vanguard Emerging Markets Bond Fund Investor Share...Emerging Markets BondsMar 10, 20160.55%
-0.80%
6.16%
88
Vanguard Emerging Markets Stock Index Fund Institu...Emerging Markets EquitiesJun 22, 20000.10%
0.47%
7.71%
2.68%
65
Vanguard Extended Market Index Fund Institutional ...Mid Cap Blend EquitiesJan 14, 20110.04%
-0.09%
11.16%
1.17%
37
Vanguard Emerging Markets Index Fund Institutional...Emerging Markets EquitiesDec 15, 20100.08%
0.49%
7.73%
2.69%
66
Vanguard Energy Index Fund Admiral SharesEnergy EquitiesOct 7, 20040.10%
34.21%
10.92%
2.34%
52
Vanguard Global ESG Select Stock Fund Admiral Shar...ESG, Global EquitiesJun 5, 20190.46%
-2.49%
4.49%
21
Vanguard European Stock Index Fund Institutional S...Europe EquitiesMay 15, 20000.08%
0.06%
9.05%
2.97%
58
VELA Small Cap FundSmall Cap Value EquitiesSep 29, 20201.20%
0.20%
1.01%
23
Victory Sycamore Established Value Fund Class AMid Cap Value EquitiesMay 5, 20000.89%
5.00%
10.65%
4.63%
16
JPMorgan Europe Dynamic FundEurope EquitiesNov 1, 19951.25%
0.30%
8.76%
3.44%
64
Vanguard European Stock Index Fund Institutional P...Europe EquitiesDec 5, 20140.07%
0.06%
9.06%
2.99%
58
Vanguard European Stock Index FundEurope EquitiesJun 17, 19900.25%
0.02%
8.88%
2.80%
57
Vanguard European Stock Index Fund Admiral SharesEurope EquitiesAug 13, 20010.10%
0.06%
9.03%
2.96%
58
Vanguard Explorer Value FundSmall Cap Value EquitiesMar 30, 20100.52%
3.46%
9.35%
9.92%
33
Victory Sycamore Established Value Fund Class IMid Cap Value EquitiesMar 1, 20100.58%
5.09%
11.00%
4.93%
17
Victory Sycamore Established Value Fund Class R6Mid Cap Value EquitiesAug 16, 19830.54%
5.12%
11.05%
4.97%
17
Vanguard Extended Market Index Fund Admiral SharesMid Cap Blend EquitiesNov 13, 20000.06%
-0.09%
11.13%
1.16%
37
Vanguard Extended Market Index FundMid Cap Growth EquitiesDec 21, 19870.19%
-0.12%
10.96%
1.02%
37
Vanguard Explorer Fund Investor SharesSmall Cap Growth EquitiesDec 11, 19670.40%
1.25%
12.24%
7.29%
31
Vanguard Explorer Fund Admiral SharesSmall Cap Growth EquitiesNov 12, 20010.29%
1.27%
12.37%
7.44%
31

Rows per page

6981–7000 of 7475

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.

0%Annualized Volatility0%Annualized Return

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