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
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	Feb 4, 2004	0.10%	-8.83%	12.46%	1.60%	5
VFFIX	Victory INCORE Fund for Income Class I	Government Bonds	—	0.64%	0.41%	1.43%	5.25%	94
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	Large Cap Blend Equities	—	0.01%	-3.54%	—	1.20%	46
VFFVX	Vanguard Target Retirement 2055 Fund	Target Retirement Date, Diversified Portfolio	Aug 18, 2010	0.08%	-0.62%	10.91%	2.09%	68
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	Nov 13, 2000	0.04%	-3.55%	14.17%	1.17%	46
VFICX	Vanguard Intermediate-Term Investment-Grade Fund I...	Total Bond Market	Nov 1, 1993	0.20%	-0.77%	2.70%	4.53%	50
VFIDX	Vanguard Intermediate-Term Investment-Grade Fund A...	Total Bond Market	Feb 12, 2001	0.10%	-0.75%	2.80%	4.63%	52
VFIFX	Vanguard Target Retirement 2050 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	-0.61%	10.70%	2.10%	69
VFIIX	Vanguard GNMA Fund Investor Shares	Total Bond Market	Jun 27, 1980	0.21%	0.39%	1.33%	3.35%	48
VFIJX	Vanguard GNMA Fund Admiral Shares	Government Bonds	Feb 12, 2001	0.11%	0.51%	1.44%	3.43%	52
VFINX	Vanguard 500 Index Fund Investor Shares	Large Cap Blend Equities	—	0.14%	-3.57%	14.05%	1.07%	45
VFIRX	Vanguard Short-Term Treasury Fund Admiral Shares	Government Bonds	Feb 13, 2001	0.10%	-0.01%	1.68%	3.57%	80
VFISX	Vanguard Short-Term Treasury Fund Investor Shares	Government Bonds	Oct 28, 1991	0.20%	-0.02%	1.58%	3.48%	78
VFITX	Vanguard Intermediate-Term Treasury Fund Investor ...	Government Bonds	Oct 28, 1991	0.20%	-0.48%	1.32%	3.58%	28
VFIUX	Vanguard Intermediate-Term Treasury Fund Admiral S...	Government Bonds	Feb 12, 2001	0.10%	-0.46%	1.39%	3.67%	30
VFMFX	Vanguard U.S. Multifactor Fund Admiral Shares	Multi-factor	Feb 15, 2018	0.18%	4.18%	—	3.01%	58
VFORX	Vanguard Target Retirement 2040 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	-0.48%	9.83%	2.78%	70
VFPIX	Private Capital Management Value Fund	Small Cap Blend Equities	May 28, 2010	1.20%	-4.81%	10.87%	2.25%	8
VFSAX	Vanguard FTSE All-World ex-US Small-Cap Index Fund...	Foreign Small & Mid Cap Equities	Feb 7, 2019	0.16%	2.32%	—	3.23%	88
VFSIX	Vanguard Short-Term Investment-Grade Fund Institut...	Total Bond Market	Sep 30, 1997	0.07%	-0.09%	2.62%	4.30%	89

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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