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
VFSNX	Vanguard FTSE All-World ex-US Small-Cap Index Fund...	Foreign Small & Mid Cap Equities	Apr 2, 2009	0.11%	2.35%	7.72%	3.28%	88
VFSTX	Vanguard Short-Term Investment-Grade Fund Investor...	Total Bond Market	Oct 29, 1982	0.20%	-0.11%	2.52%	4.19%	89
VFSUX	Vanguard Short-Term Investment-Grade Fund Admiral ...	Total Bond Market	Feb 12, 2001	0.10%	-0.10%	2.62%	4.29%	89
VFTAX	Vanguard FTSE Social Index Fund Admiral Shares	Large Cap Growth Equities	Feb 7, 2019	0.14%	-6.53%	—	0.95%	34
VFTNX	Vanguard FTSE Social Index Fund Institutional Shar...	Large Cap Growth Equities, ESG	Jan 14, 2003	0.12%	-6.51%	14.41%	1.01%	34
VFWAX	Vanguard FTSE All-World ex-US Index Fund Admiral S...	Foreign Large Cap Equities	Sep 27, 2011	0.11%	2.79%	9.08%	2.87%	82
VFWPX	Vanguard FTSE All-World ex-US Index Fund Instituti...	Foreign Large Cap Equities	Dec 16, 2010	0.06%	2.78%	9.13%	2.92%	82
VFWSX	Vanguard FTSE All-World ex-US Index Fund Instituti...	Foreign Large Cap Equities	Apr 30, 2007	0.08%	2.78%	9.11%	2.90%	82
VGAVX	Vanguard Emerging Markets Government Bond Index Fu...	Government Bonds	May 31, 2013	0.20%	-1.77%	3.58%	5.41%	80
VGCAX	Vanguard Global Credit Bond Fund Admiral Shares	Total Bond Market	Nov 15, 2018	0.25%	-1.24%	—	3.91%	40
VGCIX	Vanguard Global Credit Bond Fund Investor Shares	Total Bond Market	Nov 15, 2018	0.35%	-0.18%	—	4.91%	58
VGELX	Vanguard Energy Fund Admiral Shares	Energy Equities	Nov 12, 2001	0.33%	24.00%	11.06%	6.97%	93
VGENX	Vanguard Energy Fund Investor Shares	Energy Equities	May 23, 1984	0.41%	23.96%	10.96%	6.91%	93
VGHAX	Vanguard Health Care Fund Admiral Shares	Health & Biotech Equities	Nov 12, 2001	0.25%	-2.04%	9.48%	6.81%	37
VGHCX	Vanguard Health Care Fund Investor Shares	Health & Biotech Equities	May 23, 1984	0.30%	-2.06%	9.58%	6.75%	37
VGI	Virtus Global Multi-Sector Income Fund	Multisector Bonds	—	—	-2.66%	5.68%	12.97%	22
VGIAX	Vanguard Growth and Income Fund Admiral Shares	Large Cap Blend Equities	May 14, 2001	0.22%	-4.23%	13.97%	11.20%	54
VGISX	Virtus Duff & Phelps Global Real Estate Securities...	REIT	Mar 1, 2009	1.16%	2.98%	5.44%	2.62%	23
VGIVX	Vanguard Emerging Markets Government Bond Index Fu...	Government Bonds	Feb 11, 2015	0.18%	-1.76%	3.54%	5.48%	80
VGLSX	VALIC Company I Global Strategy Fund	Global Allocation	Dec 4, 2005	0.79%	-0.09%	5.59%	3.25%	86

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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