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
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	May 23, 1984	0.36%	8.65%	13.09%	3.59%	97
VGREX	VALIC Company I Global Real Estate Fund	REIT	Mar 9, 2008	0.86%	1.81%	2.94%	3.15%	16
VGRIX	JPMorgan U.S. Value Fund	Large Cap Value Equities	Sep 23, 1987	0.94%	1.03%	11.47%	5.15%	30
VGRLX	Vanguard Global ex-U.S. Real Estate Index Fund Adm...	REIT	Feb 10, 2011	0.12%	-2.41%	2.54%	4.81%	44
VGRNX	Vanguard Global ex-U.S. Real Estate Index Fund Ins...	REIT	Apr 19, 2011	0.11%	-2.41%	2.55%	4.82%	44
VGSAX	Virtus Duff & Phelps Global Real Estate Securities...	REIT	Mar 2, 2009	1.24%	2.91%	5.19%	2.23%	22
VGSBX	VY BrandywineGLOBAL - Bond Portfolio	Intermediate Core-Plus Bond	Feb 20, 2015	0.55%	0.53%	2.90%	3.91%	50
VGSIX	Vanguard Real Estate Index Fund	REIT	May 13, 1996	0.26%	3.02%	4.49%	3.72%	6
VGSLX	Vanguard Real Estate Index Fund Admiral Shares	REIT	Nov 12, 2001	0.12%	3.08%	4.83%	3.86%	7
VGSNX	Vanguard Real Estate Index Fund Institutional Shar...	REIT	Dec 2, 2003	0.10%	3.05%	4.85%	3.88%	7
VGSTX	Vanguard STAR Fund	Diversified Portfolio	Mar 29, 1985	0.31%	-1.65%	9.03%	9.28%	57
VGTSX	Vanguard Total International Stock Index Fund Inve...	Foreign Large Cap Equities, Large Cap Blend Equities	Apr 29, 1996	0.17%	2.72%	8.87%	2.84%	84
VGWAX	Vanguard Global Wellington Fund Admiral Shares	Diversified Portfolio	Nov 2, 2017	0.29%	3.29%	—	6.55%	82
VGWIX	Vanguard Global Wellesley Income Fund Investor Sha...	Diversified Portfolio	Nov 2, 2017	0.41%	1.77%	—	3.88%	85
VGWLX	Vanguard Global Wellington Fund Investor Shares	Diversified Portfolio	Nov 2, 2017	0.42%	3.25%	—	6.42%	81
VGYAX	Vanguard Global Wellesley Income Fund Admiral Shar...	Diversified Portfolio	Nov 2, 2017	0.28%	1.83%	—	4.01%	86
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	Large Cap Growth Equities	Nov 12, 2001	0.36%	-1.64%	14.57%	9.88%	65
VHCIX	Vanguard Health Care Index Fund Admiral Shares	Health & Biotech Equities	Feb 5, 2004	0.10%	-4.77%	9.64%	1.72%	10
VHCOX	Vanguard Capital Opportunity Fund Investor Shares	Mid Cap Growth Equities	Aug 14, 1995	0.43%	-1.65%	14.49%	9.78%	65
VHGEX	Vanguard Global Equity Fund	Global Equities	Aug 14, 1995	0.45%	-4.99%	10.70%	13.03%	39

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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