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.

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Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
VHIAX	JPMorgan Growth Advantage Fund	Large Cap Growth Equities	Oct 29, 1999	1.04%	-7.63%	17.76%	13.74%	26
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	Feb 7, 2019	0.08%	3.83%	—	2.35%	54
VIAAX	Vanguard International Dividend Appreciation Index...	Foreign Large Cap Equities	Mar 2, 2016	0.16%	-1.64%	7.75%	2.18%	20
VICBX	Vanguard Intermediate-Term Corporate Bond Index Fu...	Corporate Bonds	Nov 19, 2009	0.05%	-0.58%	3.30%	4.33%	59
VICEX	USA Mutuals Vice Fund	Global Equities	Aug 29, 2002	1.59%	1.90%	5.14%	13.05%	41
VICSX	Vanguard Intermediate-Term Corporate Bond Index Fu...	Corporate Bonds	Mar 2, 2010	0.07%	-0.59%	3.07%	4.31%	59
VIDAX	Delaware Tax-Free Idaho Fund	Municipal Bonds	Jan 3, 1995	0.86%	-0.02%	2.22%	3.43%	15
VIDGX	Vanguard International Dividend Growth Fund	Foreign Large Cap Equities	Nov 15, 2023	0.55%	-1.96%	—	1.78%	17
VIDMX	Virtus KAR Developing Markets Fund	Emerging Markets Diversified	Jun 21, 2021	1.31%	1.14%	—	2.52%	54
VIEIX	Vanguard Extended Market Index Fund Institutional ...	Mid Cap Blend Equities	Jul 7, 1997	0.05%	-0.09%	11.15%	1.16%	38
VIESX	Virtus KAR Emerging Markets Small-Cap Fund	Emerging Markets Diversified	Dec 16, 2013	1.51%	0.24%	9.51%	2.79%	24
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	Nov 13, 2000	0.05%	-9.31%	16.18%	0.44%	29
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	May 14, 1998	0.04%	-9.30%	16.20%	0.45%	29
VIGRX	Vanguard Growth Index Fund	Large Cap Growth Equities	Nov 2, 1992	0.17%	-9.34%	16.03%	0.31%	29
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	Mar 2, 2016	0.22%	6.41%	10.56%	3.59%	93
VIIGX	Vanguard Intermediate-Term Treasury Index Fund Ins...	Government Bonds	Mar 19, 2010	0.05%	-0.35%	1.33%	3.49%	38
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	Large Cap Blend Equities	Jul 7, 1997	0.02%	-3.54%	14.28%	2.79%	47
VIISX	Virtus KAR International Small-Mid Cap Fund	Foreign Small & Mid Cap Equities	Sep 4, 2012	1.19%	-6.08%	7.86%	3.96%	4
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	Short-Term Bond	Jun 19, 2015	0.02%	-0.10%	2.12%	4.17%	80
VIKSX	Virtus KAR Small-Mid Cap Growth Fund	Mid Cap Growth Equities	Dec 7, 2020	1.06%	-8.90%	—	0.00%	1

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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