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
VOLMX	Volumetric Fund	Large Cap Blend Equities	Jan 2, 1979	1.89%	-2.65%	4.60%	1.95%	8
VOLSX	ABR 75/25 Volatility Fund	Long-Short	Aug 2, 2020	1.75%	-7.30%	—	2.35%	4
VPADX	Vanguard Pacific Stock Index Fund Admiral Shares	Asia Pacific Equities	Aug 13, 2001	0.10%	8.64%	9.25%	3.25%	90
VPAIX	Vanguard Pennsylvania Long-Term Tax-Exempt Fund In...	Municipal Bonds	Apr 7, 1986	0.17%	-0.23%	2.68%	3.66%	31
VPALX	Vanguard Pennsylvania Long-Term Tax-Exempt Fund Ad...	Municipal Bonds	May 14, 2001	0.09%	-0.22%	2.71%	3.71%	31
VPCCX	Vanguard PRIMECAP Core Fund	Large Cap Blend Equities	Dec 9, 2004	0.46%	2.81%	14.65%	16.78%	85
VPKIX	Vanguard Pacific Stock Index Fund Institutional Sh...	Asia Pacific Equities	May 15, 2000	0.08%	8.63%	9.27%	3.26%	90
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	Nov 12, 2001	0.31%	-1.18%	17.12%	32.23%	94
VPMCX	Vanguard PRIMECAP Fund Investor Shares	Large Cap Growth Equities	Nov 1, 1984	0.38%	-1.20%	15.04%	16.56%	73
VQNPX	Vanguard Growth and Income Fund Investor Shares	Large Cap Blend Equities	Dec 10, 1986	0.32%	-4.26%	13.86%	11.07%	54
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	Large Cap Growth Equities	Dec 6, 2010	0.07%	-9.01%	17.22%	0.51%	30
VRNIX	Vanguard Russell 1000 Index Fund Institutional Sha...	Large Cap Blend Equities	Oct 15, 2010	0.07%	-3.38%	14.11%	1.14%	46
VRSAX	Voya Target Retirement 2060 Fund	Target Retirement Date	Dec 20, 2015	0.19%	-0.84%	10.92%	15.05%	56
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	Small Cap Growth Equities	May 25, 2011	0.08%	-1.49%	10.03%	0.72%	42
VRTIX	Vanguard Russell 2000 Index Fund Institutional Sha...	Small Cap Blend Equities	Dec 22, 2010	0.08%	2.27%	10.15%	1.24%	55
VRTPX	Vanguard Real Estate II Index Fund	REIT	Sep 26, 2017	0.08%	3.06%	—	3.79%	7
VRTTX	Vanguard Russell 3000 Index Fund Institutional Sha...	Large Cap Blend Equities	Nov 1, 2010	0.08%	-3.13%	13.67%	1.15%	46
VRTVX	Vanguard Russell 2000 Value Index Fund Institution...	Small Cap Value Equities	Jul 13, 2012	0.08%	6.40%	9.85%	1.77%	66
VRVIX	Vanguard Russell 1000 Value Index Fund Institution...	Large Cap Value Equities	Dec 10, 2010	0.07%	2.91%	10.55%	1.82%	46
VSBIX	Vanguard Short-Term Treasury Index Fund Institutio...	Government Bonds	Aug 23, 2010	0.05%	-0.01%	1.73%	3.60%	96

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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