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
VSBSX	Vanguard Short-Term Treasury Index Fund Admiral Sh...	Government Bonds	Dec 28, 2009	0.07%	-0.02%	1.71%	3.58%	95
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	Jun 21, 1999	1.12%	11.22%	16.01%	8.29%	74
VSCGX	Vanguard LifeStrategy Conservative Growth Fund	Diversified Portfolio	Sep 30, 1994	0.12%	-0.30%	6.18%	5.56%	77
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	Small Cap Blend Equities	Jul 7, 1997	0.04%	2.97%	10.71%	1.33%	38
VSCOX	JPMorgan Small Cap Blend Fund	Small Cap Growth Equities	May 19, 1997	1.24%	1.27%	12.37%	5.60%	20
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	Small Cap Blend Equities	Dec 17, 2010	0.03%	2.97%	10.72%	1.34%	39
VSCSX	Vanguard Short-Term Corporate Bond Index Fund Admi...	Corporate Bonds	Nov 18, 2010	0.07%	-0.17%	2.71%	4.03%	93
VSCVX	Victory Integrity Small-Cap Value Fund	Small Cap Value Equities	Mar 30, 2004	1.45%	5.42%	8.69%	0.66%	38
VSEAX	JPMorgan Small Cap Equity Fund	Small Cap Blend Equities	Dec 20, 1994	1.27%	-1.21%	8.04%	25.76%	5
VSEQX	Vanguard Strategic Equity Fund	Mid Cap Blend Equities	Aug 14, 1995	0.17%	3.23%	12.06%	10.81%	62
VSFAX	Federated Hermes Clover Small Value Fund	Small Cap Value Equities	Feb 28, 1996	1.14%	1.59%	9.81%	3.40%	29
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	Small Cap Growth Equities	Sep 27, 2011	0.07%	1.92%	10.70%	0.51%	38
VSGBX	Vanguard Short-Term Federal Fund Investor Shares	Total Bond Market	Dec 31, 1987	0.20%	0.04%	1.77%	3.49%	88
VSGDX	Vanguard Short-Term Federal Fund Admiral Shares	Total Bond Market	Feb 12, 2001	0.10%	0.06%	1.87%	3.58%	89
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	Small Cap Growth Equities	May 24, 2000	0.06%	1.93%	10.71%	0.52%	38
VSIAX	Vanguard Small-Cap Value Index Fund Admiral Shares	Small Cap Value Equities	Sep 27, 2011	0.07%	3.74%	10.26%	1.89%	36
VSIEX	JPMorgan International Equity Fund	Foreign Large Cap Equities	Dec 31, 1996	0.70%	2.28%	8.54%	6.27%	43
VSIGX	Vanguard Intermediate-Term Treasury Index Fund Adm...	Government Bonds	Aug 4, 2010	0.07%	-0.39%	1.28%	3.47%	38
VSIIX	Vanguard Small-Cap Value Index Fund Institutional ...	Small Cap Value Equities	Dec 7, 1999	0.06%	3.74%	10.28%	1.90%	36
VSIPX	Voya Solution 2060 Portfolio	Target Retirement Date	Feb 8, 2015	0.20%	-1.70%	10.29%	8.75%	51

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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