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
VSTBX	Vanguard Short-Term Corporate Bond Index Fund Inst...	Corporate Bonds	Nov 19, 2009	0.05%	-0.12%	3.00%	4.04%	94
VSTCX	Vanguard Strategic Small-Cap Equity Fund	Small Cap Blend Equities	Apr 24, 2006	0.26%	3.56%	11.54%	7.29%	69
VSTIX	VALIC Company I Stock Index Fund	Large Cap Blend Equities	Apr 20, 1987	0.29%	-3.66%	13.20%	13.29%	49
VSTSX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	Jun 27, 2016	0.01%	-3.12%	—	1.18%	47
VSVNX	Vanguard Target Retirement 2070 Fund	Target Retirement Date	Jun 28, 2022	0.08%	-0.63%	—	1.83%	71
VTABX	Vanguard Total International Bond Index Fund Admir...	Total Bond Market	May 31, 2013	0.11%	-0.61%	1.77%	4.22%	20
VTAIX	Virtus Tactical Allocation Fund Class I	Tactical Allocation	Jan 29, 2019	0.76%	-5.82%	—	17.42%	4
VTAPX	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	Oct 16, 2012	0.06%	1.01%	3.05%	3.55%	95
VTBIX	Vanguard Total Bond Market II Index Fund Investor ...	Total Bond Market	—	0.09%	-0.19%	1.49%	3.60%	33
VTBNX	Vanguard Total Bond Market II Index Fund	Total Bond Market	—	0.02%	0.17%	1.64%	4.01%	39
VTCAX	Vanguard Communication Services Index Fund Admiral...	Technology Equities	Mar 11, 2005	0.10%	-5.70%	8.59%	1.04%	53
VTCIX	Vanguard Tax-Managed Capital Appreciation Fund Ins...	Large Cap Blend Equities	Feb 24, 1999	0.06%	-3.22%	14.17%	1.00%	47
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	Sep 6, 1994	0.09%	-3.23%	14.13%	0.97%	47
VTEAX	Vanguard Tax-Exempt Bond Index Fund Admiral Shares	Municipal Bonds	Aug 25, 2015	0.09%	-0.14%	2.10%	3.05%	30
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	-0.43%	8.28%	4.05%	74
VTIAX	Vanguard Total International Stock Index Fund Admi...	Large Cap Blend Equities, Foreign Large Cap Equities	Nov 29, 2010	0.11%	2.76%	8.94%	2.92%	84
VTIBX	Vanguard Total International Bond Index Fund	Global Bonds	May 30, 2013	0.13%	-0.61%	1.65%	4.19%	20
VTIFX	Vanguard Total International Bond Index Fund Insti...	Total Bond Market	May 31, 2013	0.07%	-0.56%	1.73%	4.25%	21
VTIIX	Vanguard Total International Bond II Index Fund In...	Global Bonds	Feb 17, 2021	0.11%	-0.61%	—	4.07%	18
VTILX	Vanguard Total International Bond II Index Fund	Global Bonds	Feb 26, 2021	0.07%	-0.57%	—	4.12%	21

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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