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
VTINX	Vanguard Target Retirement Income Fund	Diversified Portfolio, Target Retirement Date	Oct 27, 2003	0.08%	-0.02%	4.99%	5.03%	82
VTIPX	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	Oct 16, 2012	0.14%	1.01%	2.97%	3.50%	94
VTISX	Vanguard Total International Stock Index Fund Inst...	Foreign Large Cap Equities	Jun 24, 2016	0.04%	2.75%	—	2.96%	84
VTIUX	Voya Target Retirement 2065 Fund	Target Retirement Date	Jul 28, 2020	0.23%	-0.87%	—	14.88%	59
VTIVX	Vanguard Target Retirement 2045 Fund	Target Retirement Date, Diversified Portfolio	Oct 27, 2003	0.08%	-0.55%	10.41%	2.51%	71
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	Sep 6, 1994	0.09%	-1.61%	8.05%	2.27%	64
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Large Cap Growth Equities, Foreign Large Cap Equities	Aug 17, 1999	0.07%	3.56%	9.44%	2.89%	85
VTMNX	Vanguard Developed Markets Index Fund Institutiona...	Foreign Large Cap Equities	Jan 4, 2001	0.05%	3.61%	9.47%	2.91%	85
VTMSX	Vanguard Tax-Managed Small-Cap Fund Admiral Shares	Small Cap Blend Equities	Mar 25, 1999	0.09%	4.62%	10.05%	1.28%	38
VTPSX	Vanguard Total International Stock Index Fund Inst...	Foreign Large Cap Equities	Nov 30, 2010	0.07%	2.75%	8.98%	2.96%	84
VTRIX	Vanguard International Value Fund	Foreign Large Cap Equities	May 16, 1983	0.36%	1.87%	8.46%	17.76%	76
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	Nov 13, 2000	0.04%	-3.13%	13.74%	1.15%	47
VTSIX	Vanguard Tax-Managed Small-Cap Fund Institutional ...	Small Cap Blend Equities	Apr 21, 1999	0.06%	4.63%	10.08%	1.31%	38
VTSMX	Vanguard Total Stock Market Index Fund Investor Sh...	Large Cap Blend Equities	—	0.14%	-3.14%	13.56%	1.07%	47
VTSNX	Vanguard Total International Stock Index Fund Inst...	Large Cap Blend Equities, Foreign Large Cap Equities	Nov 29, 2010	0.08%	2.75%	8.98%	2.95%	84
VTSPX	Vanguard Short-Term Inflation-Protected Securities...	Inflation-Protected Bonds	Oct 17, 2012	0.04%	1.01%	3.08%	3.58%	95
VTTHX	Vanguard Target Retirement 2035 Fund	Target Retirement Date, Diversified Portfolio	Oct 27, 2003	0.08%	-0.44%	9.05%	2.97%	74
VTTSX	Vanguard Target Retirement 2060 Fund	Diversified Portfolio, Target Retirement Date	Jan 19, 2012	0.08%	-0.61%	10.90%	2.07%	70
VTTVX	Vanguard Target Retirement 2025 Fund	Diversified Portfolio, Target Retirement Date	Oct 27, 2003	0.08%	-0.25%	7.49%	7.40%	78
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	Large Cap Growth Equities	Feb 7, 2019	0.10%	-1.02%	—	1.78%	66

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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