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
VTWIX	Vanguard Total World Stock Index Fund Institutiona...	Large Cap Growth Equities	Oct 9, 2008	0.08%	-1.00%	11.65%	1.80%	66
VTWNX	Vanguard Target Retirement 2020 Fund	Target Retirement Date, Diversified Portfolio	Jun 7, 2006	0.08%	-0.07%	6.48%	8.20%	81
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	Total Bond Market	Feb 24, 2015	0.20%	0.29%	2.53%	4.14%	99
VUIAX	Vanguard Utilities Index Fund Admiral Shares	Utilities Equities	Apr 28, 2004	0.10%	8.95%	9.76%	2.54%	58
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	Total Bond Market	Feb 24, 2015	0.10%	0.36%	2.63%	4.24%	99
VUSSX	Invesco Quality Income Fund Class R6	Mortgage Backed Securities	Apr 4, 2017	0.53%	0.24%	—	3.42%	48
VUSTX	Vanguard Long-Term Treasury Fund Investor Shares	Government Bonds	May 19, 1986	0.20%	-0.18%	-0.90%	4.00%	4
VUSUX	Vanguard Long-Term Treasury Fund Admiral Shares	Government Bonds	Feb 12, 2001	0.10%	-0.17%	-0.80%	4.09%	4
VUSXX	Vanguard Treasury Money Market Fund	Money Market	Sep 1, 2010	0.08%	0.59%	—	3.69%	—
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	Nov 13, 2000	0.05%	3.72%	11.88%	2.01%	50
VVOAX	Invesco Value Opportunities Fund	Mid Cap Value Equities	Jun 25, 2001	1.22%	7.05%	14.94%	9.74%	77
VVOIX	Invesco Value Opportunities Fund Class Y	Mid Cap Value Equities	Mar 23, 2005	0.77%	7.12%	15.19%	9.89%	77
VVPLX	Vulcan Value Partners Fund	Large Cap Blend Equities	Dec 30, 2009	1.06%	-13.78%	8.01%	6.79%	2
VVPSX	Vulcan Value Partners Small Cap Fund	Small Cap Blend Equities	Dec 30, 2009	1.25%	-6.85%	3.34%	2.55%	8
VVSCX	VALIC Company I Small Cap Value Fund	Small Cap Value Equities	Aug 31, 2006	0.76%	5.07%	—	18.56%	57
VVSGX	VALIC Company I Small Cap Growth Fund	Small Cap Growth Equities	Aug 31, 2006	0.88%	-2.27%	—	2.54%	23
VWAHX	Vanguard High-Yield Tax-Exempt Fund Investor Share...	Municipal Bonds	Dec 27, 1978	0.17%	0.10%	3.02%	4.04%	25
VWALX	Vanguard High-Yield Tax-Exempt Fund Admiral Shares	Municipal Bonds	Nov 12, 2001	0.09%	0.12%	3.11%	4.12%	26
VWEAX	Vanguard High-Yield Corporate Fund Admiral Shares	High Yield Bonds	Nov 12, 2001	0.13%	-0.78%	5.30%	5.85%	91
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	High Yield Bonds	Dec 27, 1978	0.23%	-0.79%	5.20%	5.76%	90

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.

Loading graphics...

Time Period