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
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	Jul 1, 1929	0.24%	-2.63%	9.41%	11.83%	64
VWENX	Vanguard Wellington Fund Admiral Shares	Diversified Portfolio	May 14, 2001	0.16%	-2.61%	9.49%	11.92%	64
VWESX	Vanguard Long-Term Investment-Grade Fund Investor ...	Total Bond Market	Jul 9, 1973	0.22%	-0.62%	1.82%	4.62%	9
VWETX	Vanguard Long-Term Investment-Grade Fund Admiral S...	Total Bond Market	Feb 12, 2001	0.12%	-0.60%	1.89%	4.72%	10
VWIAX	Vanguard Wellesley Income Fund Admiral Shares	Diversified Portfolio	May 14, 2001	0.16%	0.50%	5.77%	7.99%	55
VWICX	Vanguard International Core Stock Fund Investor Sh...	Foreign Large Cap Equities	Oct 16, 2019	0.45%	3.61%	—	4.18%	89
VWIGX	Vanguard International Growth Fund Investor Shares	Large Cap Growth Equities, Foreign Large Cap Equities	Sep 30, 1981	0.43%	-5.02%	9.12%	7.10%	17
VWILX	Vanguard International Growth Fund Admiral Shares	Large Cap Growth Equities, Foreign Large Cap Equities	Aug 13, 2001	0.32%	-4.97%	9.03%	7.25%	18
VWINX	Vanguard Wellesley Income Fund Investor Shares	Diversified Portfolio	Jul 1, 1970	0.23%	0.50%	5.70%	7.92%	55
VWITX	Vanguard Intermediate-Term Tax-Exempt Fund Investo...	Municipal Bonds	Sep 1, 1977	0.17%	-0.19%	2.32%	3.24%	53
VWIUX	Vanguard Intermediate-Term Tax-Exempt Fund Admiral...	Municipal Bonds	Feb 12, 2001	0.09%	-0.18%	2.41%	3.32%	54
VWLTX	Vanguard Long-Term Tax-Exempt Fund Investor Shares	Municipal Bonds	Sep 1, 1977	0.17%	-0.04%	2.57%	3.69%	28
VWLUX	Vanguard Long-Term Tax-Exempt Fund Admiral Shares	Municipal Bonds	Feb 12, 2001	0.09%	-0.02%	2.66%	3.77%	28
VWNAX	Vanguard Windsor II Fund Admiral Shares	Large Cap Value Equities	May 14, 2001	0.26%	-0.41%	12.43%	11.60%	52
VWNDX	Vanguard Windsor Fund Investor Shares	Large Cap Value Equities	Oct 23, 1958	0.30%	-1.27%	11.25%	7.88%	22
VWNEX	Vanguard Windsor Fund Admiral Shares	Large Cap Value Equities	Nov 12, 2001	0.20%	-1.21%	11.35%	8.00%	22
VWNFX	Vanguard Windsor II Fund Investor Shares	Large Cap Value Equities	Jun 24, 1985	0.34%	-0.43%	12.34%	11.51%	52
VWSTX	Vanguard Short-Term Tax-Exempt Fund Investor Share...	Municipal Bonds	Sep 1, 1977	0.17%	0.35%	1.89%	3.11%	97
VWSUX	Vanguard Short-Term Tax-Exempt Fund Admiral Shares	Municipal Bonds	Feb 12, 2001	0.09%	0.36%	1.94%	3.19%	97
VWTAX	Tomorrow's Scholar College Savings Plan - ING GNMA...	Mortgage Backed Securities	—	—	0.56%	—	0.00%	42

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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