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Bond Mutual Funds List

Here you can find all the Bond asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.


Asset Class is Bond
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
DFA Short-Term Selective State Municipal Bond Port...Municipal BondsApr 11, 20220.25%
0.68%
2.70%
99
DFA Short-Duration Real Return PortfolioShort-Term BondNov 5, 20130.22%
0.95%
3.21%
4.61%
99
DFA Investment Grade PortfolioIntermediate Core BondMar 7, 20110.20%
-0.05%
2.07%
3.77%
41
DFA Two-Year Fixed Income PortfolioShort-Term BondJun 6, 19960.21%
0.89%
2.44%
2.94%
81
DFA California Short Term Municipal Bond PortfolioMunicipal BondsApr 1, 20070.19%
0.54%
1.18%
2.57%
99
DFA Short-Term Extended Quality PortfolioShort-Term BondMar 4, 20090.19%
0.47%
1.92%
3.93%
99
DFA Short-Term Government PortfolioGovernment BondsMay 31, 19870.18%
0.87%
1.18%
2.86%
92
DFA Five Year Global Fixed Income PortfolioGlobal BondsNov 5, 19900.23%
0.35%
1.24%
3.46%
65
DFA Two Year Global Fixed Income PortfolioGlobal BondsFeb 8, 19960.16%
0.88%
1.76%
3.12%
73
DFA Intermediate Government Fixed Income PortfolioGovernment BondsOct 18, 19900.11%
0.07%
0.91%
2.30%
25
DFA One Year Fixed Income PortfolioUltrashort BondJul 25, 19830.13%
0.91%
1.93%
3.72%
100
DoubleLine Flexible Income FundNontraditional BondsApr 6, 20140.74%
0.50%
3.81%
5.66%
98
BNY Mellon Floating Rate Income FundBank LoanSep 26, 20130.73%
-0.35%
4.96%
8.11%
90
DFA Municipal Bond PortfolioMunicipal BondsMar 9, 20150.21%
-0.08%
1.19%
2.19%
61
DWS Floating Rate Fund Class SBank LoanJun 28, 20070.87%
0.38%
4.07%
6.29%
81
DWS Floating Rate FundBank LoanJun 28, 20070.78%
0.51%
4.18%
6.03%
84
DFA Selectively Hedged Global Fixed Income Portfol...Global BondsJan 8, 20080.16%
0.32%
2.04%
4.24%
97
DFA Short Term Municipal Bond PortfolioMunicipal BondsAug 19, 20020.20%
0.55%
1.23%
2.43%
99
DFA Intermediate-Term Extended Quality Portfolio F...Corporate BondsJul 20, 20100.20%
-0.37%
2.45%
4.74%
45
DFA Intermediate-Term Municipal Bond PortfolioMunicipal BondsFeb 29, 20120.20%
0.32%
1.52%
2.77%
68

Rows per page

301–320 of 2000

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.

0%Annualized Volatility0%Annualized Return

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