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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
First Trust Senior Floating Rate Income Fund IIBank LoanJan 1, 20130.03%
-2.29%
6.13%
12.30%
15
Fidelity California Municipal Income FundMunicipal BondsJul 7, 19840.45%
-0.42%
2.09%
2.99%
33
Nuveen Connecticut Municipal Bond FundMunicipal BondsJul 12, 19870.78%
0.61%
1.63%
3.25%
23
Fidelity Convertible Securities FundPreferred Stock/Convertible BondsJan 5, 19870.67%
6.20%
11.30%
2.08%
44
Franklin Floating Rate Daily Access FundBank LoanApr 30, 20010.67%
-1.20%
4.53%
7.40%
52
First Trust Short Duration High Income FundBank LoanOct 31, 20121.01%
-1.65%
4.39%
5.78%
71
Fidelity Advisor Limited Term Bond Fund Class ATotal Bond MarketSep 3, 19960.75%
-0.20%
2.04%
3.41%
87
Fidelity Massachusetts Municipal Income FundMunicipal BondsNov 10, 19830.45%
-0.19%
1.72%
2.71%
40
First Eagle Short Duration High Yield Municipal Fu...High Yield MuniFeb 2, 20240.87%
-0.13%
4.63%
3
Fidelity Environmental Bond FundIntermediate Core-Plus BondJun 15, 20210.36%
-0.12%
3.53%
28
Fidelity Series Emerging Markets Debt FundEmerging Markets BondsMar 17, 20110.00%
-0.42%
4.35%
5.48%
89
Fidelity Education Income FundIntermediate Core BondMar 16, 20210.00%
-0.19%
4.04%
75
First Eagle High Yield Municipal Fund Class AHigh Yield MuniJan 3, 20121.13%
-0.01%
4.52%
5.39%
2
First Eagle High Income FundHigh Yield BondsNov 19, 20070.80%
-0.09%
4.77%
5.61%
2
Franklin Emerging Market Debt Opportunities FundEmerging Markets BondsMay 23, 20061.00%
1.44%
6.80%
6.39%
97
Fidelity Advisor New York Municipal Income Fund Cl...Municipal BondsAug 1, 20020.54%
-0.11%
1.84%
2.82%
30
Templeton Sustainable Emerging Markets Bond FundEmerging Markets BondsMar 31, 20130.88%
-1.50%
10.03%
92
Fidelity Advisor Total Bond Fund Class ATotal Bond MarketOct 15, 20020.75%
-0.23%
2.16%
3.74%
33
Fidelity Total Bond FundTotal Bond Market0.50%
-0.19%
2.45%
3.96%
36
Fidelity Advisor Total Bond Fund Class MTotal Bond Market0.75%
-0.23%
2.20%
3.74%
33

Rows per page

521–540 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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