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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
Fidelity Advisor Convertible Securities Fund Class...Preferred Stock/Convertible BondsFeb 19, 20091.23%
6.20%
11.26%
10.26%
88
Franklin Limited Duration Income TrustMultisector BondsAug 27, 20033.92%
-2.79%
4.10%
12.72%
5
Fidelity New York Municipal Income FundMunicipal BondsJul 10, 19840.46%
-0.10%
1.97%
2.90%
28
Franklin Georgia Tax Free Income FundMunicipal BondsAug 31, 19870.73%
-0.06%
1.57%
3.14%
21
Federated Hermes Total Return Government Bd FdGovernment BondsOct 18, 19950.67%
-0.34%
0.57%
3.58%
22
Fidelity Intermediate Bond FundTotal Bond MarketMay 23, 19750.45%
-0.30%
2.08%
3.34%
59
First Trust High Yield Opportunities 2027 Term Fun...High Yield BondsJun 25, 20200.02%
-2.07%
11.29%
10
Fidelity Total Bond K6 FundTotal Bond MarketMay 25, 20170.30%
-0.10%
4.24%
39
Nuveen Louisiana Municipal Bond FundMunicipal BondsSep 11, 19890.79%
0.46%
2.13%
3.31%
22
Fidelity Series Long-Term Treasury Bond Index FundGovernment BondsJul 7, 20160.00%
-0.13%
3.55%
3
Delaware Tax-Free New York FundMunicipal BondsNov 5, 19870.80%
-0.02%
2.25%
3.96%
9
Franklin Ohio Tax-Free Income FundMunicipal BondsApr 2, 19850.66%
0.05%
1.82%
3.48%
27
Delaware Tax-Free Oregon FundMunicipal BondsMay 3, 19920.90%
-0.13%
1.77%
3.39%
13
Federated Hermes Total Return Bond Fund Institutio...Intermediate Core BondOct 1, 19960.39%
-0.64%
2.34%
4.19%
34
Federated Hermes Total Return Bond FundIntermediate Core-Plus BondOct 1, 19960.69%
-0.69%
1.94%
3.91%
31
Fidelity Advisor Limited Term Municipal Income Fun...Municipal BondsJul 23, 20030.65%
0.06%
1.34%
2.09%
75
Franklin Michigan Tax-Free Income FundMunicipal BondsApr 2, 19850.68%
-0.04%
1.85%
3.32%
25
Fidelity Intermediate Treasury Bond Index FundGovernment Bonds0.03%
0.05%
3.66%
28
Fidelity Flex Conservative Income Municipal Bond F...Municipal BondsOct 12, 20170.00%
0.44%
2.84%
98
Fidelity Flex Municipal Income FundMunicipal BondsOct 12, 20170.00%
0.29%
3.23%
47

Rows per page

741–760 of 2001

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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