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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
MFS Limited Maturity FundShort-Term BondFeb 26, 19920.57%
0.03%
2.21%
4.04%
91
BlackRock MuniYield Quality Fund IIMunicipal BondsSep 21, 19922.18%5.45%
BlackRock MuniYield Quality FundMunicipal BondsJul 21, 19922.07%
-1.45%
1.15%
6.34%
4
MFS Total Return Bond FundIntermediate Core-Plus BondJan 4, 19990.45%
-0.15%
2.02%
3.88%
37
MainStay MacKay California Tax Free Opportunities ...Municipal BondsFeb 27, 20130.77%
-0.11%
2.18%
3.32%
20
MFS North Carolina Municipal Bond FundMunicipal BondsOct 30, 19840.84%
-0.03%
1.72%
3.30%
19
MFS New York Municipal Bond FundMunicipal BondsJun 5, 19880.83%
0.08%
1.86%
3.53%
16
Morningstar Defensive Bond FundShort-Term BondNov 2, 20180.52%
-0.30%
1.99%
78
MassMutual Short Duration Bond FundShort-Term BondSep 30, 19940.51%
0.03%
2.05%
4.09%
96
MainStay MacKay Short Term Municipal FundMunicipal BondsJan 1, 19910.40%
0.18%
1.59%
3.06%
82
Morningstar Multisector Bond FundMultisector BondsNov 1, 20180.58%
-1.50%
3.17%
62
Morningstar Municipal Bond FundMunicipal BondsNov 1, 20180.58%
-0.30%
1.56%
13
Morningstar Total Return Bond FundIntermediate Core BondNov 2, 20180.55%
-0.78%
1.97%
25
BlackRock US Mortgage PortfolioMultisector BondsJul 28, 20050.45%4.37%
MFS Virginia Municipal Bond FundMunicipal BondsOct 30, 19840.81%
-0.36%
1.64%
2.98%
15
Morgan Stanley Institutional Fund Trust High Yield...High Yield BondsFeb 7, 20120.65%5.28%
MainStay MacKay Strategic Municipal Allocation Fun...Municipal BondsJun 27, 20190.97%
0.01%
3.06%
48
MFS Municipal Limited Maturity FundMunicipal BondsMar 16, 19920.60%
-0.12%
2.05%
3.08%
69
MainStay MacKay Total Return Bond FundIntermediate Core-Plus BondJan 2, 19910.45%
-0.01%
2.58%
4.48%
40
BlackRock MuniAssets FundMunicipal BondsJun 25, 19931.96%
-0.08%
1.77%
6.32%
8

Rows per page

1121–1140 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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