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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
Nuveen California Municipal Value FundMunicipal BondsOct 7, 19870.03%
4.45%
2.12%
3.77%
37
Northern California Tax Exempt FundMunicipal BondsApr 7, 19970.45%
0.20%
1.58%
3.74%
37
Nuveen California High Yield Municipal Bond FundMunicipal BondsMar 27, 20060.61%
0.38%
2.00%
4.63%
13
New Covenant Income FundShort-Term BondJul 1, 19990.96%
-0.09%
1.50%
2.98%
49
Nuveen Core Impact Bond Managed Accounts PortfolioIntermediate Core-Plus BondJul 9, 20200.00%
0.05%
4.67%
44
Northern California Intermediate Tax-Exempt FundMunicipal BondsSep 30, 19990.45%
-0.36%
1.44%
3.24%
26
Columbia California Intermediate Municipal Bond Fu...Municipal BondsAug 18, 20020.47%
-0.25%
1.84%
2.90%
54
Nuveen High Yield Income FundHigh Yield BondsApr 28, 20100.74%
0.39%
6.78%
8.39%
93
Neuberger Berman Core Bond FundIntermediate Core BondSep 29, 19950.39%
-0.15%
1.90%
4.34%
37
Nuveen California Municipal Bond FundMunicipal BondsJun 30, 19860.54%
0.68%
2.08%
3.92%
22
Virtus Convertible and Income Fund IIConvertible BondsJul 31, 20030.03%
2.69%
8.54%
10.43%
92
U.S. Global Investors Near-Term Tax Free FundMunicipal BondsDec 3, 19900.45%
-0.09%
1.01%
2.26%
47
Loomis Sayles High Income FundHigh Yield BondsFeb 22, 19841.01%
-0.50%
4.83%
4.47%
53
Loomis Sayles Limited Term Government And Agency F...Government BondsJan 2, 19890.69%
-0.02%
1.40%
2.90%
89
Loomis Sayles Core Plus Bond FundIntermediate Core-Plus BondNov 7, 19730.71%
-0.12%
2.30%
3.62%
48
Loomis Sayles Strategic Income FundMultisector BondsApr 30, 19950.95%
-1.20%
3.44%
3.74%
55
Nebraska Municipal FundMunicipal BondsNov 16, 19930.98%
0.11%
0.77%
3.02%
21
Neuberger Berman Floating Rate Income FundBank LoanDec 28, 20090.97%
-0.72%
4.48%
6.24%
89
Northern High Yield Fixed Income FundHigh Yield BondsDec 31, 19980.60%
-0.02%
5.58%
6.97%
87
Neuberger Berman High Income Bond FundHigh Yield BondsJan 31, 19920.85%
-0.78%
4.74%
5.96%
81

Rows per page

1181–1200 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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