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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
State Street Aggregate Bond Index PortfolioIntermediate Core BondSep 19, 20140.02%
-0.10%
27.84%
3.75%
23
State Street Income FundIntermediate Core-Plus BondJan 2, 19800.20%
-0.41%
3.65%
13
State Street Aggregate Bond Index FundIntermediate Core BondSep 19, 20140.23%
0.24%
-19.37%
4.03%
25
State Street Aggregate Bond Index Fund Class KTotal Bond Market0.03%
0.24%
-19.27%
4.05%
23
Allspring Short-Term Bond Plus FundShort-Term BondAug 31, 19990.47%
0.45%
2.70%
4.56%
97
Sierra Tactical Core Income FundNontraditional BondsDec 26, 20111.35%
-0.48%
2.45%
4.37%
28
Allspring Short-Term High Yield Bond FundHigh Yield BondsFeb 29, 20000.94%
-0.24%
3.76%
5.13%
95
Invesco Short Term Bond FundShort-Term BondAug 30, 20020.97%
-0.23%
1.89%
3.71%
70
Sextant Short Term Bond FundShort-Term BondSep 28, 19950.60%
0.28%
1.74%
3.14%
74
Sierra Tactical Bond FundNontraditional BondsSep 30, 20191.63%
-0.15%
5.08%
4
Virtus Seix Core Bond FundIntermediate Core BondJun 11, 19920.64%
-0.27%
1.25%
3.63%
12
Sierra Tactical Municipal FundHigh Yield MuniDec 26, 20180.92%
0.35%
3.66%
7
Hartford Schroders Tax-Aware Bond FundIntermediate Core BondOct 3, 20110.49%
-0.04%
1.83%
3.49%
8
Western Asset Municipal High Income FundHigh Yield MuniNov 5, 19920.83%
0.30%
2.44%
3.85%
12
Allspring Core Plus Bond FundIntermediate Core-Plus BondJul 13, 19980.69%
0.04%
2.59%
4.53%
27
Carillon Reams Unconstrained Bond FundNontraditional BondsSep 28, 20110.50%
0.41%
4.05%
5.90%
65
SEI Tax Exempt Trust Short Duration Municipal FundMunicipal BondsNov 12, 20030.63%
0.34%
1.38%
2.56%
79
Spectrum Unconstrained FundNontraditional BondsApr 15, 20212.43%
-0.86%
2.87%
48
SEI Institutional Investments Trust Ultra Short Du...Ultrashort BondFeb 28, 20110.22%
0.29%
2.48%
4.10%
96
Spectrum Low Volatility FundNontraditional BondsDec 15, 20132.34%
0.47%
6.50%
5.92%
74

Rows per page

1681–1700 of 1996

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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