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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
Allspring Municipal Bond FundMunicipal BondsApr 7, 20050.74%
0.52%
2.03%
2.86%
33
WesMark West Virginia Municipal Bond FundMunicipal BondsApr 13, 19971.10%
0.48%
1.21%
2.28%
37
Weitz Nebraska Tax-Free Income FundMunicipal BondsDec 28, 20060.45%
0.67%
1.41%
2.55%
43
JPMorgan Core Bond FundIntermediate Core BondMay 31, 19910.50%
0.60%
2.01%
4.02%
24
Delaware Ivy High Income FundHigh Yield BondsJul 31, 19971.70%
-1.25%
4.15%
5.19%
42
Allspring Income Plus FundMultisector BondsJan 30, 20130.60%
0.69%
4.27%
5.29%
71
Allspring Short-Term Municipal Bond FundMunicipal BondsJan 30, 20031.38%
0.28%
0.70%
1.53%
57
Wilmington Municipal Bond FundMunicipal BondsNov 1, 19930.49%
0.19%
1.52%
2.44%
49
Segall Bryant & Hamill Colorado Tax Free FundMunicipal BondsMay 30, 19910.65%
0.86%
1.77%
3.46%
56
Segall Bryant & Hamill Plus Bond FundIntermediate Core-Plus BondJun 1, 19880.55%
0.58%
2.39%
4.12%
26
Segall Bryant & Hamill Quality High Yield FundHigh Yield BondsJun 1, 19880.85%
0.46%
4.94%
4.12%
95
Pioneer ILS Interval FundHigh Yield BondsDec 16, 20141.88%
6.11%
8.96%
100
Invesco Senior Loan FundBank LoanOct 3, 19891.45%
-1.33%
5.38%
49
Federated Hermes Project and Trade Finance Tender ...Bank LoanJan 31, 20170.41%
1.62%
6.11%
80
Voya Senior Income FundBank LoanApr 1, 20011.51%
-0.13%
6.19%
57
Invesco Senior Loan Fund Class ICBank LoanJun 15, 20031.60%
-1.96%
4.66%
35

Rows per page

1981–1996 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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