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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 135 Intermediate Core-Plus Bond mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Intermediate Core-Plus Bond
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AAIIX
Ancora Income FundIntermediate Core-Plus BondJan 5, 20042.20%
4.65%
3.90%
5.08%
AB Total Return Bond PortfolioIntermediate Core-Plus BondJul 1, 19990.77%
-0.55%
1.28%
4.10%
American Century Core Plus FundIntermediate Core-Plus BondNov 30, 20060.54%
-0.49%
1.46%
4.51%
AB Income FundIntermediate Core-Plus BondAug 28, 19870.54%
-0.85%
4.99%
AMG Beutel Goodman Core Plus Bond FundIntermediate Core-Plus BondJul 18, 20110.49%
-0.39%
1.36%
4.35%
Horizon Active Income FundIntermediate Core-Plus BondSep 29, 20130.89%
-0.68%
-0.04%
4.10%
AAMA Income FundIntermediate Core-Plus BondJun 30, 20170.92%
0.88%
2.07%
American Funds Strategic Bond FundIntermediate Core-Plus BondMar 18, 20160.71%
-2.04%
3.10%
Archer Income FundIntermediate Core-Plus BondMar 11, 20110.98%
2.05%
1.85%
3.99%
Columbia Quality Income FundIntermediate Core-Plus BondFeb 14, 20020.89%
-2.10%
0.49%
4.00%
Brown Advisory Sustainable Bond FundIntermediate Core-Plus BondAug 7, 20170.49%
-1.17%
4.16%
BlackRock Sustainable Total Return FundIntermediate Core-Plus BondOct 19, 20210.75%
-0.84%
3.90%
BBH Income FundIntermediate Core-Plus BondJun 27, 20180.47%
0.58%
5.59%
Baird Core Plus Bond FundIntermediate Core-Plus BondSep 29, 20000.55%
-0.21%
1.87%
3.41%
Brandes Core Plus Fixed Income FundIntermediate Core-Plus BondDec 28, 20070.30%
-0.06%
1.67%
3.75%
DoubleLine Infrastructure Income FundIntermediate Core-Plus BondApr 1, 20160.57%
1.00%
3.78%
SEI Catholic Values Trust Catholic Values Fixed In...Intermediate Core-Plus BondApr 30, 20150.71%
-1.32%
3.39%
Calvert Green Bond FundIntermediate Core-Plus BondOct 31, 20130.48%
-0.72%
1.64%
3.50%
Invesco Core Plus Bond FundIntermediate Core-Plus BondJun 3, 20090.50%
0.42%
2.16%
4.85%
Catholic Responsible Investments Bond FundIntermediate Core-Plus BondDec 2, 20210.51%
-0.48%
4.19%

1–20 of 135

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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