PortfoliosLab logoPortfoliosLab logo

The Best Intermediate Core-Plus Bond Mutual Funds

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


Category is Intermediate Core-Plus 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
Ancora Income FundIntermediate Core-Plus BondJan 5, 20042.20%
-0.31%
3.19%
5.14%
21
American Century Core Plus FundIntermediate Core-Plus BondNov 30, 20060.54%
-0.95%
1.70%
4.37%
53
AB Income FundIntermediate Core-Plus BondAug 28, 19870.54%
-1.08%
4.62%
42
Horizon Active Income FundIntermediate Core-Plus BondSep 29, 20130.89%
-0.88%
0.60%
4.10%
20
AAMA Income FundIntermediate Core-Plus BondJun 30, 20170.92%
0.21%
2.22%
98
American Funds Strategic Bond FundIntermediate Core-Plus BondMar 18, 20160.71%
-1.03%
3.01%
22
Archer Income FundIntermediate Core-Plus BondMar 11, 20110.98%
-0.43%
2.29%
3.20%
87
Columbia Quality Income FundIntermediate Core-Plus BondFeb 14, 20020.89%
-0.28%
1.18%
3.87%
53
Brown Advisory Sustainable Bond FundIntermediate Core-Plus BondAug 7, 20170.49%
-0.30%
3.97%
47
BBH Income FundIntermediate Core-Plus BondJun 27, 20180.47%
-0.55%
4.81%
60
Baird Core Plus Bond FundIntermediate Core-Plus BondSep 29, 20000.30%
-0.36%
2.52%
4.31%
65
Baird Core Plus Bond FundIntermediate Core-Plus BondSep 29, 20000.55%
-0.40%
2.23%
3.84%
60
Brandes Core Plus Fixed Income FundIntermediate Core-Plus BondDec 28, 20070.30%
-0.55%
1.90%
4.10%
53
DoubleLine Infrastructure Income FundIntermediate Core-Plus BondApr 1, 20160.57%
-0.28%
4.44%
78
SEI Catholic Values Trust Catholic Values Fixed In...Intermediate Core-Plus BondApr 30, 20150.71%
-0.57%
0.86%
3.46%
41
Calvert Green Bond FundIntermediate Core-Plus BondOct 31, 20130.48%
-0.72%
1.89%
3.86%
73
Invesco Core Plus Bond FundIntermediate Core-Plus BondJun 3, 20090.50%
-0.86%
2.57%
4.32%
60
Catholic Responsible Investments Bond FundIntermediate Core-Plus BondDec 2, 20210.51%
-0.40%
3.93%
48
Calvert Bond FundIntermediate Core-Plus BondAug 24, 19870.73%
-0.88%
2.25%
4.03%
59
Calamos Total Return Bond FundIntermediate Core-Plus BondJun 27, 20070.65%
-0.63%
1.59%
3.60%
57

Rows per page

1–20 of 130

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

Loading graphics...