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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 125 Intermediate Core-Plus Bond mutual funds.

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

Year-to-Date Return

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10-Year Annualized Return

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Sharpe Ratio

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Omega ratio

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Sortino ratio

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Calmar ratio

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Ulcer Index

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10Y Volatility

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Maximum Drawdown

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Dividend Yield

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SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AAIIXAncora Income FundIntermediate Core-Plus BondJan 5, 20042.20%-0.1%2.9%7.4%-35.5%-0.5
ABQUXAB Total Return Bond PortfolioIntermediate Core-Plus BondJul 1, 19990.77%1.2%1.2%5.3%-23.8%-0.5
ACCNXAmerican Century Core Plus FundIntermediate Core-Plus BondNov 30, 20060.54%0.9%1.2%4.7%-19.2%-0.6
ACGYXAB Income FundIntermediate Core-Plus BondAug 28, 19870.54%1.0%1.1%6.6%-21.3%-0.5
ADLIXAMG Beutel Goodman Core Plus Bond FundIntermediate Core-Plus BondJul 18, 20110.49%2.0%1.5%5.2%-17.8%-0.4
AMFIXAAMA Income FundIntermediate Core-Plus BondJun 30, 20170.92%1.2%-0.2%1.2%-9.4%-0.4
ANBAXAmerican Funds Strategic Bond FundIntermediate Core-Plus BondMar 18, 20160.71%0.3%2.0%6.0%-17.9%-0.6
ARINXArcher Income FundIntermediate Core-Plus BondMar 11, 20110.98%-0.5%1.3%3.9%-9.4%-0.4
AUGAXColumbia Quality Income FundIntermediate Core-Plus BondFeb 14, 20020.89%-0.6%0.1%4.2%-23.0%-1.0
BASBXBrown Advisory Sustainable Bond FundIntermediate Core-Plus BondAug 7, 20170.49%0.6%0.4%3.1%-17.7%-0.7
BASTXBlackRock Sustainable Total Return FundIntermediate Core-Plus BondOct 19, 20210.75%1.7%-7.6%6.4%-19.4%-0.3
BBNIXBBH Income FundIntermediate Core-Plus BondJun 27, 20180.47%2.3%1.3%6.4%-18.7%-0.3
BCOSXBaird Core Plus Bond FundIntermediate Core-Plus BondSep 29, 20000.55%1.1%1.6%3.7%-18.4%-0.4
BCPIXBrandes Core Plus Fixed Income FundIntermediate Core-Plus BondDec 28, 20070.30%1.9%1.4%4.4%-18.3%-0.1
BIATXBrown Advisory Total Return Fund Investor SharesIntermediate Core-Plus BondOct 30, 20140.47%0.5%1.3%3.2%-17.7%-0.6
BILDXDoubleLine Infrastructure Income FundIntermediate Core-Plus BondApr 1, 20160.57%2.9%1.6%4.3%-15.7%-0.3
CFVAXSEI Catholic Values Trust Catholic Values Fixed Income FundIntermediate Core-Plus BondApr 30, 20150.71%1.1%0.6%3.3%-20.2%-0.5
CGBIXCalvert Green Bond FundIntermediate Core-Plus BondOct 31, 20130.48%1.3%1.4%3.3%-17.2%-0.5
CPBYXInvesco Core Plus Bond FundIntermediate Core-Plus BondJun 3, 20090.50%0.2%2.0%5.6%-20.7%-0.5
CSIBXCalvert Bond FundIntermediate Core-Plus BondAug 24, 19870.73%1.8%1.5%4.2%-17.2%-0.3

1–20 of 125

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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