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 126 Intermediate Core-Plus Bond mutual funds.

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

Asset Class

Category

Issuer

Currency

Year-to-Date Return

< 0.0%

—

> 10.0%

10-Year Annualized Return

< 0.0%

—

> 10.0%

Sharpe Ratio

< 0.0

—

> 0.1

Omega ratio

< 0.0

—

> 0.1

Sortino ratio

< 0.0

—

> 0.1

Calmar ratio

< 0.0

—

> 0.1

Ulcer Index

< 0.0%

—

> 10.0%

10Y Volatility

< 0.0%

—

> 10.0%

Maximum Drawdown

< 0.0%

—

> 10.0%

Dividend Yield

< 0.0%

—

> 10.0%

Symbol	Full name	Category	Inception	Expense Ratio	YTD Ret.	10Y Ann. Ret.	Div. Yield	Max. Drawdown	Sharpe Ratio	Sortino ratio	Omega ratio	Calmar ratio	Ulcer Index
CSIBX	Calvert Bond Fund	Intermediate Core-Plus Bond	Aug 24, 1987	0.73%	0.0%	1.6%	3.9%	-17.2%	0.2	0.6	1.1	0.3	1.9%
CTRIX	Calamos Total Return Bond Fund	Intermediate Core-Plus Bond	Jun 27, 2007	0.65%	-0.6%	1.0%	3.8%	-17.1%	0.2	0.2	1.0	0.2	2.2%
CTRZX	Multi-Manager Total Return Bond Strategies Fund	Intermediate Core-Plus Bond	Jan 3, 2017	0.49%	-0.9%	0.2%	4.1%	-19.2%	0.0	0.4	1.0	0.1	2.3%
DBLFX	DoubleLine Core Fixed Income Fund	Intermediate Core-Plus Bond	Jun 1, 2010	0.47%	-0.5%	1.5%	4.8%	-17.1%	-0.0	0.4	1.0	-0.0	2.0%
DCCGX	Dunham Corporate/Government Bond Fund	Intermediate Core-Plus Bond	Dec 10, 2004	2.00%	-1.2%	0.3%	2.4%	-17.5%	-0.1	0.2	1.0	-0.1	2.0%
DCFFX	Destinations Core Fixed Income Fund	Intermediate Core-Plus Bond	Mar 20, 2017	0.79%	-1.1%	-0.7%	3.6%	-18.6%	-0.1	0.1	1.0	-0.2	2.3%
DCPYX	BNY Mellon Core Plus Fund	Intermediate Core-Plus Bond	Dec 2, 2010	0.40%	-0.6%	1.9%	4.0%	-19.0%	0.2	0.6	1.1	0.3	2.2%
DPDFX	Delaware Diversified Income Fund	Intermediate Core-Plus Bond	Dec 29, 1997	0.70%	-1.3%	1.6%	4.1%	-19.8%	0.1	0.5	1.1	0.2	2.7%
DSBFX	Domini Impact Bond Fund	Intermediate Core-Plus Bond	Jun 1, 2000	0.87%	-1.4%	1.0%	2.8%	-19.5%	-0.1	0.3	1.0	-0.1	2.4%
EIBAX	Eaton Vance Total Return Bond Fund	Intermediate Core-Plus Bond	Nov 17, 2009	0.49%	-0.4%	2.6%	5.3%	-17.2%	0.1	0.4	1.0	0.1	2.3%
EIGIX	Eaton Vance Core Bond Fund	Intermediate Core-Plus Bond	Mar 21, 2007	0.49%	-1.0%	1.5%	3.9%	-17.7%	0.0	0.3	1.0	0.0	2.3%
EINFX	Elfun Income Fund	Intermediate Core-Plus Bond	Dec 31, 1984	0.29%	-1.8%	1.3%	5.6%	-18.9%	0.0	-0.0	1.0	0.0	2.6%
FBDAX	Franklin Total Return Fund	Intermediate Core-Plus Bond	Aug 3, 1998	0.63%	-0.8%	0.9%	3.7%	-20.0%	0.1	0.5	1.0	0.1	2.3%
FEBGX	Fidelity Environmental Bond Fund	Intermediate Core-Plus Bond	Jun 15, 2021	0.36%	-1.1%	N/A	4.2%	-19.1%	0.1	0.2	1.0	0.1	2.3%
FIALX	Fidelity Sustainable Core Plus Bond Fund	Intermediate Core-Plus Bond	Apr 13, 2022	0.45%	-0.4%	N/A	4.0%	-9.6%	0.2	0.3	1.0	0.2	2.1%
FIWGX	Strategic Advisers Fidelity Core Income Fund	Intermediate Core-Plus Bond	Oct 16, 2018	0.46%	-0.5%	N/A	3.8%	-17.8%	0.1	0.3	1.0	0.2	2.2%
FSMIX	Franklin Strategic Mortgage Fund	Intermediate Core-Plus Bond	Feb 1, 1993	0.75%	-2.5%	0.6%	3.2%	-17.0%	-0.2	0.1	1.0	-0.3	2.6%
FTRFX	Federated Hermes Total Return Bond Fund	Intermediate Core-Plus Bond	Oct 1, 1996	0.69%	-1.6%	1.5%	3.6%	-17.1%	-0.1	-0.1	1.0	-0.1	2.4%
GIBIX	Guggenheim Total Return Bond Fund	Intermediate Core-Plus Bond	Nov 30, 2011	0.50%	-0.0%	2.6%	4.6%	-20.6%	0.1	0.5	1.1	0.2	2.2%
GMDYX	GuideStone Funds Medium-Duration Bond Fund	Intermediate Core-Plus Bond	Aug 27, 2001	0.39%	-0.9%	1.5%	3.6%	-20.4%	0.1	0.4	1.0	0.1	2.2%

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.

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Time Period