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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 126 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

< 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%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
CSIBXCalvert Bond FundIntermediate Core-Plus BondAug 24, 19870.73%0.0%1.6%3.9%-17.2%0.20.61.10.31.9%
CTRIXCalamos Total Return Bond FundIntermediate Core-Plus BondJun 27, 20070.65%-0.6%1.0%3.8%-17.1%0.20.21.00.22.2%
CTRZXMulti-Manager Total Return Bond Strategies FundIntermediate Core-Plus BondJan 3, 20170.49%-0.9%0.2%4.1%-19.2%0.00.41.00.12.3%
DBLFXDoubleLine Core Fixed Income FundIntermediate Core-Plus BondJun 1, 20100.47%-0.5%1.5%4.8%-17.1%-0.00.41.0-0.02.0%
DCCGXDunham Corporate/Government Bond FundIntermediate Core-Plus BondDec 10, 20042.00%-1.2%0.3%2.4%-17.5%-0.10.21.0-0.12.0%
DCFFXDestinations Core Fixed Income FundIntermediate Core-Plus BondMar 20, 20170.79%-1.1%-0.7%3.6%-18.6%-0.10.11.0-0.22.3%
DCPYXBNY Mellon Core Plus FundIntermediate Core-Plus BondDec 2, 20100.40%-0.6%1.9%4.0%-19.0%0.20.61.10.32.2%
DPDFXDelaware Diversified Income FundIntermediate Core-Plus BondDec 29, 19970.70%-1.3%1.6%4.1%-19.8%0.10.51.10.22.7%
DSBFXDomini Impact Bond FundIntermediate Core-Plus BondJun 1, 20000.87%-1.4%1.0%2.8%-19.5%-0.10.31.0-0.12.4%
EIBAXEaton Vance Total Return Bond FundIntermediate Core-Plus BondNov 17, 20090.49%-0.4%2.6%5.3%-17.2%0.10.41.00.12.3%
EIGIXEaton Vance Core Bond FundIntermediate Core-Plus BondMar 21, 20070.49%-1.0%1.5%3.9%-17.7%0.00.31.00.02.3%
EINFXElfun Income FundIntermediate Core-Plus BondDec 31, 19840.29%-1.8%1.3%5.6%-18.9%0.0-0.01.00.02.6%
FBDAXFranklin Total Return FundIntermediate Core-Plus BondAug 3, 19980.63%-0.8%0.9%3.7%-20.0%0.10.51.00.12.3%
FEBGXFidelity Environmental Bond FundIntermediate Core-Plus BondJun 15, 20210.36%-1.1%N/A4.2%-19.1%0.10.21.00.12.3%
FIALXFidelity Sustainable Core Plus Bond FundIntermediate Core-Plus BondApr 13, 20220.45%-0.4%N/A4.0%-9.6%0.20.31.00.22.1%
FIWGXStrategic Advisers Fidelity Core Income FundIntermediate Core-Plus BondOct 16, 20180.46%-0.5%N/A3.8%-17.8%0.10.31.00.22.2%
FSMIXFranklin Strategic Mortgage FundIntermediate Core-Plus BondFeb 1, 19930.75%-2.5%0.6%3.2%-17.0%-0.20.11.0-0.32.6%
FTRFXFederated Hermes Total Return Bond FundIntermediate Core-Plus BondOct 1, 19960.69%-1.6%1.5%3.6%-17.1%-0.1-0.11.0-0.12.4%
GIBIXGuggenheim Total Return Bond FundIntermediate Core-Plus BondNov 30, 20110.50%-0.0%2.6%4.6%-20.6%0.10.51.10.22.2%
GMDYXGuideStone Funds Medium-Duration Bond FundIntermediate Core-Plus BondAug 27, 20010.39%-0.9%1.5%3.6%-20.4%0.10.41.00.12.2%

21–40 of 126

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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