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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 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
PIMCO Total Return ESG FundIntermediate Core-Plus BondMay 1, 19910.51%
-0.54%
1.85%
3.58%
31
Payden Core Bond FundIntermediate Core-Plus BondDec 31, 19930.53%
-0.24%
2.16%
4.67%
40
RBC BlueBay Core Plus Bond FundIntermediate Core-Plus BondOct 31, 20210.45%
-1.09%
4.64%
29
PIMCO Strategic Income FundIntermediate Core-Plus Bond
-0.32%
3.93%
8.82%
2
Russell Investments Strategic Bond FundIntermediate Core-Plus BondJun 22, 20050.45%
-0.19%
1.79%
4.85%
32
Aspiriant Risk-Managed Taxable Bond FundIntermediate Core-Plus BondMar 29, 20180.69%
-0.93%
3.37%
39
Virtus Seix Total Return Bond FundIntermediate Core-Plus BondDec 30, 19970.46%
-0.34%
1.43%
3.84%
27
Virtus Newfleet Core Plus Bond FundIntermediate Core-Plus BondMar 7, 19960.55%
-0.39%
2.70%
4.60%
43
Carillon Reams Core Plus Bond FundIntermediate Core-Plus BondNov 25, 19960.40%
0.08%
2.92%
3.83%
54
DWS Total Return Bond FundIntermediate Core-Plus BondApr 24, 19280.55%
-0.49%
2.11%
5.24%
43
SEI Tax Exempt Trust Tax-Advantaged Income FundIntermediate Core-Plus BondSep 4, 20070.86%
0.09%
2.82%
4.15%
9
Western Asset Mortgage Total Return FundIntermediate Core-Plus BondNov 6, 19920.94%
0.20%
1.29%
4.49%
33
ALPS/Smith Total Return Bond FundIntermediate Core-Plus BondJun 29, 20180.99%
-0.15%
4.20%
31
AllianceBernstein Intermediate Duration PortfolioIntermediate Core-Plus BondJan 17, 19890.56%
-0.24%
1.78%
4.26%
29
Symmetry Panoramic US Fixed Income FundIntermediate Core-Plus BondNov 12, 20180.45%
-0.49%
3.92%
33
Columbia Total Return Bond FundIntermediate Core-Plus BondDec 5, 19780.49%
-0.37%
2.40%
4.48%
39
State Street Income FundIntermediate Core-Plus BondJan 2, 19800.20%
-0.51%
3.66%
23
Allspring Core Plus Bond FundIntermediate Core-Plus BondJul 13, 19980.69%
-0.14%
2.60%
4.54%
38
TCW Total Return Bond FundIntermediate Core-Plus BondJun 17, 19930.49%
0.31%
1.52%
6.41%
42
TIAA-CREF Green Bond FundIntermediate Core-Plus BondNov 16, 20180.45%
-0.39%
3.97%
56

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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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