The Best Long-Term Bond Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Long-Term Bond mutual funds.
- Number of Funds
- 9
- Avg. Expense Ratio
- 0.48%
- Avg. Yield
- 4.78%
- Avg. 1 Year Return
- 5.79%
- Median Risk/Return Score
- 12 / 100
The Best Long-Term Bond Mutual Funds
8 results
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Delaware Extended Duration Bond Fund | Long-Term Bond | Sep 14, 1998 | 0.57% | 1.22% | 2.03% | 5.17% | 13 | ||||||||
| SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | Apr 20, 2004 | 0.14% | 0.60% | 1.37% | 5.15% | 10 | ||||||||
| PIMCO Long Duration Total Return Fund | Long-Term Bond | Aug 30, 2006 | 0.50% | 0.62% | 1.68% | 4.69% | 11 | ||||||||
| PIMCO Long-Term Credit Bond Fund | Long-Term Bond | Mar 30, 2009 | 0.55% | 1.07% | 2.73% | 5.80% | 14 | ||||||||
| T. Rowe Price Institutional Long Duration Credit F... | Long-Term Bond | Jun 2, 2013 | 0.45% | 1.04% | 2.22% | 5.34% | 15 | ||||||||
| Sextant Bond Income Fund | Long-Term Bond | Feb 28, 1993 | 0.65% | — | — | 2.94% | — | ||||||||
| SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | Jun 28, 2012 | 0.14% | 0.58% | 1.62% | 5.13% | 11 | ||||||||
| Spirit of America Income Fund | Long-Term Bond | Dec 30, 2008 | 1.12% | 1.19% | 3.23% | 6.64% | 35 |
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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5 Years
Best Long-Term Bond Mutual funds by Risk/Return Score
The top Long-Term Bond Mutual funds by PortfoliosLab Risk/Return Score are SOAIX (35) and RPLCX (15).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Spirit of America Income Fund | 35 | — | Dec 2008 | |
| T. Rowe Price Institutional Long Duration Credit F... | 15 | — | Jun 2013 | |
| PIMCO Long-Term Credit Bond Fund | 14 | — | Mar 2009 | |
| Delaware Extended Duration Bond Fund | 13 | — | Sep 1998 | |
| SEI Institutional Investments Trust Long Duration ... | 11 | — | Jun 2012 |
Best-Performing Long-Term Bond Mutual funds Over 5 Years
The top Long-Term Bond Mutual funds is SOAIX (1.48%).
Across the lineup, Long-Term Bond Mutual funds show an average 1-year return of 5.79% and an average 5-year return of -1.39%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Spirit of America Income Fund | 1.48% | — | Dec 2008 | |
| PIMCO Long-Term Credit Bond Fund | -2.45% | — | Mar 2009 | |
| Delaware Extended Duration Bond Fund | -2.89% | — | Sep 1998 | |
| T. Rowe Price Institutional Long Duration Credit F... | -2.90% | — | Jun 2013 | |
| PIMCO Long Duration Total Return Fund | -3.42% | — | Aug 2006 |
Lowest-Cost Long-Term Bond Mutual funds
The top Long-Term Bond Mutual funds is LDRAX (0.14%).
With an average expense ratio of 0.48%, Long-Term Bond Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| SEI Institutional Investments Trust Long Duration ... | 0.14% | — | Apr 2004 | |
| SEI Institutional Investments Trust Long Duration ... | 0.14% | — | Jun 2012 | |
| T. Rowe Price Institutional Long Duration Credit F... | 0.45% | — | Jun 2013 | |
| PIMCO Long Duration Total Return Fund | 0.50% | — | Aug 2006 | |
| PIMCO Long-Term Credit Bond Fund | 0.55% | — | Mar 2009 |
Highest-Yield Long-Term Bond Mutual funds
The top Long-Term Bond Mutual funds is SOAIX (6.64%).
Across the lineup, Long-Term Bond Mutual funds show an average dividend yield of 4.78%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Spirit of America Income Fund | 6.64% | — | Dec 2008 | |
| PIMCO Long-Term Credit Bond Fund | 5.80% | — | Mar 2009 | |
| T. Rowe Price Institutional Long Duration Credit F... | 5.34% | — | Jun 2013 | |
| Delaware Extended Duration Bond Fund | 5.17% | — | Sep 1998 | |
| SEI Institutional Investments Trust Long Duration ... | 5.15% | — | Apr 2004 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
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