The table below compares the performance and other essential indicators like dividend yield and expense ratio of 8 Long-Term Bond mutual funds.
Click on any fund in the list to see complete information, including risk and performance analysis.
Category: Long-Term Bond
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | 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% | -2.97% | 2.22% | 4.61% | ||||||||
SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | Apr 20, 2004 | 0.14% | -4.05% | 2.35% | 4.87% | ||||||||
PIMCO Long Duration Total Return Fund | Long-Term Bond | Aug 30, 2006 | 0.50% | -3.12% | 2.30% | 3.54% | ||||||||
PIMCO Long-Term Credit Bond Fund | Long-Term Bond | Mar 30, 2009 | 0.55% | -2.36% | 3.13% | 4.81% | ||||||||
T. Rowe Price Institutional Long Duration Credit F... | Long-Term Bond | Jun 2, 2013 | 0.45% | -3.32% | 3.42% | 5.31% | ||||||||
Sextant Bond Income Fund | Long-Term Bond | Feb 28, 1993 | 0.65% | -3.10% | 0.92% | 2.02% | ||||||||
SEI Institutional Investments Trust Long Duration ... | Long-Term Bond | Jun 28, 2012 | 0.14% | -3.68% | 2.25% | 4.83% | ||||||||
Spirit of America Income Fund | Long-Term Bond | Dec 30, 2008 | 1.12% | 1.65% | 3.30% | 6.22% |
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