The Best Mortgage Backed Securities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Mortgage Backed Securities mutual funds.
Category is Mortgage Backed Securities
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| First Trust Mortgage Income Fund | Mortgage Backed Securities | May 25, 2005 | 0.03% | -2.09% | 3.91% | 6.97% | 14 | ||||||||
| Nuveen Mortgage and Income Fund | Mortgage Backed Securities | Nov 25, 2009 | 0.04% | 2.20% | 6.04% | 10.16% | 25 | ||||||||
| T. Rowe Price GNMA Fund Class I | Mortgage Backed Securities | May 4, 2017 | 0.41% | 0.04% | — | 3.65% | 58 | ||||||||
| TwentyFour Income Fund Limited | Mortgage Backed Securities | — | — | -4.22% | 0.36% | 0.10% | 3 | ||||||||
| Invesco Quality Income Fund Class R6 | Mortgage Backed Securities | Apr 4, 2017 | 0.53% | -0.17% | — | 3.44% | 63 | ||||||||
| Tomorrow's Scholar College Savings Plan - ING GNMA... | Mortgage Backed Securities | — | — | 0.09% | — | 0.00% | 43 |
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