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The Best Municipal Bonds Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Municipal Bonds mutual funds.


Category is Municipal Bonds
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
Invesco California Municipal FundMunicipal BondsNov 2, 19880.75%
-0.76%
3.00%
2.77%
6
Invesco Rochester AMT-Free New York Municipal FundMunicipal BondsAug 15, 19840.84%
-0.59%
2.49%
3.01%
6
Invesco AMT-Free Municipal FundMunicipal BondsOct 26, 19760.75%
-0.59%
3.45%
2.63%
7
Invesco Rochester Municipal Opportunities Fund Cla...Municipal BondsNov 29, 20100.92%
-0.76%
4.42%
3.80%
5
Invesco Short Term Municipal FundMunicipal BondsDec 5, 20100.50%
-0.27%
2.02%
2.20%
84
Aquila Tax-Free Trust of OregonMunicipal BondsJun 15, 19860.70%
-0.08%
1.07%
2.77%
47
JPMorgan Short-Intermediate Municipal Bond FundMunicipal BondsMay 3, 19980.87%
0.01%
1.14%
2.39%
63
Old Westbury California Municipal Bond FundMunicipal BondsDec 3, 20180.57%
-0.42%
2.57%
43
Old Westbury Municipal Bond FundMunicipal BondsMar 5, 19980.57%
-0.24%
1.41%
2.63%
38
Old Westbury New York Municipal Bond FundMunicipal BondsDec 3, 20180.57%
-0.12%
2.40%
40
Sterling Capital West Virginia Intermediate Tax-Fr...Municipal BondsNov 30, 19930.58%
-0.27%
1.78%
2.86%
56
Federated Hermes Pennsylvania Municipal Inc FdMunicipal BondsOct 10, 19900.76%
0.33%
1.85%
3.12%
21
PGIM California Muni Income FundMunicipal BondsDec 2, 19900.69%
-0.53%
1.70%
2.90%
43
Pioneer AMT Free Municipal FundMunicipal BondsSep 29, 19960.78%
-1.03%
0.76%
4.62%
3
PIMCO California Short Duration Municipal Income F...Municipal BondsAug 30, 20060.33%
0.24%
1.67%
2.90%
91
PIMCO California Intermediate Municipal Bond FundMunicipal BondsMay 22, 20000.46%
-0.11%
2.05%
3.43%
45
PACE Municipal Fixed Income InvestmentsMunicipal BondsAug 23, 19950.57%
0.06%
1.88%
2.80%
48
PIMCO California Municipal Income FundMunicipal BondsJun 29, 2001
-0.52%
-1.63%
5.03%
4
PIMCO California Municipal Bond FundMunicipal BondsMay 30, 20120.44%
0.42%
2.74%
3.65%
30
PGIM Short Duration Muni FundMunicipal BondsMay 28, 20140.32%
0.13%
1.85%
2.89%
62

Rows per page

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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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