PortfoliosLab logoPortfoliosLab logo

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
Performance Trust Municipal Bond FundMunicipal BondsJun 29, 20110.48%
0.46%
2.37%
3.94%
43
Pacific Capital Tax Free Securities FundMunicipal BondsOct 13, 19940.12%
-0.42%
1.60%
1.71%
25
Payden California Municipal Social Impact FundMunicipal BondsDec 16, 19980.45%
-0.16%
2.69%
3.47%
45
RiverNorth Flexible Municipal Income Fund II Inc.Municipal Bonds3.27%
2.59%
7.95%
6
Russell Investments Tax-Exempt Bond FundMunicipal BondsSep 4, 19850.53%
0.00%
2.18%
3.24%
36
RiverNorth Opportunistic Municipal Income FundMunicipal Bonds4.92%
6.46%
7.46%
21
Aspiriant Risk-Managed Municipal Bond FundMunicipal BondsJul 1, 20150.42%
-0.32%
2.16%
2.89%
20
RiverNorth Managed Duration Municipal Income Fund ...Municipal Bonds
3.36%
7.62%
12
Invesco Rochester New York Municipals FundMunicipal BondsMay 14, 19860.78%
-0.90%
3.70%
3.14%
3
Robinson Tax Advantaged Income FundMunicipal BondsSep 29, 20141.33%
-0.21%
2.45%
4.92%
14
SEI Tax Exempt Trust California Municipal Bond Fun...Municipal BondsAug 18, 19980.60%
-0.90%
1.17%
2.15%
43
Western Asset Intermediate-Term Municipals FundMunicipal BondsNov 27, 19880.61%
0.01%
1.95%
3.21%
33
Western Asset New York Municipals FundMunicipal BondsJan 15, 19870.77%
0.12%
1.59%
3.24%
28
Western Asset Pennsylvania Municipals FundMunicipal BondsApr 3, 19940.80%
0.13%
1.70%
2.87%
33
DWS Massachusetts Tax Free FundMunicipal BondsMay 27, 19870.61%
0.44%
1.54%
3.44%
36
DWS Managed Municipal Bond FundMunicipal BondsOct 13, 19760.54%
0.42%
1.83%
4.86%
28
DWS Intermediate Tax-Free FundMunicipal BondsApr 11, 19830.48%
0.20%
1.98%
3.61%
53
Allspring California Tax-Free FundMunicipal BondsOct 5, 19880.75%
-0.11%
1.78%
4.25%
19
SEI Tax Exempt Trust Intermediate-Term Municipal F...Municipal BondsSep 4, 19890.63%
-0.16%
1.85%
2.99%
39
Carret Kansas Tax - Exempt Bond FundMunicipal BondsDec 9, 19900.48%
-0.41%
1.46%
1.97%
51

Rows per page

401–420 of 516

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

Loading graphics...