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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
SIT Tax Free Income FundMunicipal BondsSep 28, 19880.80%
0.27%
2.21%
3.56%
28
Spirit of America Municipal Tax Free Bond FundMunicipal BondsFeb 28, 20080.92%
-0.12%
1.26%
3.04%
39
Symmetry Panoramic Municipal Fixed Income FundMunicipal BondsNov 11, 20180.41%
0.02%
2.37%
45
Principal California Municipal FundMunicipal BondsJul 24, 19890.72%
-0.36%
1.90%
3.50%
26
SEI Tax Exempt Trust Short Duration Municipal FundMunicipal BondsNov 12, 20030.63%
0.24%
1.37%
2.56%
91
Schwab California Tax-Free Bond Fund™Municipal BondsFeb 23, 19920.48%
-0.38%
1.46%
2.98%
30
Schwab Opportunistic Municipal Bond FundMunicipal BondsMar 30, 20140.50%
0.02%
3.80%
18
Schwab Tax-Free Bond Fund™Municipal BondsSep 10, 19920.48%
-0.16%
1.60%
3.24%
30
John Hancock California Municipal Bond FundMunicipal BondsDec 28, 19890.81%
-0.38%
2.05%
3.83%
11
American Funds Tax-Exempt Fund of CaliforniaMunicipal BondsOct 27, 19860.57%
-0.17%
2.02%
3.03%
23
JHancock Municipal Opportunities FundMunicipal BondsJan 4, 19900.80%
-0.29%
2.02%
3.59%
37
Ambrus Tax-Conscious California Bond Fund Institut...Municipal BondsJan 26, 20230.50%
-0.60%
1.59%
American Funds Tax-Exempt Preservation PortfolioMunicipal BondsMay 17, 20120.34%
0.18%
1.53%
2.40%
75
SEI Institutional Managed Trust Tax-Free Conservat...Municipal BondsApr 21, 20160.13%
0.32%
2.31%
99
Thornburg Intermediate Municipal FundMunicipal BondsJul 21, 19910.77%
-0.07%
1.92%
3.70%
39
Thornburg New Mexico Intermediate Municipal FundMunicipal BondsJun 17, 19910.99%
-0.24%
1.27%
2.95%
41
Thornburg New York Intermediate Municipal Bond Fun...Municipal BondsSep 4, 19970.99%
0.26%
1.40%
3.09%
37
Transamerica Intermediate MuniMunicipal BondsOct 30, 20120.49%
0.16%
1.69%
3.12%
33
TIAA-CREF 5-15 Year Laddered Tax-Exempt Bond FundMunicipal BondsMar 30, 20060.30%
-0.47%
1.88%
3.32%
42
Thornburg Short Duration Municipal FundMunicipal BondsDec 29, 20130.50%
0.28%
1.27%
2.97%
89

Rows per page

441–460 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

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