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The Best Short-Term Bond Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Short-Term Bond mutual funds.

Number of Funds
139
Avg. Expense Ratio
0.56%
Avg. Yield
4.33%
Avg. 1 Year Return
4.59%
Median Risk/Return Score
80 / 100
The Best Short-Term Bond Mutual Funds

133 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
American Century Short Duration FundShort-Term BondNov 30, 20060.57%
0.65%
2.28%
4.39%
86
American Funds Intermediate Bond Fund of AmericaShort-Term BondFeb 19, 19880.63%
-0.42%
1.63%
3.88%
32
Columbia Limited Duration Credit FundShort-Term BondJun 19, 20030.76%
0.07%
2.49%
3.90%
60
Yorktown Short Term Bond FundShort-Term BondJul 2, 19970.84%
0.27%
2.73%
3.78%
71
Cavanal Hill Limited Duration FundShort-Term BondOct 19, 19940.76%
0.53%
1.87%
3.28%
43
American Funds Short-Term Bond Fund of AmericaShort-Term BondOct 2, 20060.66%
0.14%
1.58%
3.77%
62
American Century Short Duration Strategic Income F...Short-Term BondJul 28, 20140.53%
0.97%
3.01%
4.79%
89
Virtus Newfleet Short Duration High Income Fund Cl...Short-Term BondFeb 1, 20170.86%
1.35%
4.59%
6.27%
82
Brown Advisory Intermediate Income FundShort-Term BondMay 31, 19910.77%
-0.34%
1.30%
3.63%
34
BlackRock Allocation Target Shares Series A Portfo...Short-Term BondSep 21, 20150.00%
1.76%
3.55%
5.75%
97
Sterling Capital Short Duration Bond FundShort-Term BondNov 30, 19920.43%3.48%
BlackRock Low Duration Bond PortfolioShort-Term BondJul 17, 19920.41%
0.70%
2.27%
4.67%
82
BlackRock Allocation Target Shares Series M Portfo...Short-Term BondSep 30, 20040.00%
0.24%
1.19%
4.55%
45
BlackRock Allocation Target Shares Series S Portfo...Short-Term BondSep 30, 20040.00%
0.57%
2.27%
4.60%
77
Northern Short Bond FundShort-Term BondJan 11, 19930.40%
0.35%
1.93%
4.09%
83
Baird Short-Term Bond Fund Institutional ClassShort-Term BondAug 31, 20040.30%
0.62%
2.46%
4.28%
95
Baird Short-Term Bond Fund Investor ClassShort-Term BondSep 19, 20120.55%
0.52%
2.21%
4.02%
92
Calvert Short Duration Income Fund Class R6Short-Term BondFeb 1, 20190.45%
0.50%
4.68%
81
American Funds College Enrollment FundShort-Term BondSep 14, 20120.67%
0.63%
2.41%
3.86%
64
CM Advisors Fixed Income FundShort-Term BondMar 24, 20060.88%
0.64%
3.11%
4.81%
77

Rows per page

1–20 of 133

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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Best Short-Term Bond Mutual funds by Risk/Return Score

The top Short-Term Bond Mutual funds by PortfoliosLab Risk/Return Score are GPICX (99) and DHEIX (99). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Best-Performing Short-Term Bond Mutual funds Over 5 Years

The top Short-Term Bond Mutual funds is LCCMX (5.64%). Across the lineup, Short-Term Bond Mutual funds show an average 1-year return of 4.59% and an average 5-year return of 2.43%, providing a clearer view of performance across different investment horizons.

Lowest-Cost Short-Term Bond Mutual funds

The top Short-Term Bond Mutual funds is VIITX (0.02%). With an average expense ratio of 0.56%, Short-Term Bond Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Highest-Yield Short-Term Bond Mutual funds

The top Short-Term Bond Mutual funds is LCCMX (8.54%). Across the lineup, Short-Term Bond Mutual funds show an average dividend yield of 4.33%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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