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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
140
Avg. Expense Ratio
0.56%
Avg. Yield
4.08%
Avg. 1 Year Return
3.98%
Median Risk/Return Score
76 / 100
The Best Short-Term Bond Mutual Funds

134 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Transamerica Short-Term Bond FundShort-Term BondNov 8, 20040.70%
0.61%
2.29%
3.63%
74
Johnson Institutional Short Duration Bond FundShort-Term BondAug 31, 20000.25%
0.60%
2.06%
3.71%
77
Janus Henderson Short Duration Flexible Bond FundShort-Term BondSep 1, 19920.53%
1.13%
2.17%
4.50%
73
JPMorgan Short Duration Core Plus FundShort-Term BondMar 1, 20130.60%
0.75%
3.31%
4.00%
67
JPMorgan Short Duration Bond Fund Class R6Short-Term BondFeb 22, 20050.28%
0.64%
2.36%
3.90%
78
JHancock Short Duration Bond FundShort-Term BondJul 16, 20190.40%
0.87%
4.50%
81
Knights of Columbus Limited Duration FundShort-Term BondFeb 27, 20150.71%
1.18%
2.11%
4.10%
95
Lord Abbett Short Duration Income FundShort-Term BondNov 4, 19930.58%
0.70%
2.38%
4.52%
67
Leader Short Term High Yield Bond FundShort-Term BondJul 14, 20052.55%
3.64%
4.20%
7.78%
84
Lord Abbett Short Duration Income Fund Class R6Short-Term BondOct 19, 20040.32%
0.82%
2.43%
4.78%
80
Lord Abbett Short Duration Core Bond FundShort-Term BondApr 19, 20170.40%
0.56%
4.24%
67
Loomis Sayles Intermediate Duration Bond FundShort-Term BondJan 28, 19980.40%
0.39%
2.17%
3.34%
17
Madison High Quality Bond FundShort-Term BondMay 1, 20000.50%
0.46%
1.38%
2.61%
30
MainStay Short Term Bond FundShort-Term BondJan 2, 19910.40%
1.03%
2.21%
4.05%
89
MFS Limited Maturity FundShort-Term BondFeb 26, 19920.57%
0.85%
2.22%
3.97%
70
Morningstar Defensive Bond FundShort-Term BondNov 2, 20180.52%
0.09%
2.08%
25
MassMutual Short Duration Bond FundShort-Term BondSep 30, 19940.51%
0.84%
2.02%
4.07%
88
Metropolitan West Low Duration Bond FundShort-Term BondMar 31, 19970.62%
0.54%
1.88%
3.47%
66
Great-West Short Duration Bond FundShort-Term BondAug 1, 19950.60%
0.95%
2.25%
3.06%
92
Virtus Newfleet Multi-Sector Short Term Bond FundShort-Term BondJul 6, 19920.90%
1.14%
2.75%
4.04%
79

Rows per page

61–80 of 134

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 (5.44%). Across the lineup, Short-Term Bond Mutual funds show an average 1-year return of 3.98% and an average 5-year return of 2.52%, 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 (7.78%). Across the lineup, Short-Term Bond Mutual funds show an average dividend yield of 4.08%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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