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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
Payden Strategic Income FundShort-Term BondMay 8, 20140.85%
1.08%
3.33%
4.81%
74
River Canyon Total Return Bond FundShort-Term BondDec 30, 20140.89%
1.43%
5.66%
7.30%
82
Russell Investments Short Duration Bond FundShort-Term BondOct 30, 19810.55%
1.05%
2.29%
4.69%
89
Victory INCORE Low Duration Bond FundShort-Term BondJul 30, 20030.85%
0.71%
2.19%
4.18%
80
RBC Short Duration Fixed Income FundShort-Term BondDec 30, 20130.78%
-2.16%
2.15%
4.08%
4
Segall Bryant & Hamill Short Term Plus FundShort-Term BondDec 14, 20180.68%3.32%
Western Asset Short-Term Bond FundShort-Term BondNov 11, 19910.71%
0.32%
1.88%
3.55%
40
PGIM Short Duration Multi-Sector Bond FundShort-Term BondDec 23, 20130.46%
1.03%
3.06%
4.31%
56
Crossmark Steward Select Bond FundShort-Term BondOct 1, 20040.72%
0.55%
1.10%
3.39%
21
Saratoga Investment Quality Bond PortfolioShort-Term BondSep 1, 19941.54%
-0.33%
2.03%
9
SEI Institutional Investments Trust Limited Durati...Short-Term BondJul 31, 20140.32%
0.80%
2.14%
3.91%
81
ALPS/Smith Short Duration Bond FundShort-Term BondJun 29, 20180.93%
0.87%
3.86%
88
SEI Asset Allocation Trust Defensive Strategy FundShort-Term BondNov 17, 20030.61%
1.86%
2.80%
3.12%
89
Principal Short-Term Income FundShort-Term BondNov 1, 19930.65%
0.91%
2.17%
3.45%
83
Allspring Short-Term Bond Plus FundShort-Term BondAug 31, 19990.47%
0.98%
2.65%
4.20%
87
Invesco Short Term Bond FundShort-Term BondAug 30, 20020.97%
0.52%
1.83%
3.55%
71
Sextant Short Term Bond FundShort-Term BondSep 28, 19950.60%2.34%
Schwab Short-Term Bond Index FundShort-Term Bond, Government BondsFeb 23, 20170.06%
0.34%
3.80%
43
American Beacon TwentyFour Sustainable Short Term ...Short-Term BondFeb 18, 20200.57%
1.35%
3.76%
71
Thornburg Limited Term Income FundShort-Term BondOct 1, 19920.77%
1.13%
2.42%
3.34%
74

Rows per page

101–120 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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