TBIRX Alternatives & Similar Mutual Funds

Nuveen Bond Index Fund Retirement Class (TBIRX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TBIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to TBIRX

TBIRX charges 0.32% annually. There are 43 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VTBNX	Vanguard Total Bond Market II Index Fund	0.02%	—	—	TBIRX vs VTBNX
VBTIX	Vanguard Total Bond Market Index Fund Institutiona...	0.03%	394.40B	Sep 1995	TBIRX vs VBTIX
FXNAX	Fidelity U.S. Bond Index Fund	0.03%	—	Mar 1990	TBIRX vs FXNAX
VBMPX	Vanguard Total Bond Market Index Fund Institutiona...	0.03%	394.40B	Feb 2010	TBIRX vs VBMPX
FNSOX	Fidelity Short-Term Bond Index Fund	0.03%	—	Oct 2017	TBIRX vs FNSOX

Best Risk-Adjusted Alternatives to TBIRX

TBIRX has a PortfoliosLab risk / return rank of 18. There are 77 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	100	—	Feb 2015	TBIRX vs VUSFX
FJTDX	Fidelity Flex Conservative Income Bond Fund	99	—	May 2018	TBIRX vs FJTDX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	99	15.70B	Feb 2015	TBIRX vs VUBFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	99	—	Oct 2008	TBIRX vs JSOSX
FYBTX	Fidelity Series Short-Term Credit Fund	89	—	Mar 2015	TBIRX vs FYBTX

Top Performing TBIRX Alternatives (YTD)

TBIRX is at 0.10% YTD. There are 71 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 2.97%.

Symbol	Name	YTD Return	AUM	Inception
FIWDX	Fidelity Advisor Strategic Income Fund Class Z	2.97%	—	Oct 2018	TBIRX vs FIWDX
FSRIX	Fidelity Advisor Strategic Income Fund Class I	2.83%	—	Jul 1995	TBIRX vs FSRIX
FSIAX	Fidelity Advisor Strategic Income Fund Class M	2.81%	—	Oct 1994	TBIRX vs FSIAX
FSTAX	Fidelity Advisor Strategic Income Fund Class A	2.72%	—	Sep 1996	TBIRX vs FSTAX
FSRCX	Fidelity Advisor Strategic Income Fund Class C	2.34%	—	Nov 1997	TBIRX vs FSRCX

Lowest Volatility Alternatives to TBIRX

TBIRX has 3.85% 1-year volatility. There are 59 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.

Symbol	Name	Volatility 1Y	AUM	Inception
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	0.60%	—	Feb 2015	TBIRX vs VUSFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	0.68%	—	Oct 2008	TBIRX vs JSOSX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	0.79%	15.70B	Feb 2015	TBIRX vs VUBFX
FJTDX	Fidelity Flex Conservative Income Bond Fund	1.25%	—	May 2018	TBIRX vs FJTDX
FANCX	Fidelity Advisor Short-Term Bond Fund Class C	1.81%	—	Jul 2016	TBIRX vs FANCX

Lowest Drawdown Alternatives to TBIRX

TBIRX has a 1-year max drawdown of -3.03%. There are 70 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
FJTDX	Fidelity Flex Conservative Income Bond Fund	-0.10%	—	May 2018	TBIRX vs FJTDX
VUSFX	Vanguard Ultra-Short-Term Bond Fund Admiral Shares	-0.25%	—	Feb 2015	TBIRX vs VUSFX
JSOSX	JPMorgan Strategic Income Opportunities Fund Class...	-0.26%	—	Oct 2008	TBIRX vs JSOSX
VUBFX	Vanguard Ultra-Short-Term Bond Fund Investor Share...	-0.30%	15.70B	Feb 2015	TBIRX vs VUBFX
FSHBX	Fidelity Short-Term Bond Fund	-1.17%	—	Sep 1986	TBIRX vs FSHBX

Other Mutual Funds from Nuveen

The 10 most viewed Nuveen mutual funds shown here include TIEIX, QQQX, TILIX and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TIEIX	Nuveen Equity Index Fund Class I	Large Cap Blend Equities	64	11.28%	—	Jul 1999	TBIRX vs TIEIX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	68	11.94%	—	Jan 2007	TBIRX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	18	4.72%	—	Oct 2002	TBIRX vs TILIX
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	S&P 500	20	7.61%	—	Nov 2005	TBIRX vs SPXX
NHMRX	Nuveen High Yield Municipal Bond Fund	High Yield Muni	77	3.88%	—	Jun 1999	TBIRX vs NHMRX
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	3	1.98%	—	Jun 2003	TBIRX vs JQC
NSBRX	Nuveen Dividend Growth Fund	Large Cap Blend Equities	16	3.56%	—	Mar 2006	TBIRX vs NSBRX
NPSRX	Nuveen Preferred Securities & Income Fund	Preferred Stock/Convertible Bonds	74	1.04%	—	Dec 2006	TBIRX vs NPSRX
NVLIX	Nuveen Winslow Large-Cap Growth ESG Fund Class I	Large Cap Growth Equities, ESG	12	7.74%	—	May 2009	TBIRX vs NVLIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	High Yield Muni	76	2.42%	—	Jan 2013	TBIRX vs NVHIX

Often Compared With TBIRX

Investors most often compare TBIRX with FADMX, NELIX, FCNVX. These 4 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FADMX	Fidelity Strategic Income Fund	Multisector Bond	80	2.85%	—	Oct 1994	TBIRX vs FADMX
NELIX	Nuveen Equity Long/Short Fund	Long-Short	49	7.98%	—	Dec 2008	TBIRX vs NELIX
FCNVX	Fidelity Conservative Income Bond Institutional Cl...	Ultrashort Bond	100	1.82%	—	Mar 2011	TBIRX vs FCNVX
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	79	20.00%	—	Dec 1987	TBIRX vs FASEX

Compare TBIRX with Any Fund or Stock

Compare TBIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair TBIRX with funds that move differently

Nuveen Bond Index Fund Retirement Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBIRX.

Explore TBIRX Diversifiers

Nuveen Bond Index Fund Retirement Class (TBIRX) Alternatives