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In our assessment of popular bond funds, we looked at a group of bond funds that often make shortlists for advisors –DoubleLine Total Return Bond I, DoubleLine Core Fixed...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1000 | 1076 | 905 | 973 | 1182 |
Fund Return | 2.96% | 0.01% | 7.59% | -3.29% | -0.55% | 1.69% |
Place in category | 428 | 450 | 217 | 422 | 359 | 85 |
% in Category | 73 | 33 | 23 | 98 | 92 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Western Asset Core Plus Bond I | 3.31B | 1.43 | -4.09 | 1.72 | ||
Western Asset Core Plus Bond IS | 2.57B | 1.46 | -4.06 | 1.75 | ||
Western Asset Core Bond IS | 1.14B | 3.09 | -3.22 | 1.72 | ||
Legg Mason BW Global Opportunitie | 1.06B | -4.95 | -4.70 | 0.23 | ||
Western Asset Core Plus Bond A | 772.6M | 1.09 | -4.45 | 1.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.9B | 3.02 | -1.96 | 1.48 | ||
Vanguard Total Bond Market II Idx I | 150.59B | 2.96 | -2.03 | 1.41 | ||
Vanguard Total Bond Market Index Ad | 100.8B | 3.04 | -1.97 | 1.52 | ||
Fidelity US Bond Index Instl Prem | 60.36B | 3.02 | -1.95 | 1.49 | ||
Baird Aggregate Bond Inst | 49.79B | 3.63 | -1.58 | 1.94 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bonds 4% | - | 2.86 | - | - | |
United States Treasury Notes 1.875% | - | 1.84 | - | - | |
United States Treasury Bonds 4.375% | - | 1.71 | - | - | |
United States Treasury Bonds 3.875% | - | 1.59 | - | - | |
Federal National Mortgage Association 5.5% | - | 1.50 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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