Intermediate-Term Bond Mutual Funds

Intermediate-term bond funds invest in securities maturing in three to ten years, balancing income generation with moderate interest-rate risk. The traditional workhorse of retirement fixed-income allocation — core bond exposure for most investors.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VBILX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ADMIRAL SHARES) NA 13.67% 7.04% 5.41% NA NA NA
FTBFX (FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND) NA 24.70% 5.62% 4.87% NA NA NA
SWTIX (Schwab Total Stock Market Index Inv) NA 22.70% -6.47% 0.51% -0.27% NA NA
PTTRX (TOTAL RETURN FUND INSTITUTIONAL) NA 19.25% 9.24% 7.00% 7.64% 7.95% 7.61%
THOPX (THOMPSON BOND FUND THOMPSON BOND FUND) NA 29.21% 8.97% 6.50% 6.66% 6.46% NA
DBIRX (DREYFUS BOND MARKET INDEX FUND CLASS I) NA 8.89% 6.18% 5.03% 6.15% 6.64% NA
FTHRX (FIDELITY INTERMEDIATE BOND FUND FIDELITY INTERMEDIATE BOND FUND) NA 21.48% 4.87% 4.29% 5.55% 5.86% 6.15%
MWHYX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS M) NA 59.80% 6.94% 6.36% NA NA NA
MWTRX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS M) NA 22.36% 7.44% 6.37% 6.01% NA NA
CTBIX (ASTON/TCH FIXED INCOME FUND CLASS I SHARES) NA 14.06% 4.16% 3.72% NA NA NA
Data as of 12/08/2009, Common starting date is 10/23/2002

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