Corporate Bond: Total Returns

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Data through 1/15/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Corporate Bond 0.79 0.47 0.80 -1.71 3.37 3.10
Invesco Corporate Bond A ACCBX 0.96 1.20 -0.05 -2.87 3.92 3.38
Invesco Corporate Bond C ACCEX 0.89 1.16 -0.23 -3.54 3.16 2.60
Invesco Corporate Bond Y ACCHX 0.98 1.35 0.02 -2.47 4.23 3.67
Invesco Corporate Bond R5 ACCWX 0.99 1.21 0.05 -2.40 4.27 3.76
Invesco Corporate Bond R ACCZX 0.81 1.21 -0.23 -3.09 3.67 3.12
Angel Oak Financials Income Class C AFLCX 0.59 0.06 1.20 2.14 2.32 ---
Angel Oak Financials Income Ins Class ANFIX 0.67 0.10 1.54 3.18 3.30 ---
Angel Oak Financials Income Class A ANFLX 0.65 0.09 1.48 2.93 3.11 ---
BMO TCH Corporate Income A BATIX 0.65 0.80 -0.19 -2.04 5.82 ---
American Funds Corporate Bond A BFCAX 0.59 0.22 0.85 -1.96 3.25 3.58
American Funds Corporate Bond C BFCCX 0.52 0.19 0.66 -2.70 --- ---
American Funds Corporate Bond F1 BFCFX 0.59 0.22 0.84 -1.98 --- ---
American Funds Corporate Bond F2 BFCGX 0.61 0.24 0.92 -1.70 --- ---
BlackRock Allocation Target Shrs Ser C BRACX 0.78 0.46 0.95 -1.32 3.20 3.32
BlackRock Allocation Target Shrs Ser Svc BRASX 0.66 0.11 0.95 1.53 2.20 1.95
BNY Mellon Corporate Bond Investor BYMIX 0.90 0.41 0.67 -0.85 3.34 2.87
BNY Mellon Corporate Bond M BYMMX 0.98 0.41 0.75 -0.61 3.56 3.11
JPMorgan Corporate Bond I CBFSX 0.79 0.43 0.77 -1.40 3.51 3.44
JPMorgan Corporate Bond R6 CBFVX 0.80 0.43 0.79 -1.30 3.62 3.52
JPMorgan Corporate Bond A CBRAX 0.77 0.43 0.70 -1.66 3.26 3.16
JPMorgan Corporate Bond C CBRCX 0.73 0.43 0.58 -2.13 2.73 2.65
American Funds Corporate Bond F3 CFBFX 0.62 0.24 0.95 -1.60 --- ---
Calvert Income A CFICX 0.48 0.77 -0.09 -2.31 3.04 2.41
Calvert Income C CIFCX 0.49 0.77 -0.21 -3.05 2.25 1.66
Columbia Corporate Income Adv CIFRX 0.12 0.67 0.06 -2.78 4.03 2.46
Calvert Income I CINCX 0.56 0.77 0.03 -2.00 3.42 2.89
Columbia Corporate Income C CIOCX 0.05 0.63 -0.16 -3.61 3.15 1.59
American Funds Corporate Bond 529A COBAX 0.59 0.22 0.87 -1.95 --- ---
American Funds Corporate Bond 529C COBCX 0.51 0.19 0.65 -2.75 --- ---
American Funds Corporate Bond 529E COBEX 0.57 0.22 0.80 -2.18 --- ---
American Funds Corporate Bond 529F1 COBFX 0.60 0.23 0.91 -1.76 --- ---
Madison Corporate Bond Y COINX 0.79 0.46 0.88 -1.80 2.92 2.59
Columbia Corporate Income Inst2 CPIRX 0.13 0.67 0.08 -2.69 4.13 2.57
AAM/Insight Select Income A CPUAX 0.60 0.63 0.16 -2.50 3.43 3.17
AAM/Insight Select Income C CPUCX 0.54 0.63 -0.02 -3.30 2.64 2.41
AAM/Insight Select Income I CPUIX 0.62 0.73 0.24 -2.31 3.69 3.46
AAM/Insight Select Income Y CPUYX 0.63 0.73 0.24 -2.28 --- ---
Columbia Corporate Income Inst3 CRIYX 0.14 0.67 0.09 -2.63 4.19 2.63
Delaware Extended Duration Bond A DEEAX 0.18 0.16 -0.12 -7.29 2.92 3.70
Delaware Extended Duration Bond C DEECX 0.11 0.13 -0.31 -7.99 2.15 2.93
Delaware Extended Duration Bond Inst DEEIX 0.20 0.17 -0.06 -7.07 3.17 3.96
Delaware Extended Duration Bond R DEERX 0.16 0.15 -0.18 -7.51 2.66 3.44
Delaware Extended Duration Bond R6 DEZRX 0.37 0.17 0.13 -6.98 --- ---
DFA Intermediate-Term Extnd Qlty I DFTEX 0.99 0.10 1.40 -1.36 2.12 3.07
Delaware Corporate Bond A DGCAX 1.08 1.08 0.34 -2.59 3.01 2.59
Delaware Corporate Bond C DGCCX 1.02 1.05 0.15 -3.32 2.24 1.83
Delaware Corporate Bond Inst DGCIX 1.10 1.09 0.40 -2.35 3.27 2.85
Delaware Corporate Bond R DGCRX 1.06 1.26 0.45 -2.83 2.81 2.37
Eaton Vance 1-to-10 Yr Lad Corp Bd A EACBX 0.67 0.22 0.53 -0.83 --- ---
Eaton Vance 1-to-10 Yr Lad Corp Bd I EICBX 0.69 0.23 0.60 -0.59 --- ---
Fidelity Advisor® Corporate Bond A FCBAX 0.69 0.41 0.42 -2.23 3.26 2.89
Fidelity® Corporate Bond FCBFX 0.72 0.42 0.50 -1.90 3.61 3.24
Fidelity Advisor® Corporate Bond I FCBIX 0.72 0.42 0.49 -1.94 3.56 3.19
Fidelity Advisor® Corporate Bond M FCBTX 0.68 0.41 0.40 -2.31 3.18 2.82
Fidelity Advisor® Corporate Bond C FCCCX 0.63 0.38 0.24 -2.88 2.52 2.12
Federated Bond A FDBAX 0.81 1.04 0.31 -1.86 4.41 3.07
Federated Bond B FDBBX 0.73 1.03 0.10 -2.68 3.55 2.22
Federated Bond C FDBCX 0.72 1.03 0.09 -2.67 3.57 2.24
Federated Bond Instl FDBIX 0.83 1.15 0.49 -1.51 4.65 3.29
Federated Bond R6 FDBLX 0.83 1.03 0.38 -1.60 --- ---
Fidelity® Series Corporate Bond FHMFX 0.60 0.20 0.78 --- --- ---
Federated Intermediate Corp Bd Instl FIIFX 0.60 0.11 0.59 -0.16 2.47 2.28
First Investors Investment Grade A FIIGX 0.73 0.37 1.02 -1.68 2.11 2.14
First Investors Investment Grade B FIIHX 0.72 0.49 0.86 -2.50 1.26 1.28
First Investors Investment Grade Adv FIIJX 0.71 0.44 1.06 -1.35 2.43 2.50
First Investors Investment Grade Instl FIIKX 0.77 0.49 1.13 -1.24 2.54 2.59
Fidelity Advisor® Corporate Bond Z FIKOX 0.82 0.37 0.63 --- --- ---
Goldman Sachs Investment Grd Crdt P GGBPX 0.50 0.23 0.57 --- --- ---
Goldman Sachs Investment Grd Crdt SAI GSCPX 0.65 0.50 0.72 -1.68 3.09 2.82
Goldman Sachs Investment Grd Crdt A GSGAX 0.62 0.48 0.75 -1.91 2.74 2.47
Goldman Sachs Investment Grd Crdt Instl GSGDX 0.65 0.50 0.84 -1.68 3.09 2.82
Goldman Sachs Investment Grd Crdt Inv GTIRX 0.64 0.49 0.70 -1.77 3.00 2.72
Goldman Sachs Investment Grd Crdt R6 GTIUX 0.65 0.50 0.72 -1.67 3.10 ---
Ivy ProShares S&P 500 Bond Index A IAPRX 0.65 0.33 0.81 -2.86 --- ---
Ivy Corporate Bond A IBJAX 0.61 -0.07 1.00 -1.47 1.68 1.76
Ivy Corporate Bond B IBJBX 0.51 0.00 0.63 -3.03 0.27 0.38
Ivy Corporate Bond C IBJCX 0.54 0.03 0.78 -2.34 0.85 0.87
Ivy Corporate Bond E IBJEX 0.62 0.12 1.05 -1.24 --- ---
Ivy Corporate Bond I IBJIX 0.62 -0.05 1.08 -1.15 2.00 2.06
Ivy Corporate Bond N IBJNX 0.64 -0.03 1.12 -0.99 --- ---
Ivy Corporate Bond R IBJRX 0.57 0.07 0.91 -1.71 --- ---
Ivy Corporate Bond Y IBJYX 0.61 0.10 1.00 -1.40 --- ---
Invesco Corporate Bond R6 ICBFX 0.96 1.18 0.07 -2.49 4.40 3.82
Ivy Crossover Credit A ICKAX 0.77 0.55 0.46 -3.44 --- ---
Ivy Crossover Credit E ICKEX 0.77 0.55 0.46 -3.44 --- ---
Ivy Crossover Credit I ICKIX 0.89 0.56 0.53 -3.20 --- ---
Ivy Crossover Credit N ICKNX 0.89 0.56 0.53 -3.20 --- ---
Ivy Crossover Credit R ICKRX 0.84 0.63 0.34 -3.94 --- ---
Ivy Crossover Credit Y ICKYX 0.77 0.55 0.46 -3.44 --- ---
iM Dolan McEniry Corporate Bond Instl IDMIX 0.74 1.02 0.54 --- --- ---
Voya Investment Grade Credit P IIGPX 0.73 0.36 0.66 -2.07 4.17 4.03
Federated Intermediate Corp Bd Svc INISX 0.58 0.10 0.53 -0.41 2.21 2.02
ICON Flexible Bond A IOBAX 0.65 0.90 0.69 1.47 3.66 3.06
ICON Flexible Bond C IOBCX 0.69 0.98 0.52 0.92 3.09 2.45
ICON Flexible Bond S IOBZX 0.78 1.02 0.76 1.86 3.99 3.34
Ivy ProShares S&P 500 Bond Index E IPREX 0.65 0.33 0.82 -2.81 --- ---
Ivy ProShares S&P 500 Bond Index I IPRIX 0.66 0.34 0.87 -2.61 --- ---
Ivy ProShares S&P 500 Bond Index N IPRNX 0.66 0.34 0.87 -2.61 --- ---
Ivy ProShares S&P 500 Bond Index R IPRRX 0.60 0.29 0.68 -3.35 --- ---
Voya Investment Grade Credit SMA ISCFX 0.74 0.37 0.79 -1.87 4.31 4.16
Federated Bond F ISHIX 0.81 1.03 0.31 -1.85 4.40 3.05
Lord Abbett Income A LAGVX 0.72 0.92 0.36 -1.59 4.72 3.29
Lord Abbett Income F LAUFX 0.73 0.92 0.38 -1.50 4.81 3.39
Lord Abbett Income R4 LAUKX 0.72 0.92 0.34 -1.62 4.67 ---
Lord Abbett Income R2 LAUQX 0.68 0.52 0.25 -2.28 4.29 2.89
Lord Abbett Income R3 LAURX 1.07 0.90 0.27 -1.86 4.40 2.99
Lord Abbett Income C LAUSX 0.67 0.52 0.19 -2.52 4.07 2.65
Lord Abbett Income R5 LAUTX 0.74 0.55 0.39 -1.74 4.93 ---
Lord Abbett Income R6 LAUVX 1.12 0.93 0.42 -1.30 5.03 ---
Lord Abbett Income I LAUYX 0.74 0.93 0.40 -1.40 4.92 3.50
Lord Abbett Corporate Bond A LBCAX 0.45 0.06 0.35 -2.52 --- ---
Lord Abbett Corporate Bond C LBCCX 0.40 0.04 0.19 -3.22 --- ---
Lord Abbett Corporate Bond F3 LBCOX 0.48 0.08 0.43 -2.24 --- ---
Lord Abbett Corporate Bond R4 LBCSX 0.45 0.06 0.34 -2.57 --- ---
Lord Abbett Corporate Bond R5 LBCUX 0.47 0.07 0.40 -2.33 --- ---
Lord Abbett Corporate Bond R6 LBCVX 0.48 0.08 0.43 -2.24 --- ---
Thrivent Income S LBIIX 0.81 0.62 0.64 -1.51 3.52 3.14
Western Asset Corporate Bond P LCBPX 0.97 0.92 0.71 -2.60 4.18 3.49
Lord Abbett Corporate Bond R2 LCBQX 0.42 0.05 0.25 -2.92 --- ---
Lord Abbett Corporate Bond F LCCFX 0.46 0.07 0.38 -2.42 --- ---
Lord Abbett Corporate Bond I LICIX 0.47 0.07 0.40 -2.35 --- ---
Columbia Corporate Income A LIIAX 0.20 0.66 0.10 -2.92 3.80 2.22
LKCM Fixed-Income LKFIX 0.89 0.57 1.28 1.03 2.14 1.59
Lord Abbett Income F3 LOGVX 0.74 0.93 0.42 -1.31 --- ---
Lord Abbett Corporate Bond R3 LRCBX 0.43 0.05 0.27 -2.82 --- ---
Thrivent Income A LUBIX 0.78 0.60 0.56 -1.81 3.23 2.80
Western Asset Corporate Bond C LWBOX 1.02 0.90 0.66 -3.16 3.63 2.94
MFS Corporate Bond I MBDIX 0.99 0.60 1.21 -2.02 3.20 2.94
MFS Corporate Bond R2 MBRRX 0.94 0.58 1.08 -2.50 2.69 2.43
BMO TCH Corporate Income I MCIIX 0.66 0.88 -0.07 -1.89 5.96 3.70
BMO TCH Corporate Income Y MCIYX 0.57 0.80 -0.19 -2.04 5.82 3.55
MFS Corporate Bond B MFBBX 0.98 0.63 1.03 -2.93 2.20 1.93
MFS Corporate Bond C MFBCX 0.91 0.56 0.95 -2.94 2.20 1.93
MFS Corporate Bond A MFBFX 0.96 0.59 1.14 -2.26 2.94 2.68
MFS Corporate Bond R1 MFBGX 0.91 0.56 0.95 -3.00 2.20 1.93
MFS Corporate Bond R3 MFBHX 0.96 0.59 1.14 -2.26 2.94 2.68
MFS Corporate Bond R4 MFBJX 1.06 0.60 1.21 -1.94 3.22 2.95
MFS Corporate Bond R6 MFBKX 0.99 0.60 1.23 -1.92 3.30 3.05
Morgan Stanley Inst Corporate Bond L MGILX 0.61 0.52 0.09 -3.74 5.32 3.84
Miller Intermediate Bond A MIFAX 0.93 1.19 -1.94 -2.82 4.09 ---
Miller Intermediate Bond C MIFCX 0.83 1.18 -2.09 -3.62 3.27 ---
Miller Intermediate Bond I MIFIX 0.95 1.19 -1.86 -2.58 4.36 ---
Morgan Stanley Inst Corporate Bond A MIGAX 0.61 0.52 0.18 -3.38 5.69 4.15
Morgan Stanley Inst Corporate Bond I MPFDX 0.61 0.52 0.18 -3.05 6.03 4.50
Morgan Stanley Inst Corporate Bond C MSBOX 0.53 0.53 -0.07 -4.10 4.85 ---
North Country Intermediate Bond NCBDX 1.02 0.30 1.77 -0.34 0.70 1.14
Oppenheimer Intermediate Income A OFIAX 0.46 0.52 0.03 -3.33 2.24 2.24
Oppenheimer Intermediate Income C OFICX 0.49 0.49 -0.16 -4.06 1.48 1.50
Oppenheimer Intermediate Income I OFIIX 0.49 0.54 0.13 -2.95 2.67 2.70
Oppenheimer Intermediate Income R OFINX 0.43 0.51 -0.03 -3.57 1.99 2.01
Oppenheimer Intermediate Income Y OFIYX 0.47 0.53 0.09 -3.10 2.49 2.54
PIA BBB Bond PBBBX 0.74 0.69 0.58 -2.06 3.92 3.17
PIMCO Investment Grade Credit Bond A PBDAX 1.24 0.75 1.23 -1.52 4.03 3.85
PIMCO Investment Grade Credit Bond C PBDCX 1.17 0.72 1.04 -2.25 3.26 3.08
PIMCO Investment Grade Credit Bond I-2 PBDPX 1.26 0.76 1.31 -1.22 4.35 4.16
PIMCO Investment Grade Credit Bond I-3 PCNNX 1.26 0.76 1.29 --- --- ---
PGIM Corporate Bond A PCWAX 0.74 0.42 0.87 -2.49 3.23 ---
PGIM Corporate Bond C PCWCX 0.77 0.38 0.77 -3.14 2.44 ---
PGIM Corporate Bond R6 PCWQX 0.86 0.43 1.03 -2.17 3.46 ---
PGIM Corporate Bond R PCWRX 0.82 0.50 0.90 -2.66 2.94 ---
PIMCO Investment Grade Credit Bond Adm PGCAX 1.25 0.75 1.27 -1.37 4.19 4.00
PIMCO Investment Grade Credit Bond Instl PIGIX 1.27 0.76 1.33 -1.12 4.45 4.26
PPM Credit Institutional PKDIX 0.80 0.95 0.19 --- --- ---
T. Rowe Price Corporate Income PRPIX 1.07 0.36 1.45 -2.43 2.62 2.99
Permanent Portfolio Versatile Bond I PRVBX 0.93 0.66 0.37 2.96 6.29 2.80
Permanent Portfolio Versatile Bond A PRVDX 0.89 0.65 0.32 2.70 --- ---
Permanent Portfolio Versatile Bond C PRVHX 0.84 0.61 0.13 1.93 --- ---
Payden Corporate Bond PYACX 0.76 0.57 0.25 -2.50 3.91 4.31
American Funds Corporate Bond R1 RCBAX 0.53 0.20 0.69 -2.58 --- ---
American Funds Corporate Bond R2 RCBBX 0.52 0.19 0.67 -2.64 --- ---
American Funds Corporate Bond R3 RCBCX 0.56 0.21 0.78 -2.23 --- ---
American Funds Corporate Bond R4 RCBDX 0.59 0.23 0.86 -1.95 --- ---
American Funds Corporate Bond R5 RCBEX 0.62 0.24 0.93 -1.65 --- ---
American Funds Corporate Bond R6 RCBFX 0.62 0.24 0.94 -1.63 --- ---
American Funds Corporate Bond R2E RCBGX 0.55 0.21 0.76 -2.33 --- ---
American Funds Corporate Bond R5E RCBHX 0.61 0.23 0.92 -1.70 --- ---
Ryan Labs Long Credit RLLCX 0.67 0.32 0.44 -6.26 4.39 ---
T. Rowe Price Instl Lng Dur Crdt RPLCX 1.00 0.17 1.34 -5.39 3.50 4.58
Virtus Seix Corporate Bond A SAINX 0.63 0.25 0.34 -3.44 3.35 2.94
Western Asset Corporate Bond C1 SBILX 0.96 0.91 0.65 -2.87 3.89 3.18
Sterling Capital Corporate A SCCMX 0.88 0.65 0.69 -0.50 2.29 2.38
Sterling Capital Corporate C SCCNX 0.73 0.62 0.53 -1.22 1.54 1.60
Sterling Capital Corporate Instl SCCPX 0.80 0.55 0.65 -0.25 2.54 2.61
Western Asset Corporate Bond A SIGAX 0.99 0.92 0.75 -2.43 4.35 3.65
Western Asset Corporate Bond I SIGYX 1.00 0.85 0.81 -2.21 4.68 3.97
SEI Long Duration Credit A (SIIT) SLDAX 0.57 -0.10 1.30 -5.36 3.87 4.83
Brandes Separately Managed Acct Rsrv Tr SMARX 0.99 1.38 -0.06 0.20 5.68 3.55
Columbia Corporate Income Inst SRINX 0.23 0.67 0.16 -2.67 4.06 2.48
Virtus Seix Corporate Bond I STICX 0.64 0.25 0.38 -3.24 3.60 3.21
Virtus Seix Corporate Bond C STIFX 0.67 0.32 0.25 -4.05 2.67 2.26
TD 5- to 10-Year Corporate Bond TDFSX 1.22 0.41 2.28 0.13 2.52 2.93
PGIM Corporate Bond Z TGMBX 0.86 0.43 1.02 -2.17 3.46 3.04
T. Rowe Price Corporate Income I TICCX 1.19 0.36 1.47 -2.20 2.79 ---
USAA Intermediate-Term Bond Instl UIITX 0.80 0.44 0.87 -0.33 3.97 2.96
USAA Intermediate-Term Bond Adviser UITBX 0.77 0.52 0.77 -0.60 3.59 2.62
USAA Intermediate Term Bond R6 URIBX 0.72 0.45 0.92 -0.14 --- ---
USAA Intermediate-Term Bond USIBX 0.79 0.44 0.85 -0.30 3.90 2.90
Voya Investment Grade Credit A VACFX 0.67 0.23 0.46 -2.84 --- ---
Vanguard Interm-Term Invmt-Grade Inv VFICX 1.26 0.34 1.95 0.28 2.24 2.82
Vanguard Interm-Term Investment-Grde Adm VFIDX 1.26 0.34 1.98 0.38 2.34 2.92
Vanguard Interm-Term Corp Bd Idx Instl VICBX 1.14 0.47 1.41 -0.82 2.89 3.32
Vanguard Interm-Term Corp Bd Idx Admiral VICSX 1.15 0.49 1.42 -0.83 2.88 3.31
Voya Investment Grade Credit I VIGCX 0.69 0.34 0.63 -2.51 --- ---
Voya Investment Grade Credit R6 VIGTX 0.69 0.34 0.63 -2.58 --- ---
Voya Investment Grade Credit W VIGWX 0.69 0.34 0.63 -2.69 --- ---
Vanguard Long-Term Corporate Bd Idx Ins VLCIX 0.31 -0.11 0.22 -6.28 4.54 4.74
Vanguard Long-Term Corporate Bd Idx Adm VLTCX 0.33 -0.09 0.24 -6.28 4.54 4.74
Vanguard Long-Term Investment-Grade Inv VWESX 0.47 -0.36 1.30 -5.18 3.60 5.05
Vanguard Long-Term Investment-Grade Adm VWETX 0.48 -0.35 1.33 -5.09 3.70 5.15
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