Q4 2021 top fixed-income mutual funds

Top 50 fixed-income funds ranked by quarterly returns

  Name 3-Month Return One-Year Return % Three-Year Annualized Return % Five-Year Annualized Return % Portfolio Total Net Assets ($M) Expense Ratio
1 North Square Preferred and Income Securities Fd (ORDNX) 14.30056933 27.39818063 23.08917577 0.1737123158 15.17 1
2 WP Income Plus Fund (WPINX) 8.7513347 15.54829311 -7.00541654 -0.0590138275 3.32 4.79
3 DFA LTIP Portfolio (DRXIX) 8.39891539 9.13212513 18.18951495 0.106496822 406.55 0.15
4 Quantified Government Income Tactical Fund (QGITX) 5.57595866 N/A N/A N/A 50.72 1.68
5 Pimco Long-Term Real Return Fund (PRAIX) 5.41878599 6.52333235 16.6268747 0.1004924666 607.29 0.6
6 ProFunds US Government Plus ProFund (GVPIX) 5.36444916 -7.23148766 9.82211336 0.0665181063 22.22 1.51
7 Wasatch-Hoisington US Treasury Fund (WHOSX) 5.01287875 -4.93975487 10.15919852 0.0726401018 484.77 0.66
8 Rydex Government Long Bond 1.2x Strategy Fund (RYGBX) 4.98070844 -7.17953741 10.06187316 0.0686853848 99.58 1.08
9 PFM Multi-Manager Fixed Income 4.74601672 3.99208216 7.10571847 N/A 828.45 0.56
10 Pimco Extended Duration Fund (PEDIX) 4.69000467 -5.00492673 12.00496637 0.0895432141 782.78 0.63
11 HCM Income Plus Fund (HCMEX) 4.00485411 9.86236391 21.22266931 0.1317704065 741.1 1.61
12 Vanguard Extended Duration Treasury Index Fd (VEDTX) 3.98616456 -6.52618223 11.40719447 0.0866288408 2578.49 0.06
13 Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) 3.10423851 -4.61260676 8.87219019 0.068034508 7035.81 0.03
14 Pimco Fixed Income Shares Series R (FXIRX) 3.0420187 7.1864753 11.54728217 0.0731172869 259.02 0.26
15 Quantified Tactical Fixed Income Fund (QFITX) 2.97029703 -2.98507463 N/A N/A 180.85 1.68
16 Fidelity Series Long-Term Treasury Bond Fund (FTLTX) 2.72903147 -4.82948036 8.54586656 0.064135417 13409.92 0
17 Vanguard Long-Term Treasury Fund (VUSTX) 2.71811016 -4.72694306 8.74298956 0.0649484672 3853.36 0.2
18 Fidelity Long-Term Treasury Bond Index Fund (FNBGX) 2.69740155 -4.86019872 8.57507908 N/A 4036.43 0.03
19 Pimco Long-Term US Government Fund (PGOVX) 2.48253014 -4.53760291 8.47520647 0.0638723053 767.43 0.565
20 Fairholme Focused Income Fund (FOCIX) 2.43761785 6.73452209 5.01117539 0.0141566419 121.24 1.05
21 Manning & Napier High Yield Bond Series (MNHYX) 2.42895818 9.99219676 10.02585064 0.0735964239 261.93 0.91
22 Fidelity Series 5+ Year Inflation-Protected Bd Idx (FSTDX) 2.42669363 N/A N/A N/A 6986.43 0
23 Rydex Strengthening Dollar 2x Strategy Fund (RYSBX) 2.41062308 11.20230701 0.25969001 -0.0161817012 4.35 1.97
24 T Rowe Price US Treasury Long-Term Index Fund (PRULX) 2.38817601 -5.23487543 8.50969051 0.0629434007 4125.28 0.23
25 Federated Hermes Inflation Protected Scrts (RRFIX) 2.38063287 5.63087497 8.22160703 0.0514832051 192.68 0.35
26 Fidelity Flex Inflation-Protected Bond Index Fund (FBUIX) 2.37323972 5.92047807 8.40498938 N/A 10.07 0
27 Fidelity Inflation-Protected Bond Index Fund (FIPDX) 2.30858799 5.92652194 8.35305223 0.0525924868 11717.29 0.05
28 Schwab Treasury Inflation Protected Sec Index Fund (SWRSX) 2.30821651 5.82584512 8.33516654 0.0525194544 3121.17 0.05
29 American Century Inflation Adjusted Bond Fund (ACITX) 2.2857657 6.37131961 8.1488023 0.0491733743 3718.95 0.47
30 Bitcoin Strategy ProFund (BTCFX) 2.27781927 N/A N/A N/A 31.96 1.15
31 DFA Global Core Plus Real Return Portfolio (DFAAX) 2.27223172 N/A N/A N/A 327.4 0.3
32 DoubleLine Long Duration Total Return Bond Fund (DBLDX) 2.27096676 -3.91594776 6.9333169 0.0530533848 73.57 0.51
33 MassMutual Inflation-Protected & Income Fund (MIPSX) 2.25850949 6.33772474 8.56412008 0.054518864 383.4 0.57
34 JPMorgan Tax Aware Real Return Fund (TXRIX) 2.25246996 8.52708674 5.50298163 0.036707775 610.86 0.5
35 PGIM TIPS Fund (PQTSX) 2.24834478 5.65645908 7.98412438 N/A 82.97 0.4
36 Vanguard Inflation-Protected Securities Fund (VIPSX) 2.22757928 5.56342767 8.14314067 0.0507894295 41766.68 0.2
37 Morg Stan Pathway Funds Inflation-Lnk Fxd Inc Fd (TILUX) 2.19544785 5.41919375 8.6931417 0.0534633959 146.94 1.22
38 Miller Intermediate Bond Fund (MIFIX) 2.15185422 4.32561875 9.3671476 0.0575150235 128.92 0.95
39 Nuveen High Yield Municipal Bond Fund (NHMRX) 2.13773536 9.89267082 8.31950695 0.0775351959 25266.08 0.76
40 AB Muni Bond Inflation Strat (AUNOX) 2.13376268 7.15935899 5.92044966 0.041262441 2443.27 0.6
41 PFG BNY Mellon Diversifier Strategy Fund (PFADX) 2.11481481 3.84557439 6.39667321 N/A 167.24 2.71
42 Principal Inflation Protection Fund (PIPIX) 2.11464389 5.35295184 7.9713847 0.0499914343 1497.52 0.39
43 Goldman Sachs Inflation Protected Secs Fd (GSIPX) 2.10493558 5.38779785 7.98091637 0.0497292803 606.94 0.34
44 Nationwide Inflation-Protected Securities Fd (NIFIX) 2.07505565 5.05434452 8.1027465 0.050741969 258.54 0.3
45 Delaware National High-Yield Municipal Bd Fd (CXHYX) 2.07070593 7.84653249 7.91491326 0.0671725258 1877.22 0.85
46 Delaware Ivy Municipal High Income Fund (WYMHX) 2.06546726 5.36554906 5.24639646 0.0441012009 962.36 0.61
47 Pimco Real Return Fund (PRRIX) 2.05826349 5.58988964 8.69052137 0.0552044705 12492.05 0.47
48 PF Inflation Managed Fund 2.05314944 5.6178802 8.63993407 0.0538025742 32.67 1.08
49 North Square Strategic Income Fund (ADVNX) 2.03731571 5.27991966 9.29389668 0.063003205 80.31 0.92
50 Western Asset Inflation Indexed Plus Bond Fund (WAIIX) 2.00881978 4.74097062 8.08871984 0.0508877082 112.2 0.35

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021.


Top 25 fixed-income funds ranked by largest Inflows

  Name 3-Month Portfolio Estimated Net Flows ($M) 3-Month Return One-Year Return % Three-Year Annualized Return % Five-Year Annualized Return % Portfolio Total Net Assets ($M) Expense Ratio
1 Vanguard Total Bond Market II Index Fund (VTBIX) 5723.25 -0.07169719 -1.73391449 0.0462301212 0.0344305607 257407.92 0.0009
2 Fidelity Series 5+ Year Inflation-Protected Bd Idx (FSTDX) 5599.34 2.42669363 N/A N/A N/A 6986.43 0
3 Strategic Advisers Fidelity Core Income Fund (FIWGX) 4182.91 0.26476815 -0.0702021 0.0632491143 N/A 46719.57 0.0023
4 American Funds Bond Fund of America (ABNDX) 3671.29 0.234098 -0.9480577 0.0580220674 0.0407332376 79565.32 0.0057
5 Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) 3387.3 3.10423851 -4.61260676 0.0887219019 0.068034508 7035.81 0.0003
6 Fidelity Series 0-5 Year Inflation-Protected Bd Id (FSTZX) 3248.1 0.19940179 N/A N/A N/A 4048.22 0
7 Baird Aggregate Bond Fund;Institutional (BAGIX) 2965.56 -0.09847739 -1.45928962 0.0542557474 0.0401175112 39973.43 0.003
8 Fidelity Series International Developed Mkts Bd Id (FSTQX) 2830.37 -0.2233706 N/A N/A N/A 3651.48 0
9 Vanguard Total International Bond II Index Fd (VTILX) 2390.66 -0.20185301 N/A N/A N/A 72678.75 0.0007
10 Fidelity Series Long-Term Treasury Bond Fund (FTLTX) 2103.67 2.72903147 -4.82948036 0.0854586656 0.064135417 13409.92 0
11 Strategic Advisers Municipal Bond Fund (FSMUX) 2057.37 1.01564333 N/A N/A N/A 4355.21 0.0047
12 Vanguard Inflation-Protected Securities Fund (VIPSX) 2016.6 2.22757928 5.56342767 0.0814314067 0.0507894295 41766.68 0.002
13 Catholic Responsible Investments Bond Fund (CRBSX) 1817.29 N/A N/A N/A N/A 1817.29 0.0035
14 Lord Abbett Bond Debenture Fund (LBNDX) 1737.5 0.11093316 3.25687069 0.0798803479 0.0576198698 28420.55 0.0078
15 Pimco Income Fund (PIMIX) 1521.56 0.1717159 2.60510815 0.0546094051 0.0509297401 146302.56 0.0062
16 Fidelity Advisor Floating Rate High Income Fd (FFRIX) 1388.41 0.79405184 5.6117299 0.0518138567 0.0388157922 11611.87 0.0072
17 Fidelity Strategic Advisers Core Income Fund (FPCIX) 1382.64 0.11034779 -0.67387758 0.0585516668 0.0436141773 48258.72 0.0039
18 BlackRock Strategic Income Opps Port (BSIIX) 1175.52 -0.22324934 0.95920531 0.0520772614 0.0398418775 45074.94 0.0075
19 JPMorgan Core Bond Fund (WOBDX) 1156.55 -0.12605198 -1.11760817 0.0501555435 0.0379409185 36308.63 0.005
20 Pimco Low Duration Income Fund (PFIIX) 1071.04 -0.01188092 2.10368718 0.0449482211 0.0420752565 11187.9 0.0054
21 MassMutual Short-Duration Bond Fund (MSTDX) 1062.41 -0.69003107 1.822873 0.028561299 0.0257113529 1437.91 0.0052
22 Lord Abbett Inflation Focused Fund (LIFIX) 1046.75 1.76770923 10.43448442 0.0718024053 0.043248302 3953.53 0.005
23 American Funds Inflation Linked Bond Fund (BFIAX) 1021.68 1.33305313 3.75239141 0.0819949526 0.0518228962 13641.93 0.007
24 Fidelity Inflation-Protected Bond Index Fund (FIPDX) 1007.62 2.30858799 5.92652194 0.0835305223 0.0525924868 11717.29 0.0005
25 Bridge Builder Core Plus Bond Fund (BBCPX) 942.42 0.00192717 -0.31480253 0.060664421 0.0451777248 34503.73 0.0015

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021.


Top 25 fixed-income funds ranked by largest outflows

  Name 3-Month Portfolio Estimated Net Flows ($M) 3-Month Return One-Year Return % Three-Year Annualized Return % Five-Year Annualized Return % Portfolio Total Net Assets ($M) Expense Ratio
1 Fidelity Series Inflation-Protected Bond Idx Fd (FSIPX) -8983.98 1.44224922 5.60239759 0.0690547378 0.0441197975 5550.11 0
2 Baird Core Plus Bond Fund (BCOIX) -2799.26 -0.12127081 -1.01815034 0.0583975758 0.0430174954 29260.54 0.003
3 PGIM Total Return Bond Fund (PDBAX) -2285.85 0.20813046 -1.57590392 0.0549731472 0.0433380029 56220.79 0.0076
4 MetWest Total Return Bond Fund (MWTRX) -1999.52 -0.23169929 -1.3404443 0.0534309797 0.0379274751 85629.84 0.0067
5 TCW Total Return Bond Fund (TGLMX) -1850.8 0.02433848 -1.05051429 0.0475525672 0.0368988993 4888.06 0.0049
6 USAA Income Fund (USAIX) -1754.65 -0.12203878 0.38568115 0.0644069571 0.0467726927 6631.76 0.0044
7 Templeton Global Bond Fund (TPINX) -1503.41 -0.45947809 -5.05728617 -0.0297504985 -0.0108979949 8440.55 0.0092
8 Eaton Vance Short Duration Govt Income Fd (EALDX) -1462.67 -0.62839504 -0.51123366 0.0124015024 0.0145617908 8957.98 0.0082
9 Vanguard Ultra-Short-Term Bond Fund (VUSFX) -1462.04 -0.21217919 0.17629945 0.018760002 0.0181971373 20375.68 0.001
10 Vanguard Total Bond Market Index Fund (VBMFX) -1302.83 -0.11163104 -1.76503352 0.0470702964 0.0347316022 316331.28 0.0015
11 Goldman Sachs Short-Term Conservative Inc Fd (GPPIX) -1158.05 -0.13666536 -0.00789997 0.0147703798 0.0160348309 4998.9 0.0024
12 Morgan Stanley Inst Ultra-Short Income Ptf (MUAIX) -985.98 0.00755948 0.03558598 0.0087577186 0.0111084092 11891.09 0.0045
13 JPMorgan Managed Income Fund (JMGIX) -960.39 -0.09951553 0.04023844 0.0144234921 0.0153578821 13072.18 0.0025
14 Fidelity Strategic Advisers Income Opptys Fd (FPIOX) -938.41 0.74442266 5.72031206 0.084761797 0.0589819679 5244.33 0.0052
15 Pimco Short Asset Investment Fund (PAIDX) -931.46 -0.17738216 -0.09770951 0.0124745108 0.0152756815 3320.3 0.0034
16 Vanguard GNMA Fund (VFIIX) -923.44 -0.52533655 -1.12316224 0.0276672841 0.0220476344 22989.45 0.0021
17 BlackRock Short Obligations Fund (BBSOX) -904.89 -0.11620065 -0.0495551 0.0148914717 0.0156730971 3317.5 0.003
18 Vanguard Short-Term Investment-Grade Fund (VFSTX) -896.45 -0.7119459 -0.43403134 0.0344124019 0.026367418 78102.8 0.002
19 JPMorgan Ultra-Short Municipal Fund (USMTX) -889.25 -0.03825799 -0.04422954 0.0100631615 0.0104456604 4496.06 0.0025
20 T Rowe Price Ultra Short-Term Bond Fund (TRBUX) -883.79 -0.19144887 0.2057816 0.0228196641 0.0210907187 4391.3 0.0031
21 Pimco Investment Grade Credit Bond Fund (PIGIX) -815.89 -0.18749957 -1.15034809 0.0681899196 0.0521338164 17876.7 0.0052
22 TCW Emerging Markets Income Fund (TGEIX) -798.89 -1.79490058 -5.07315092 0.0494450829 0.0385535509 6593.38 0.0085
23 Fidelity Series Treasury Bill Index Fund (FHQFX) -739.26 0.01241929 0.05642737 0.0110985881 N/A 2909.73 0
24 Pimco Short-Term Fund (PTSHX) -672.21 -0.35819956 0.00922327 0.0181744556 0.0187747328 16255.66 0.0047
25 Putnam Ultra Short Duration Income Fund (PSDYX) -664.88 -0.12339991 0.07722208 0.0145937595 0.015394038 14887.15 0.003

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021.

The post Q4 2021 top fixed-income mutual funds appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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