Top Performer Bond Funds 2011 |
Note: Although the performance of these funds is outstanding, future performance is not a guarantee. Please review this fund in details. I also provide the tables which show the fund performance in 1 year, 3 year, 5 year, and 10 years.
Intermediate Term Bond
This Intermediate Term Bond fund is one of the most popular bond funds for investor to invest in. This fund holds intermediate duration of bonds in its assets (including government and corporate bond). Most of these bond funds also are rated as investment grade bond funds.
The 5 Top Performer Intermediate Term Bond Funds of 2011 are:
- DoubleLine Core Fixed Income N (DLFNX)
- Managed by Jeffrey Gundlach, 4.81% yield, 0.74% expense ratio fee
- Fidelity Corporate Bond (FCBFX)
- low expense fee of 0.45%, no sales load
- Vanguard Intermediate-Term Bond Index Inv (VBIIX)
- passively managed, 5 star rating, 0.22% expense ratio
- Sextant Bond Income (SBIFX)
- 3 star rating, yield of 3.39%, no load
- PACE Strategic Fixed Income A (PBNAX)
- $857 million total net assets, 4 star rating, 4.5% sales load
No | Fund Name | Symbol | 1YR | 3YR | 5 Yr | 10 Yr | Expense Ratio |
---|---|---|---|---|---|---|---|
1
|
DoubleLine Core Fixed Income N
|
DLFNX
|
11.12%
|
-
|
-
|
-
|
0.75%
|
2
|
Fidelity Corporate Bond
|
FCBFX
|
11.09%
|
-
|
-
|
-
|
0.45%
|
3
|
Vanguard Interm-Term Bond Index Inv
|
VBIIX
|
10.61%
|
8.91%
|
7.84%
|
6.63%
|
0.22%
|
4
|
Sextant Bond Income
|
SBIFX
|
9.86%
|
8.39%
|
5.89%
|
5.49%
|
0.90%
|
5
|
PACE Strategic Fixed Income A
|
PBNAX
|
9.59%
|
11.67%
|
8.75%
|
6.90%
|
1.06%
|
Short Term Bond
The best way to invest your fund for short period is through short term bond funds. This taxable bond fund has most of its assets in short duration bonds (i.e. less susceptible to interest rate hike).
The 5 top performer short term bond funds of 2011 are:
- William Blair Income N (WBRRX)
- $5,000 minimum initial invest, 0.85% expense ratio, no load
- Thornburg Limited-Term Income A (THIFX)
- 5 star rating, 1.50% front end sales load
- Wasatch-1st Source Income (FMEQX)
- $139 million, 0.71% expense ratio, $2,000 min initial investment
- UCM Short Duration Investor (UCMRX)
- only $6.7 million total assets, yield of 1.36%, no load
- American Funds Intermediate Bond Fund of America A (AIBAX)
- 2.50% sales load, 80% turnover rate
No | Fund Name | Ticker | 1YR | 3YR | 5 Yr | 10 Yr | Expense Ratio |
---|---|---|---|---|---|---|---|
1
|
William Blair Income N
|
WBRRX
|
5.21%
|
6.90%
|
3.86%
|
3.94%
|
0.85%
|
2
|
Thornburg Limited-Term Income A
|
THIFX
|
5.08%
|
9.18%
|
5.89%
|
4.96%
|
0.99%
|
3
|
Wasatch-1st Source Income
|
FMEQX
|
3.86%
|
4.68%
|
4.63%
|
4.06%
|
0.74%
|
4
|
UCM Short Duration Investor
|
UCMRX
|
3.72%
|
-
|
-
|
-
|
0.85%
|
5
|
American Funds Interm Bond Fd of Amer A
|
AIBAX
|
3.71%
|
4.92%
|
3.64%
|
3.54%
|
0.60%
|
Long Term Bond
This long term bond funds may have higher yield than other taxable bond funds, however the NAV is highly correlated to the interest rate policy.
The 5 Best Performer Long Term Taxable Bond Funds of 2011 are:
- Vanguard Long-Term Bond Index Inv (VBLTX)
- has a yield of 4.19%, 2011 return of 22.05%, low expense fee
- BlackRock Long Duration Bond Inv A (BLADX)
- 4% sales load, $241 million assets, 2 star rating
- Eaton Vance Build America Bonds A (EBABX)
- no rating, 10% turnover rate
- Vanguard Long-Term Investment-Grade Inv (VWESX)
- analyst rating of Bronze, 5.03% yield
- SunAmerica 2020 High Watermark A (HWKAX)
- 1 star rating, sales load of 5.75%
No | Fund Name | Symbol | 1YR | 3YR | 5 Yr | 10 Yr | Expense Ratio |
---|---|---|---|---|---|---|---|
1
|
Vanguard Long-Term Bond Index Inv
|
VBLTX
|
22.05%
|
11.05%
|
9.66%
|
8.41%
|
0.22%
|
2
|
BlackRock Long Duration Bond Inv A
|
BLADX
|
21.59%
|
11.68%
|
-
|
-
|
0.91%
|
3
|
Eaton Vance Build America Bonds A
|
EBABX
|
20.77%
|
-
|
-
|
-
|
0.95%
|
4
|
Vanguard Long-Term Investment-Grade Inv
|
VWESX
|
17.18%
|
12.16%
|
8.41%
|
7.82%
|
0.24%
|
5
|
SunAmerica 2020 High Watermark A
|
HWKAX
|
16.90%
|
5.75%
|
0.74%
|
-
|
1.65%
|
High Yield Bond
For the second half of 2011, the high yield bond funds have been worst performer bond funds. However, these funds still manage to close in positive territory. These 5 top performer high yield bond funds include:
- Spirit of America Income A (SOAIX)
- $500 min invest, 16.8% turnover rate
- Westcore Flexible Income (WTLTX)
- 2 star rating, no load, 0.85% expense ratio
- Vanguard High-Yield Corporate Inv (VWEHX)
- Silver analyst rating, low expense fee of 0.25%
- JHancock3 Core High Yield A (JYIAX)
- 9.87% yield, 207% turnover rate
- Columbia Income Opportunities A (AIOAX)
- $2,000 minimum initial investment, $1.9 Billion assets
No | Fund Name | Symbol | 1YR | 3YR | 5 Yr | 10 Yr | Expense Ratio |
---|---|---|---|---|---|---|---|
1
|
Spirit of America Income A
|
SOAIX
|
16.12%
|
-
|
-
|
-
|
1.10%
|
2
|
Westcore Flexible Income
|
WTLTX
|
8.12%
|
19.51%
|
2.91%
|
6.38%
|
0.85%
|
3
|
Vanguard High-Yield Corporate Inv
|
VWEHX
|
7.13%
|
18.76%
|
6.11%
|
6.83%
|
0.25%
|
4
|
JHancock3 Core High Yield A
|
JYIAX
|
6.74%
|
-
|
-
|
-
|
1.25%
|
5
|
Columbia Income Opportunities A
|
AIOAX
|
6.13%
|
18.96%
|
6.83%
|
-
|
1.04%
|
The Top 5 Performer Inflation Protected Taxable Bond funds of 2011 are:
- GMO Inflation Indexed Plus Bond III (GMITX)
- DFA Inflation-Protected Securities I (DIPSX)
- American Independence US Inflation-Index A (FNIHX)
- Vanguard Inflation-Protected Secs Inv (VIPSX)
- Gold Analyst Rating, 4.01% yield, 0.22% expense fee
- Goldman Sachs Inflation Protected Secs A (GSAPX)
- $2,000 min initial investment, 3.75% sales load
No | Fund Name | Symbol | 1YR | 3YR | 5 Yr | 10 Yr | Expense Ratio |
---|---|---|---|---|---|---|---|
1
|
GMO Inflation Indexed Plus Bond III
|
GMITX
|
14.98%
|
19.49%
|
5.72%
|
-
|
0.47%
|
2
|
DFA Inflation-Protected Securities I
|
DIPSX
|
14.54%
|
10.74%
|
8.41%
|
-
|
0.13%
|
3
|
American Indep US Infl-Idx A
|
FNIHX
|
13.75%
|
10.16%
|
8.12%
|
7.52%
|
0.77%
|
4
|
Vanguard Inflation-Protected Secs Inv
|
VIPSX
|
13.24%
|
10.03%
|
7.63%
|
7.33%
|
0.22%
|
5
|
Goldman Sachs Inflation Protected Secs A
|
GSAPX
|
13.22%
|
9.80%
|
-
|
-
|
0.62%
|
MultiSector Bond
These MultiSector Bond fund may invest in any different bond classes such as sovereign bond, US government bond, corporate bond, mortgage backed bond, municipal bond, global bond, etc. The 5 Best Performing MultiSector Bond funds of 2011 are:
- GMO Strategic Fixed Income III (GFITX)
- RiverNorth Doubleline Strategic Inc R (RNDLX): 64% turnover rate, corporate bond is the top holding
- Hartford Strategic Income I (HSNIX)
- Total assets are $486 million, yield of 5.60%
- Legg Mason WA Strategic Income A (SDSAX)
- Columbia Strategic Income A (COSIX)
- 4.75% sales load, yield of 5.46%
No | Fund Name | Ticker | 1YR | 3YR | 5 Yr | 10 Yr | Expense Ratio |
---|---|---|---|---|---|---|---|
1
|
GMO Strategic Fixed Income III
|
GFITX
|
13.77%
|
14.61%
|
3.03%
|
-
|
0.42%
|
2
|
RiverNorth Doubleline Strategic Inc R
|
RNDLX
|
11.04%
|
-
|
-
|
-
|
1.45%
|
3
|
Hartford Strategic Income I
|
HSNIX
|
7.60%
|
14.51%
|
-
|
-
|
0.71%
|
4
|
Legg Mason WA Strategic Income A
|
SDSAX
|
7.13%
|
15.85%
|
5.18%
|
5.96%
|
1.11%
|
5
|
Columbia Strategic Income A
|
COSIX
|
6.44%
|
11.81%
|
6.74%
|
7.93%
|
0.77%
|
World Bond
These world bond funds, also known as global bond funds, invest in foreign corporate and government bond (sovereign debt). The 5 Top Performing World Bond Funds of 2011 are:
PIMCO |
- PIMCO Global Bond (Unhedged) D (PGBDX)
- GMO Global Bond III (GMGBX)
- PIMCO Global Bond (USD-Hedged) A (PAIIX)
- GMO Currency Hedged Intl Bond III (GMHBX)
- PIMCO Foreign Bond (Unhedged) D (PFBDX)
No | Fund Name | Ticker | 1YR | 3YR | 5 Yr | 10 Yr | Expense Ratio |
---|---|---|---|---|---|---|---|
1
|
PIMCO Global Bond (Unhedged) D
|
PGBDX
|
8.77%
|
12.04%
|
8.21%
|
8.57%
|
0.95%
|
2
|
GMO Global Bond III
|
GMGBX
|
8.47%
|
14.24%
|
5.25%
|
7.47%
|
0.43%
|
3
|
PIMCO Global Bond (USD-Hedged) A
|
PAIIX
|
8.20%
|
10.34%
|
6.44%
|
5.72%
|
0.90%
|
4
|
GMO Currency Hedged Intl Bond III
|
GMHBX
|
7.97%
|
12.74%
|
3.52%
|
4.78%
|
0.44%
|
5
|
PIMCO Foreign Bond (Unhedged) D
|
PFBDX
|
7.95%
|
13.48%
|
8.96%
|
-
|
0.90%
|
Other Top Performer Mutual Funds of 2011:
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