Short-term bond funds invest in fixed-income securities with maturities typically under three years. Lower interest-rate sensitivity (duration) makes them suitable for capital preservation, near-term spending needs, or a cash alternative in rising-rate environments.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) | NA | 2.18% | 3.58% | 4.70% | 3.61% | NA | NA | … | … |
| FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) | NA | 1.17% | 3.72% | 1.96% | 2.62% | 3.80% | 4.09% | … | … |
| SSSBX (SunAmerica Focused Small-Cap Value B) | NA | -25.93% | 6.61% | -5.27% | 3.10% | NA | NA | … | … |
| PTLDX (LOW DURATION FUND INSTITUTIONAL) | NA | 2.44% | 5.67% | 5.63% | 4.42% | 5.21% | 5.51% | … | … |
| VFIRX (VANGUARD SHORT-TERM TREASURY FUND ADMIRAL SHARES) | NA | 1.46% | 2.08% | 4.02% | 3.57% | NA | NA | … | … |
| FLOTX (Power Floating Rate Index Fund) | NA | 11.04% | 8.46% | 4.48% | 4.37% | 4.48% | NA | … | … |
| PSHIX (SHORT-TERM INCOME FUND INSTITUTIONAL CLASS) | NA | 2.08% | 4.56% | 2.63% | NA | NA | NA | … | … |
| SHYIX (GUGGENHEIM HIGH YIELD FUND INSTITUTIONAL CLASS) | NA | -0.53% | 14.34% | NA | NA | NA | NA | … | … |
| BSVKX (BlackRock Sustainable U.S. Value Equity Fund Class K Shares) | NA | NA | NA | NA | NA | NA | NA | … | … |
| NEARX (NEAR-TERM TAX FREE FUND NEAR-TERM TAX FREE FUND) | NA | 4.06% | 4.51% | 4.57% | 3.58% | 2.85% | 2.45% | … | … |
Data as of 06/01/2012, Common starting date is 10/19/2021
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