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 | 5.72% | 4.69% |
| FTBFX (FIDELITY TOTAL BOND FUND) | NA | 24.70% | 5.62% | 4.87% | NA | NA | NA | 5.26% | 5.26% |
| SWTIX (Schwab Total Stock Market Index Inv) | NA | 22.70% | -6.47% | 0.51% | -0.27% | NA | NA | 5.37% | 0.07% |
| PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | NA | 19.25% | 9.24% | 7.00% | 7.64% | 7.95% | 7.61% | 7.04% | 7.92% |
| THOPX (THOMPSON BOND FUND) | NA | 29.21% | 8.97% | 6.50% | 6.66% | 6.46% | NA | 7.58% | 5.94% |
| DBIRX (DREYFUS BOND MARKET INDEX FUND CLASS I) | NA | 8.89% | 6.18% | 5.03% | 6.15% | 6.64% | NA | 5.20% | 5.98% |
| FTHRX (FIDELITY INTERMEDIATE BOND FUND) | NA | 21.48% | 4.87% | 4.29% | 5.55% | 5.86% | 6.15% | 4.74% | 8.10% |
| MWHYX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS M) | NA | 59.80% | 6.94% | 6.36% | NA | NA | NA | 9.43% | 9.39% |
| MWTRX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS M) | NA | 22.36% | 7.44% | 6.37% | 6.01% | NA | NA | 7.94% | 5.86% |
| CTBIX (ASTON/TCH FIXED INCOME FUND CLASS I SHARES) | NA | 14.06% | 4.16% | 3.72% | NA | NA | NA | 3.31% | 2.74% |
Data as of 12/08/2009, Common starting date is 10/23/2002