Total return bond funds seek both income and capital appreciation by investing flexibly across bond sectors — government, corporate, mortgage-backed, and emerging market debt. Active managers can adjust duration and credit exposure based on market conditions.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VCORX (VANGUARD CORE BOND FUND INVESTOR SHARES) | 0.49% | 4.81% | 4.40% | 0.27% | 1.98% | NA | NA | … | … |
| PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | 0.41% | 6.45% | 5.36% | 0.72% | 2.32% | 2.73% | 4.24% | … | … |
| FTBFX (FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND) | 0.37% | 4.98% | 4.79% | 0.82% | 2.52% | 2.98% | 4.30% | … | … |
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) | 0.90% | 7.78% | 7.66% | 3.81% | 4.88% | 5.90% | NA | … | … |
| DBLTX (DOUBLELINE TOTAL RETURN BOND FUND CLASS I) | -0.12% | 4.57% | 4.46% | 0.56% | 1.60% | 2.72% | NA | … | … |
| MWTRX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS M) | 0.03% | 4.64% | 3.84% | -0.45% | 1.52% | 2.52% | 3.99% | … | … |
| LSBRX (LOOMIS SAYLES BOND FUND RETAIL CLASS) | -0.18% | 4.85% | 6.74% | 1.97% | 2.82% | 3.21% | 4.45% | … | … |
| PHYSX (PIA HIGH YIELD FUND INSTITUTIONAL CLASS) | 2.09% | 4.27% | 7.09% | 3.96% | 5.26% | 5.52% | NA | … | … |
| STIGX (RIDGEWORTH SEIX CORE BOND FUND I SHARES) | 0.33% | 4.57% | 3.51% | -0.52% | 1.10% | 1.95% | 2.88% | … | … |
| TGBAX (TEMPLETON GLOBAL BOND FUND ADVISOR CLASS) | 2.30% | 6.82% | 2.80% | -0.10% | 0.72% | 1.62% | 4.69% | … | … |
Data as of 06/17/2026, Common starting date is 03/31/2016
Recent Articles
- Amazon 401(k) Plan Review: 50% Match, 1.1M Participants, and the 3-Year Vesting Catch
- Citizens Financial Group 401(k) Review: Dollar-for-Dollar Match Up to 4% With Immediate Vesting
- Target’s 401(k) Review: 100% Match on 5% with Immediate Vesting
- Eversource 401(k) Plan Review: Choose Your Match — 3% or 8%, Immediate Vesting Either Way
- Delta’s 401(k): 9% Employer Contribution, 367 Funds, and a Smart Auto-Escalation Design
- Providence Health’s 100% Match on 6% and $600M Pay Raise: What Employees Need to Know
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …