Total bond market funds invest across the full U.S. investment-grade bond universe — Treasuries, mortgage-backed securities, and corporate bonds with short, intermediate, and long maturities. The core fixed-income holding for diversified portfolios.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBTLX (Vanguard Total Bond Market Index Fund Admiral Shares) | NA | 10.38% | 6.46% | 5.25% | NA | NA | NA | … | … |
| FXNAX (FIDELITY U.S. BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) | NA | NA | NA | NA | NA | NA | NA | … | … |
| SWAGX (Schwab US Aggregate Bond Index Fund) | NA | NA | NA | NA | NA | NA | NA | … | … |
| PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | NA | 19.25% | 9.24% | 7.00% | 7.64% | 7.95% | 7.61% | … | … |
| VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) | NA | 10.26% | 6.36% | 5.00% | 5.95% | 6.61% | 6.71% | … | … |
| FTBFX (FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND) | NA | 24.70% | 5.62% | 4.87% | NA | NA | NA | … | … |
| FTHRX (FIDELITY INTERMEDIATE BOND FUND FIDELITY INTERMEDIATE BOND FUND) | NA | 21.48% | 4.87% | 4.29% | 5.55% | 5.86% | 6.15% | … | … |
| SWTIX (Schwab Total Stock Market Index Inv) | NA | 22.70% | -6.47% | 0.51% | -0.27% | NA | NA | … | … |
| DBIRX (DREYFUS BOND MARKET INDEX FUND CLASS I) | NA | 8.89% | 6.18% | 5.03% | 6.15% | 6.64% | NA | … | … |
| BAGSX (BAIRD AGGREGATE BOND FUND INVESTOR) | NA | 14.14% | 4.67% | 4.28% | NA | NA | NA | … | … |
Data as of 12/08/2009, Common starting date is 02/28/2017
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