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) | 0.72% | 5.04% | 4.48% | 0.25% | 2.02% | NA | NA | … | … |
| PTTRX (TOTAL RETURN FUND INSTITUTIONAL) | 0.64% | 6.69% | 5.44% | 0.70% | 2.36% | 2.75% | 4.25% | … | … |
| FTBFX (FIDELITY TOTAL BOND FUND FIDELITY TOTAL BOND FUND) | 0.58% | 5.20% | 4.86% | 0.81% | 2.55% | 3.00% | 4.31% | … | … |
| PIMIX (PIMCO INCOME FUND INSTITUTIONAL) | 1.00% | 7.88% | 7.70% | 3.87% | 4.87% | 5.91% | NA | … | … |
| DBLTX (DOUBLELINE TOTAL RETURN BOND FUND CLASS I) | 0.11% | 4.69% | 4.54% | 0.57% | 1.65% | 2.73% | NA | … | … |
| MWTRX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS M) | 0.25% | 4.75% | 3.92% | -0.46% | 1.55% | 2.54% | 4.00% | … | … |
| LSBRX (LOOMIS SAYLES BOND FUND RETAIL CLASS) | -0.09% | 4.93% | 6.77% | 1.94% | 2.77% | 3.22% | 4.46% | … | … |
| PHYSX (PIA HIGH YIELD FUND INSTITUTIONAL CLASS) | 2.09% | 4.15% | 7.09% | 3.96% | 5.22% | 5.52% | NA | … | … |
| STIGX (RIDGEWORTH SEIX CORE BOND FUND I SHARES) | 0.12% | 4.35% | 3.43% | -0.65% | 1.10% | 1.94% | 2.87% | … | … |
| TGBAX (TEMPLETON GLOBAL BOND FUND ADVISOR CLASS) | 1.86% | 6.22% | 2.66% | -0.14% | 0.62% | 1.59% | 4.67% | … | … |
Data as of 06/18/2026, Common starting date is 03/31/2016
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