Best Mutual Funds: Top Performing Short-Term Bond Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing moderate allocation stock funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
Thompson Bond THOPX 4.75% 7%  1,287,811,518 0.80%
Calvert Short Duration Income CSDAX 3.79% 3%  1,917,790,276 1.08%
Thornburg Limited-Term Income THIIX 3.27% 4%  2,826,430,011 0.58%
Weitz Short-Intermediate Inc WEFIX 3.26% 2%  1,464,693,821 0.61%
DWS Short Duration S DBPIX 3.06% 3%  1,858,614,472 0.63%
MassMutual Premier Short-Duration Bond MSHAX 2.99% 3%  493,422,724 0.94%
Virtus Multi-Sector S/T Bd C PSTCX 2.82% 6%  6,845,826,869 1.27%
Russell Short Duration Bond RSBEX 2.77% 3%  1,294,150,604 0.86%
PIMCO Low Duration PLDDX 2.66% 3%  23,026,959,016 0.75%
Ivy Limited-Term Bond WLTAX 2.65% 2%  1,602,697,886 0.90%
Virtus Low Duration Income HIMZX 2.57% 3%  75,960,341 0.95%
CNI Charter Corporate Bond CCBAX 2.55% 3%  137,175,957 1.00%
Lord Abbett Short Duration Income LALDX 2.41% 3%  27,712,034,015 0.59%
Wells Fargo Advantage Short-Term Bd SSTVX 2.39% 2%  511,191,600 0.80%
Prudential Short-Term Corporate Bd PIFCX 2.37% 3%  9,183,309,180 1.52%
Hartford Short Duration HSDAX 2.31% 2%  563,120,700 0.85%
USAA Short-Term Bond USSBX 2.27% 3%  2,956,960,464 0.63%

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