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sector performance

Core Bond Funds
Rank Fund Name Currency Return
30 Elfun Income Fund USD 8.2%
31 William Blair Bond Fund;I USD 8.2%
32 Columbia Bond Fund;I USD 8.1%
33 Fidelity Investment Grade Bond Fund USD 8.0%
34 Oppenheimer Total Return Bond Fund;A USD 8.0%
Rank Fund Name Currency Loss
59 BNY Mellon Bond Fund;M USD -3.1%
60 Columbia Bond Fund;I USD -3.1%
60 Goldman Sachs Core Fixed Income Fund;Institutional USD -3.1%
60 Scout Core Bond Fund;Institutional USD -3.1%
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.3% 1.5% 0.6%
2016 3.7% 3.3% 2.6% 0.8% -3.0%
2015 0.2% 1.6% -1.8% 1.0% -0.5%
2014 5.1% 1.9% 2.1% 0.0% 0.9%
2013 -3.2% -0.5% -2.7% 0.3% -0.3%
2012 5.4% 1.0% 2.1% 2.4% -0.2%
2011 7.0% 0.6% 1.9% 3.3% 0.9%
2010 6.6% 2.1% 3.0% 2.6% -1.2%
2009 9.6% 1.2% 3.0% 4.6% 0.6%
2008 1.4% 1.1% -0.4% -1.3% 2.0%
2007 6.4% 1.3% -0.8% 2.8% 2.9%
2006 4.0% -0.3% -0.2% 3.3% 1.2%
2005 1.9% -0.4% 3.0% -0.8% 0.2%
2004 4.7% 2.7% -2.3% 3.3% 1.0%
2003 4.2% 1.7% 3.2% -0.6% -0.1%
2002 9.4% -0.3% 3.3% 4.5% 1.7%
2001 7.5% 2.8% 0.3% 4.3% 0.0%
2000 11.9% 2.4% 1.6% 2.4% 5.1%
1999 -2.6% -1.0% -1.6% 0.3% -0.4%
1998 8.6% 1.5% 2.5% 4.1% 0.2%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date09/01/1986
  • Share Class size65Mn
  • Base currencyUSD
  • ISINUS19765Y8865

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management0.35%
  • Initial investment0