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sector performance

Core Bond Funds
Rank Fund Name Currency Risk
21 Madison Core Bond Fund;A USD 2.4
22 Dodge & Cox Income Fund USD 2.5
23 TCW Core Fixed Income Fund;I USD 2.5
24 Commerce Bond Fund USD 2.5
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Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% -0.3% 0.6%
2017 4.4% 1.2% 1.5% 1.1% 0.5%
2016 5.6% 2.4% 2.6% 1.8% -1.2%
2015 -0.6% 1.3% -1.2% -0.8% 0.1%
2014 5.5% 2.3% 2.2% 0.0% 0.9%
2013 0.6% 0.5% -1.8% 0.8% 1.2%
2012 7.9% 3.0% 1.3% 2.5% 1.0%
2011 4.8% 1.4% 1.8% 0.2% 1.4%
2010 7.2% 2.2% 2.0% 2.6% 0.2%
2009 16.1% 0.3% 7.5% 5.8% 1.8%
2008 -0.3% 0.6% -0.3% -3.8% 3.4%
2007 4.7% 1.4% -0.2% 2.1% 1.3%
2006 5.3% 0.1% 0.0% 3.4% 1.7%
2005 2.0% -0.5% 2.1% -0.2% 0.6%
2004 3.6% 1.9% -2.1% 2.7% 1.2%
2003 6.0% 1.4% 2.8% 0.5% 1.1%
2002 10.7% 1.0% 3.1% 3.8% 2.5%
2001 10.3% 3.8% 1.3% 4.2% 0.6%
2000 10.7% 2.1% 1.3% 2.7% 4.2%
1999 -0.8% -0.3% -1.0% 0.4% 0.1%
1998 8.1% 1.4% 2.4% 3.1% 0.9%
1997 10.0% -0.8% 3.7% 3.7% 3.1%
1996 3.6% -2.1% 0.5% 2.0% 3.2%
1995 20.2% 5.5% 7.0% 2.1% 4.4%
1994 -2.9% -2.4% -1.5% 0.5% 0.6%
1993 11.3% 4.8% 3.2% 3.1% -0.2%
1992 7.8% -1.6% 4.6% 4.8% 0.0%
1991 18.1% 3.3% 1.6% 6.4% 5.8%
1990 7.4% -1.5% 3.5% 0.2% 5.1%
1989 7.9% 0.7% 3.3%

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 date03/01/1989
  • Share Class size56,200Mn
  • Base currencyUSD
  • ISINUS2562101053

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment100

Charges

  • Annual management0.00%