Investing in bonds and other fixed income securities may afford the opportunity to generate a more consistent income stream, often with less risk than an equity portfolio. Some government bond income may even be tax free.

Our bond folios consist of ETFs, which generally do not have minimums or sales charges, can be traded intraday, and have lower overall expense ratios than most mutual funds.

With different folios to address your specific needs, a bond folio may be a helpful addition to your portfolio.

Last Updated: December 9, 2016 Average Annualized Returns
Past performance is no guarantee of future results.
Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since Incep.
High-Yield Bond 09/07/2000 12.99% 11.89% 3.06% 5.58% 4.26%
Global Bond 09/07/2000 5.48% 4.74% 2.70% 2.99% 7.11%
Corporate Bond 09/07/2000 4.30% 3.64% 3.45% 3.20% 4.34%
Bond ETF 07/31/2002 2.81% 2.45% 3.25% 2.52% 4.65%
Government Bond 09/07/2000 1.14% 0.73% 2.85% 1.51% 4.41%
Municipal Bond 01/15/2001 -0.51% 0.05% 3.62% 2.77% 4.34%

See how returns are calculated
Past performance is no guarantee of future results.