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Ready-to-Go Folios: Bond Category

Ready-to-Go Folios Main | See All Folios

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: July 19, 2018
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Global Bond 09/07/00 -4.08% -1.57% 3.86% 2.87% 6.81%
Bond ETF 07/31/02 -1.21% -0.25% 2.13% 2.53% 4.39%
High-Yield Bond 09/07/00 -0.03% 1.01% 3.96% 3.52% 4.24%
Municipal Bond 01/15/01 0.05% 0.89% 2.40% 3.42% 4.24%
Corporate Bond 09/07/00 -2.14% -0.64% 2.90% 3.01% 4.20%
Government Bond 09/07/00 -0.92% -0.34% 1.40% 1.93% 4.15%

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