Domestic Intermediate-Duration Fixed Income | 1 year gross return | 1 year net return |
---|---|---|
SIP U.S. Focused Total Return Muni CA 1 | 2.91 | 2.91 |
DeRoy & Devereaux Total Return Bond | 3.29 | 2.89 |
Karpus Tax Sensitive Fixed Income | 3.70 | 2.76 |
Karpus Taxable Fixed Income | 3.42 | 2.52 |
Stewart Capital Fixed Income Portfolio | 2.34 | 2.03 |
SIPP U.S. Focused Total Return Muni 1 | 2.39 | 2.00 |
Tannin Capital Short-Intermd Govt/Credit | 2.24 | 1.85 |
IR+M Gov/Credit | 2.11 | 1.78 |
Invesco Tax-Aware Intermediate | 1.78 | 1.62 |
Winthrop Intermediate Fixed Income | 1.74 | 1.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Domestic Intermediate-Duration Fixed Income | 5 year gross return | 5 year net return |
---|---|---|
Karpus Taxable Fixed Income | 6.23 | 5.29 |
Brandywine Global U.S. Fixed Income | 5.06 | 4.75 |
Karpus Tax Sensitive Fixed Income | 5.22 | 4.26 |
Eaton Vance Taxable Municipal Bond | 3.41 | 3.10 |
BBH Core Plus Fixed Income | 3.01 | 2.76 |
Tannin Capital Short-Intermd Govt/Credit | 2.87 | 2.47 |
Reams Core Fixed Income | 2.63 | 2.36 |
Chartwell Core Plus Fixed Income | 2.73 | 2.35 |
DeRoy & Devereaux Total Return Bond | 2.53 | 2.12 |
Winthrop Intermediate Fixed Income | 2.43 | 1.95 |