Domestic Taxable Bond | 1 year gross return | 1 year net return |
---|---|---|
Federated Hermes Trade Finance | 7.24 | 6.33 |
BNP Paribas Mortgage Alpha | 5.41 | 5.16 |
Potomac Income Plus | 7.21 | 4.57 |
Mellon Opportunistic Fixed Income | 4.28 | 3.76 |
Q3 Tactical High Yield | 5.98 | 3.60 |
JPM Liquidity USD Credit-Composite | 3.01 | 2.86 |
UBS Short Duration High Yield SMA | 1.61 | 2.84 |
Mellon STIF | 2.89 | 2.81 |
Pioneer Multi-Asset Ultrashort Income | 3.04 | 2.79 |
RBC US Cash Management: High Quality Crd | 2.84 | 2.71 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023
Domestic Taxable Bond | 5 year gross return | 5 year net return |
---|---|---|
Newport Investment - Flexible Bond | 8.07 | 7.53 |
Herzfeld Fixed Income Composite | 6.81 | 5.79 |
Karpus Taxable Fixed Income | 6.31 | 5.37 |
Brandywine Global U.S. Fixed Income | 5.51 | 5.20 |
Karpus Tax Sensitive Fixed Income | 5.81 | 4.85 |
Artisan High Income | 5.24 | 4.52 |
Mesirow High Yield | 4.89 | 4.46 |
Barrow Hanley High Yield Fixed Income | 4.67 | 4.18 |
L&S Short-Duration High Yield | 4.86 | 4.09 |
PGIM US Shrt-Dur Higher Quality Hi-Yld | 4.56 | 4.08 |