投資ポートフォリオや退職口座のためにミューチュアルファンドを評価している場合、こちらのリストは、過去1年、3年、5年、10年の期間で各ファンドがブルームバーグ米国総合債券指数を上回った実績に基づき、今検討すべき最良の米国課税債券ファンド（米国課税対象）をハイライトしています。これは短期・長期の両方でのアウトパフォーマンスを示しています。10年以上の歴史を持つ米国課税債券ファンド818本のうち、287本、つまり35％がIBDの2026年最優秀ミューチュアルファンド賞を受賞しています。これらの中で、下記リストのシェーディングされたセルは、10年のパフォーマンスに基づく5つの最優秀債券ファンドをハイライトしています。米国課税債券ファンドは、連邦、州、場合によっては地方レベルで課税対象となる収入を分配する固定収入ファンドです。詳細については、ベンチマークを上回るリターンを実現している最良のミューチュアルファンドの仕組みや、債券ファンド、多様化株式ファンド、ブレンドファンド、インデックスファンドを含む全カテゴリーの2026年最優秀ファンド一覧をご覧ください。すべてのリターンは2025年12月31日時点のものです。最優秀米国課税債券ファンド----------------------------| ファンド名 | 記号 | 1年総リターン | 3年総リターン | 5年総リターン | 10年総リターン | マスタードカテゴリー | 年次報告書純経費率 || --- | --- | --- | --- | --- | --- | --- | --- || ベンチマーク：ブルームバーグ米国総合債券指数 | | 7.30% | 4.66% | -0.36% | 2.01% | | || Virtus Convertible Inst | ANPX | 22.37 | 14.82 | 5.33 | 12.37 | US Fund Convertibles | 0.71% || Franklin Convertible Securities A* | FISCX | 13.54 | 13.08 | 5.50 | 12.11 | US Fund Convertibles | 0.81 || Lord Abbett Convertible I | LCFYX | 22.28 | 14.31 | 3.02 | 11.73 | US Fund Convertibles | 0.89 || Fidelity Convertible Securities | FCVSX | 18.38 | 14.53 | 6.96 | 11.38 | US Fund Convertibles | 0.64 || Columbia Convertible Securities A | PACIX | 19.58 | 13.58 | 4.12 | 11.20 | US Fund Convertibles | 1.07 || NYLI MacKay Convertible Class A | MCOAX | 15.44 | 10.75 | 5.54 | 10.01 | US Fund Convertibles | 0.93 || Putnam Convertible Securities A | PCONX | 11.95 | 11.55 | 3.29 | 9.94 | US Fund Convertibles | 1.03 || Calamos Convertible A | CCVIX | 19.08 | 13.05 | 3.67 | 9.78 | US Fund Convertibles | 1.14 || Invesco Convertible Securities Y | CNSDX | 16.14 | 11.37 | 4.13 | 9.57 | US Fund Convertibles | 0.71 || Catalyst/SMH High Income A | HIIFX | 15.72 | 13.67 | 6.54 | 9.40 | US Fund High Yield Bond | 1.48 || Harbor Convertible Securities Instl | HACSX | 20.36 | 14.56 | 5.49 | 8.77 | US Fund Convertibles | 0.71 || TETON Convertible Securities AAA | WESRX | 17.16 | 11.21 | 1.95 | 8.00 | US Fund Convertibles | 1.16 || Fidelity Capital & Income | FAGIX | 12.36 | 12.00 | 7.03 | 7.93 | US Fund High Yield Bond | 0.63 || Calamos Global Convertible I | CXGCX | 18.53 | 14.29 | 3.03 | 7.90 | US Fund Convertibles | 1.08 || Fidelity Advisor Capital & Income M | FAHYX | 11.74 | 11.42 | 6.62 | 7.70 | US Fund High Yield Bond | 0.94 || American Beacon SiM High Yld Opps R5 | SHOIX | 9.50 | 10.65 | 6.53 | 7.32 | US Fund High Yield Bond | 0.74 || Artisan High Income Advisor* | APDFX | 8.28 | 10.80 | 5.48 | 7.30 | US Fund High Yield Bond | 0.78 || SEI High Yield Bond A (SIIT) | SGYAX | 7.93 | 10.44 | 5.62 | 7.02 | US Fund High Yield Bond | 0.29 || Fidelity Series High Income* | FSHNX | 11.13 | 10.54 | 5.22 | 6.82 | US Fund High Yield Bond | 0.00 || Franklin High Income A1* | FHAIX | 8.93 | 10.16 | 4.95 | 6.71 | US Fund High Yield Bond | 0.73 || Nuveen Credit Income I | FJSYX | 8.15 | 11.02 | 5.15 | 6.64 | US Fund High Yield Bond | 0.71 || American Funds American High-Inc A | AHITX | 8.24 | 9.90 | 5.47 | 6.64 | US Fund High Yield Bond | 0.70 || PIMCO High Yield Spectrum Instl | PHSIX | 9.00 | 10.60 | 5.03 | 6.56 | US Fund High Yield Bond | 0.69 || Nationwide Strategic Income R6 | NWXGX | 7.48 | 8.92 | 5.89 | 6.56 | US Fund Multisector Bond | 0.49 || T. Rowe Price Credit Opportunities | PRCPX | 8.84 | 9.92 | 5.13 | 6.56 | US Fund High Yield Bond | 0.81 || BlackRock High Yield K | BRHYX | 9.44 | 10.60 | 5.13 | 6.56 | US Fund High Yield Bond | 0.46 || American Century High Income Y | NPHIX | 8.80 | 9.97 | 4.70 | 6.53 | US Fund High Yield Bond | 0.58 || Nuveen High Yield Income I | NCOIX | 8.16 | 10.15 | 5.04 | 6.51 | US Fund High Yield Bond | 0.75 || SEI High Yield Bond F (SIMT) | SHYAX | 7.52 | 9.73 | 5.07 | 6.51 | US Fund High Yield Bond | 0.90 || Stone Ridge Hi Yld Reinsurance Risk PrmI | SHRIX | 13.08 | 16.90 | 9.47 | 6.44 | US Fund Miscellaneous Fixed Income | 1.72 || Payden High Income | PYHRX | 8.73 | 10.49 | 5.35 | 6.42 | US Fund High Yield Bond | 0.60 || Loomis Sayles High Income Opps Instl | LSIOX | 9.96 | 10.24 | 4.02 | 6.34 | US Fund High Yield Bond | n.a. || RBC BlueBay High Yield Bond I | RGHYX | 9.02 | 9.65 | 4.56 | 6.29 | US Fund High Yield Bond | 0.56 || Federated Hermes High Yield Strategy | FHYSX | 8.98 | 9.92 | 4.35 | 6.28 | US Fund High Yield Bond | 0.00 || T. Rowe Price Global High Income Bd | RPIHX | 9.29 | 10.55 | 4.19 | 6.21 | US Fund High Yield Bond | 0.75 || T. Rowe Price US High Yield I | TUHIX | 8.20 | 10.28 | 3.73 | 6.20 | US Fund High Yield Bond | 0.60 || PGIM High Yield A | PBHAX | 8.75 | 9.56 | 4.22 | 6.19 | US Fund High Yield Bond | 0.74 || MFS High Yield Pooled | HYPPX | 9.44 | 10.09 | 4.61 | 6.19 | US Fund High Yield Bond | 0.03 || MML Barings High Yield Svc | DLHYX | 8.57 | 10.30 | 5.04 | 6.15 | US Fund High Yield Bond | 0.74 || Intrepid Income Institutional | ICMUX | 8.15 | 9.81 | 7.13 | 6.15 | US Fund Multisector Bond | 0.96 || Victory High Yield A | GUHYX | 9.68 | 9.80 | 2.91 | 6.14 | US Fund High Yield Bond | 1.00 || T. Rowe Price Instl High Yield | TRHYX | 9.00 | 9.87 | 4.43 | 6.11 | US Fund High Yield Bond | 0.50 || Strategic Advisers Income Opportunities | FPIOX | 9.49 | 10.09 | 4.77 | 6.11 | US Fund High Yield Bond | 0.18 || Northern Multi-Manager Hi Yld Opp | NMHYX | 7.56 | 9.17 | 4.52 | 6.08 | US Fund High Yield Bond | 0.68 || 1290 High Yield Bond I | TNHIX | 8.07 | 9.43 | 4.29 | 6.07 | US Fund High Yield Bond | 0.75 || Aristotle High Yield Bond I | PLHIX | 7.31 | 9.07 | 4.21 | 6.04 | US Fund High Yield Bond | 0.55 || Western Asset High Yield I | WAHYX | 9.19 | 9.96 | 3.96 | 6.01 | US Fund High Yield Bond | 0.75 || Integrity High Income A | IHFAX | 8.25 | 8.94 | 4.30 | 6.00 | US Fund High Yield Bond | 1.04 || Eaton Vance Glbl Macro Abs Ret Advtg I | EGRIX | 20.35 | 12.61 | 7.74 | 6.00 | US Fund Nontraditional Bond | 2.22 || Loomis Sayles Instl High Income | LSHIX | 9.25 | 9.56 | 4.69 | 5.99 | US Fund High Yield Bond | 0.73 || DWS Global High Income Inst | MGHYX | 8.64 | 9.67 | 4.26 | 5.99 | US Fund High Yield Bond | 0.67 || Empower High Yield Bond Inv | MXHYX | 8.96 | 9.23 | 3.57 | 5.98 | US Fund High Yield Bond | 0.98 || PACE High Yield P | PHYPX | 8.46 | 9.75 | 3.96 | 5.97 | US Fund High Yield Bond | 0.88 || Virtus Seix High Yield I | SAMHX | 7.33 | 9.04 | 3.81 | 5.95 | US Fund High Yield Bond | 0.64 || VALIC Company I High Yield Bond | VHYLX | 9.37 | 9.64 | 4.20 | 5.92 | US Fund High Yield Bond | 0.68 || Nuveen High Yield R6 | TIHYX | 8.39 | 9.74 | 4.54 | 5.92 | US Fund High Yield Bond | 0.36 || Federated Hermes Opportunistic HY Bd Svc | FHYTX | 8.20 | 9.17 | 4.24 | 5.90 | US Fund High Yield Bond | 0.97 || PIMCO Preferred and Capital Secs Instl | PFINX | 10.15 | 8.82 | 3.28 | 5.89 | US Fund Preferred Stock | 1.02 || Hartford High Yield Y | HAHYX | 9.32 | 9.58 | 4.10 | 5.89 | US Fund High Yield Bond | 0.66 || Federated Hermes Instl High Yield Bd IS | FIHBX | 8.49 | 9.29 | 3.92 | 5.88 | US Fund High Yield Bond | 0.49 || Victory High Income | USHYX | 8.48 | 9.44 | 4.27 | 5.84 | US Fund High Yield Bond | 0.79 || Northern High Yield Fixed Income | NHFIX | 8.73 | 10.17 | 4.49 | 5.83 | US Fund High Yield Bond | 0.60 || Fidelity High Income | SPHIX | 9.79 | 10.10 | 4.13 | 5.82 | US Fund High Yield Bond | 0.66 || T. Rowe Price High Yield | PRHYX | 8.59 | 9.57 | 4.22 | 5.80 | US Fund High Yield Bond | 0.75 || DWS High Income A | KHYAX | 8.67 | 9.03 | 4.12 | 5.77 | US Fund High Yield Bond | 0.99 || River Canyon Total Return Bond Inst | RCTIX | 7.75 | 8.41 | 4.97 | 5.74 | US Fund Multisector Bond | 0.65 || Victory Pioneer High Yield Y | TYHYX | 7.94 | 9.08 | 4.22 | 5.71 | US Fund High Yield Bond | 0.85 || Dunham High-Yield Bond N | DNHYX | 7.48 | 9.74 | 4.47 | 5.69 | US Fund High Yield Bond | n.a. || MFS Global High Yield I | MHOIX | 8.51 | 9.91 | 4.28 | 5.67 | US Fund High Yield Bond | 0.80 || Western Asset Short Duration High Inc A | SHIAX | 7.56 | 8.82 | 5.04 | 5.66 | US Fund High Yield Bond | 0.96 || JPMorgan High Yield I | OHYFX | 8.36 | 9.59 | 4.73 | 5.65 | US Fund High Yield Bond | 0.64 || Eaton Vance Income Fund of Boston A | EVIBX | 8.18 | 8.99 | 4.64 | 5.63 | US Fund High Yield Bond | 0.96 || Putnam High Yield A | PHYIX | 8.57 | 9.44 | 3.91 | 5.62 | US Fund High Yield Bond | 0.99 || PIMCO High Yield Instl | PHIYX | 8.57 | 9.34 | 3.94 | 5.62 | US Fund High Yield Bond | 0.61 || Vanguard High-Yield Corporate Inv | VWEHX | 9.35 | 9.06 | 4.11 | 5.58 | US Fund High Yield Bond | 0.22 || Timothy Plan High Yield Bond A | TPHAX | 7.57 | 9.23 | 3.87 | 5.56 | US Fund High Yield Bond | 1.19 || Voya High Yield Port S | IPHYX | 8.41 | 9.21 | 3.66 | 5.55 | US Fund High Yield Bond | 0.73 || Transamerica High Yield Bond I3 | TAHTX | 8.69 | 9.06 | 4.04 | 5.53 | US Fund High Yield Bond | 0.61 || BNY Mellon High Yield - I | DLHRX | 8.17 | 9.55 | 4.04 | 5.53 | US Fund High Yield Bond | 0.70 || Aristotle Strategic Income I | PLSRX | 7.40 | 8.20 | 3.46 | 5.53 | US Fund Multisector Bond | 0.59 || Principal Capital Securities S | PCSFX | 8.95 | 9.28 | 3.72 | 5.49 | US Fund Preferred Stock | 0.00 || PGIM Short Duration High Yield Income Z | HYSZX | 7.80 | 8.68 | 5.11 | 5.47 | US Fund High Yield Bond | 0.75 || Federated Hermes Sust High Yield Bond A | FHIIX | 8.00 | 8.83 | 3.56 | 5.47 | US Fund High Yield Bond | 0.89 || Hartford Low Duration High Inc Y | HFHYX | 7.57 | 8.82 | 5.17 | 5.46 | US Fund High Yield Bond | 0.75 || AB High Income A | AGDAX | 8.04 | 10.30 | 4.42 | 5.45 | US Fund High Yield Bond | 0.86 || Neuberger Berman High Income Bond Inv* | NHINX | 8.36 | 9.12 | 3.66 | 5.42 | US Fund High Yield Bond | 0.88 || Lord Abbett High Yield A | LHYAX | 7.40 | 8.74 | 3.32 | 5.37 | US Fund High Yield Bond | 0.92 || Nuveen Preferred Secs & Inc I | NPSRX | 11.16 | 8.95 | 4.21 | 5.35 | US Fund Preferred Stock | 0.75 || Janus Henderson High-Yield D* | JNHYX | 9.11 | 9.72 | 3.52 | 5.35 | US Fund High Yield Bond | 0.75 || Goldman Sachs High Yield Instl | GSHIX | 8.50 | 9.23 | 3.48 | 5.33 | US Fund High Yield Bond | 0.68 || Segall Bryant & Hamill Qua Hi Yld Retail | WTLTX | 7.97 | 8.52 | 3.53 | 5.31 | US Fund High Yield Bond | 0.85 || Columbia High Yield Bond A | INEAX | 8.51 | 9.11 | 3.83 | 5.30 | US Fund High Yield Bond | 0.97 || Nuveen Flexible Income I | NWQIX | 11.22 | 8.68 | 3.05 | 5.30 | US Fund Multisector Bond | 0.71 || Hartford Strategic Income I | HSNIX | 9.58 | 9.17 | 2.60 | 5.29 | US Fund Multisector Bond | 0.63 || First Trust Preferred Sec & Inc I | FPEIX | 9.46 | 8.72 | 3.55 | 5.26 | US Fund Preferred Stock | 1.07 || MFS High Income A | MHITX | 8.69 | 9.13 | 3.71 | 5.25 | US Fund High Yield Bond | 0.86 || Loomis Sayles High Income A | NEFHX | 8.88 | 9.16 | 2.93 | 5.23 | US Fund High Yield Bond | 0.95 || PIMCO Low Duration Income Instl | PFIIX | 9.81 | 8.20 | 4.39 | 5.21 | US Fund Short-Term Bond | 0.53 || Impax High Yield Bond Investor | PAXHX | 8.72 | 8.61 | 2.81 | 5.19 | US Fund High Yield Bond | 0.93 || Morgan Stanley Pathway Hi Yld | THYUX | 7.32 | 9.11 | 3.61 | 5.12 | US Fund High Yield Bond | 0.82 || Eaton Vance High Income Opportunities C | ECHIX | 7.30 | 8.23 | 4.40 | 5.12 | US Fund High Yield Bond | 1.63 || PIMCO Income Instl | PIMIX | 11.04 | 8.57 | 3.89 | 5.09 | US Fund Multisector Bond | 0.50 || Touchstone High Yield A | THYAX | 7.58 | 8.80 | 3.70 | 5.09 | US Fund High Yield Bond | 1.04 || Voya High Yield Bond A | IHYAX | 8.00 | 8.88 | 3.31 | 5.08 | US Fund High Yield Bond | 1.01 || American Century High-Yield Inv | ABHIX | 8.60 | 8.36 | 3.22 | 5.07 | US Fund High Yield Bond | 0.77 || Destra Flaherty & Crumrine Pref & Inc I | DPIIX | 8.18 | 8.95 | 3.27 | 5.07 | US Fund Preferred Stock | 1.21 || Calvert High Yield Bond I | CYBIX | 7.99 | 8.72 | 3.51 | 5.06 | US Fund High Yield Bond | 0.76 || Thrivent High Yield A | LBHYX | 8.42 | 8.81 | 3.74 | 5.01 | US Fund High Yield Bond | 0.81 || Allspring High Yield Bond A | EKHAX | 7.54 | 8.97 | 3.34 | 4.99 | US Fund High Yield Bond | 0.89 || North Square Strategic Income I | ADVNX | 11.20 | 8.62 | 4.32 | 4.98 | US Fund Multisector Bond | 0.74 || Fidelity Short Duration High Income | FSAHX | 7.71 | 8.71 | 4.52 | 4.97 | US Fund High Yield Bond | 0.73 || Fidelity Focused High Income | FHIFX | 8.88 | 8.37 | 3.17 | 4.97 | US Fund High Yield Bond | 0.75 || Carillon Chartwell Real Income I | BERIX | 13.22 | 9.36 | 4.76 | 4.94 | US Fund Inflation-Protected Bond | 0.64 || Russell Inv Opportunistic Credit Y | RGCYX | 8.69 | 9.07 | 3.38 | 4.88 | US Fund Multisector Bond | 0.65 || Cohen & Steers Preferred Sec & Inc I | CPXIX | 8.44 | 8.38 | 2.89 | 4.87 | US Fund Preferred Stock | 0.85 || Lord Abbett Bond-Debenture A | LBNDX | 8.39 | 7.34 | 2.20 | 4.85 | US Fund Multisector Bond | 0.79 || PIMCO Diversified Inc Instl | PDIIX | 10.50 | 9.06 | 2.34 | 4.84 | US Fund Multisector Bond | 0.75 || Columbia Income Opportunities A | AIOAX | 8.24 | 8.51 | 3.63 | 4.81 | US Fund High Yield Bond | 0.96 || Western Asset SMASh Series C | LMLCX | 12.47 | 7.50 | 4.03 | 4.80 | US Fund Miscellaneous Fixed Income | 0.00 || Janus Henderson Multi-Sector Income I | JMUIX | 9.59 | 8.95 | 3.29 | 4.79 | US Fund Multisector Bond | 0.65 || Guggenheim Macro Opportunities Instl | GIOIX | 7.59 | 8.32 | 3.60 | 4.78 | US Fund Nontraditional Bond | 0.92 || Lazard US High Yield Portfolio Instl | LZHYX | 10.43 | 8.77 | 3.54 | 4.76 | US Fund High Yield Bond | 0.55 || PIMCO Fixed Income SHares M | FXIMX | 10.51 | 8.51 | 1.96 | 4.74 | US Fund Miscellaneous Fixed Income | 0.14 || Eaton Vance Glbl Macr Absolute Return I | EIGMX | 12.41 | 9.34 | 5.86 | 4.72 | US Fund Nontraditional Bond | 1.25 || PIMCO Credit Opportunities Bond Instl | PCARX | 7.90 | 7.91 | 4.27 | 4.72 | US Fund Nontraditional Bond | 0.60 || BlackRock Allc Trgt Sctzd TR | BATAX | 7.35 | 8.13 | 4.27 | 4.71 | US Fund Miscellaneous Fixed Income | 0.01 || Thornburg Strategic Income I | TSIIX | 7.56 | 6.66 | 3.20 | 4.71 | US Fund Multisector Bond | 0.60 || JPMorgan Income R6 | JMSFX | 7.64 | 7.52 | 3.36 | 4.68 | US Fund Multisector Bond | 0.38 || PGIM Strategic Bond Z | PUCZX | 8.44 | 7.66 | 1.71 | 4.67 | US Fund Multisector Bond | 0.62 || Nuveen Strategic Income I | FCBYX | 8.52 | 8.13 | 2.77 | 4.63 | US Fund Multisector Bond | 0.55 || Rydex High Yield Strategy H | RYHGX | 10.43 | 9.95 | 3.59 | 4.63 | US Fund High Yield Bond | 1.53 || Loomis Sayles Fixed Income | LSFIX | 9.09 | 7.56 | 2.47 | 4.56 | US Fund Multisector Bond | 0.62 || Principal Spectrum Pref&Cptl Scs IncInst | PPSIX | 7.85 | 8.03 | 3.02 | 4.54 | US Fund Preferred Stock | 0.80 || Fidelity Advisor Strategic Income M | FSIAX | 8.67 | 7.87 | 2.88 | 4.51 | US Fund Multisector Bond | 0.94 || Neuberger Berman Strategic Income I | NSTLX | 9.41 | 8.46 | 3.27 | 4.51 | US Fund Multisector Bond | 0.59 || Calvert Flexible Bond Fund Class I | CUBIX | 8.24 | 7.82 | 4.64 | 4.50 | US Fund Multisector Bond | 0.62 || Columbia Mortgage Opportunities Inst2 | CLMVX | 11.94 | 8.23 | 1.90 | 4.48 | US Fund Securitized Bond - Diversified | 0.77 || Doubleline Selective Credit I | DBSCX | 8.46 | 8.26 | 3.96 | 4.48 | US Fund Multisector Bond | 0.07 || BlackRock Income Fund Instl | BMSIX | 8.38 | 7.91 | 2.60 | 4.45 | US Fund Multisector Bond | 0.62 || Thompson Bond | THOPX | 7.97 | 8.81 | 4.79 | 4.44 | US Fund Short-Term Bond | 0.73 || Allspring Income Plus Inst | WSINX | 7.35 | 7.39 | 3.05 | 4.40 | US Fund Multisector Bond | 0.39 || Allspring Real Return A | IPBAX | 10.90 | 8.10 | 4.11 | 4.39 | US Fund Inflation-Protected Bond | 0.76 || Wavelength | WAVLX | 10.06 | 7.41 | 2.24 | 4.38 | US Fund Nontraditional Bond | 0.99 || Northeast Investors Trust | NTHEX | 10.26 | 9.32 | 6.02 | 4.38 | US Fund High Yield Bond | 1.94 || American Century Multisector Income R6 | ASIPX | 8.24 | 6.91 | 2.48 | 4.37 | US Fund Multisector Bond | 0.32 || Mercer Opportunistic Fixed Income Y3 | MOFIX | 10.39 | 8.16 | 2.02 | 4.36 | US Fund Multisector Bond | 0.43 || Eaton Vance Total Return Bond I | EIBAX | 9.13 | 6.83 | 1.81 | 4.35 | US Fund Intermediate Core-Plus Bond | 0.47 || Empower Multi-Sector Bond Investor | MXLMX | 7.98 | 6.99 | 1.83 | 4.35 | US Fund Multisector Bond | 0.90 || Cohen & Steers Low Duration Pref & Inc I | LPXIX | 7.61 | 7.78 | 3.81 | 4.33 | US Fund Preferred Stock | 0.60 || Carillon Reams Unconstrained Bond I | SUBFX | 10.61 | 7.75 | 3.50 | 4.30 | US Fund Nontraditional Bond | 0.58 || Virtus Newfleet Multi-Sect Intrmdt Bd A | NAMFX | 7.80 | 7.37 | 2.59 | 4.30 | US Fund Multisector Bond | 0.99 || Federated Hermes Corporate Bond Strategy | FCSPX | 7.80 | 6.68 | 0.44 | 4.28 | US Fund Corporate Bond | 0.00 || City National Rochdale Fxd Inc Opps N | RIMOX | 8.07 | 8.86 | 3.35 | 4.27 | US Fund High Yield Bond | 1.20 || Touchstone Strategic Income Fund Class A | TQPAX | 9.36 | 8.32 | 2.75 | 4.23 | US Fund Multisector Bond | 1.00 || RiverNorth Doubleline Strategic Inc I | RNSIX | 7.58 | 8.01 | 2.66 | 4.21 | US Fund Multisector Bond | 0.93 || Voya Securitized Credit I | VCFIX | 7.81 | 8.54 | 4.28 | 4.21 | US Fund Securitized Bond - Diversified | 0.68 || Morgan Stanley Inst Corporate Bond I | MPFDX | 7.75 | 6.78 | -0.01 | 4.20 | US Fund Corporate Bond | 0.65 || Loomis Sayles Strategic Alpha Y | LASYX | 8.58 | 8.26 | 3.42 | 4.17 | US Fund Nontraditional Bond | 0.74 || Eaton Vance Strategic Income Class C | ECSIX | 11.32 | 8.09 | 4.22 | 4.13 | US Fund Multisector Bond | 2.20 || Transamerica Strategic Income I | TUNIX | 7.96 | 6.73 | 3.07 | 4.10 | US Fund Multisector Bond | 0.67 || PIMCO Dynamic Bond Instl | PFIUX | 9.27 | 7.91 | 3.25 | 4.06 | US Fund Nontraditional Bond | 0.79 || PIMCO Low Duration Opportunities Instl | PUTIX | 8.10 | 7.13 | 3.02 | 4.05 | US Fund Short-Term Bond | 0.57 || NYLI MacKay Strategic Bond Class A | MASAX | 8.11 | 7.97 | 3.41 | 4.04 | US Fund Multisector Bond | 0.98 || T. Rowe Price Spectrum Income | RPSIX | 7.83 | 6.56 | 2.11 | 4.00 | US Fund Multisector Bond | 0.61 || Western Asset Income A | SDSAX | 7.95 | 7.74 | 2.25 | 3.95 | US Fund Multisector Bond | 0.94 || Loomis Sayles Income Instl | LSBDX | 9.14 | 7.96 | 2.59 | 3.92 | US Fund Multisector Bond | 0.66 || Shelton Tactical Credit Institutional | DEBIX | 8.55 | 6.72 | 3.83 | 3.89 | US Fund Nontraditional Bond | 0.99 || BlackRock Strategic Income Opps Instl | BSIIX | 8.60 | 7.04 | 3.17 | 3.85 | US Fund Nontraditional Bond | 0.70 || PIMCO Fixed Income SHares R | FXIRX | 11.07 | 5.42 | 0.76 | 3.84 | US Fund Miscellaneous Fixed Income | 4.30 || Loomis Sayles Strategic Income A | NEFZX | 10.27 | 8.40 | 2.90 | 3.83 | US Fund Multisector Bond | 0.93 || Weitz Core Plus Income Institutional | WCPBX | 7.49 | 5.96 | 1.75 | 3.82 | US Fund Intermediate Core-Plus Bond | 0.45 || Leader Short Term High Yield Bond Inv | LCCMX | 9.66 | 14.30 | 5.43 | 3.82 | US Fund High Yield Bond | n.a. || PIMCO Mortgage Opportunities and BdInstl | PMZIX | 8.52 | 7.04 | 3.12 | 3.80 | US Fund Securitized Bond - Diversified | 1.68 || Victory Pioneer Strategic Income A | PSRAX | 10.26 | 7.53 | 1.99 | 3.79 | US Fund Multisector Bond | 1.02 || Columbia Select Corporate Income Inst | SRINX | 7.33 | 6.53 | 0.32 | 3.77 | US Fund Corporate Bond | 0.61 || Goldman Sachs Dynamic Bond Instl | GSZIX | 9.76 | 9.07 | 4.39 | 3.73 | US Fund Nontraditional Bond | 0.73 || AB Corporate Income | ACISX | 8.43 | 6.91 |
2026年最優秀ミューチュアルファンド賞: 最優秀米国課税債券ファンド
投資ポートフォリオや退職口座のためにミューチュアルファンドを評価している場合、こちらのリストは、過去1年、3年、5年、10年の期間で各ファンドがブルームバーグ米国総合債券指数を上回った実績に基づき、今検討すべき最良の米国課税債券ファンド（米国課税対象）をハイライトしています。これは短期・長期の両方でのアウトパフォーマンスを示しています。
米国課税債券ファンドは、連邦、州、場合によっては地方レベルで課税対象となる収入を分配する固定収入ファンドです。
詳細については、ベンチマークを上回るリターンを実現している最良のミューチュアルファンドの仕組みや、債券ファンド、多様化株式ファンド、ブレンドファンド、インデックスファンドを含む全カテゴリーの2026年最優秀ファンド一覧をご覧ください。
すべてのリターンは2025年12月31日時点のものです。
最優秀米国課税債券ファンド