Найкращі взаємні фонди 2026: Найкращі фонди американських оподатковуваних облігацій

Якщо ви оцінюєте взаємні фонди для свого інвестиційного портфеля або пенсійного рахунку, цей список підкреслює найкращі облігаційні фонди (оподатковувані у США), які варто розглянути зараз, на основі їхньої перевершення індексу Bloomberg U.S. Aggregate Bond за минулі один, три, п’ять і 10 років. Це свідчить про їхню перевагу як у короткостроковій, так і у довгостроковій перспективі.

З 818 оподатковуваних у США облігаційних фондів віком щонайменше 10 років, 287 з них, або 35%, отримали нагороди IBD Best Mutual Funds 2026. Серед цих лідерів, зафарбовані клітинки у списку нижче підкреслюють п’ять найкращих облігаційних фондів за 10-річною результативністю.

Облігаційні фонди, оподатковувані у США, — це фонди з фіксованим доходом, які розподіляють дохід, що підлягає оподаткуванню на федеральному, штатному та іноді місцевому рівнях.

Для детальнішої інформації дізнайтеся, як найкращі взаємні фонди забезпечують результати, що перевищують бенчмарк, і перегляньте повний список найкращих взаємних фондів 2026 року у всіх категоріях, включаючи облігаційні, диверсифіковані акційні, змішані та індексні фонди.

Усі показники повернення на дату 31 грудня 2025 року.

Найкращі оподатковувані у США облігаційні фонди

| Фонд | | --- | Символ | 1-річний сукупний дохід | 3-річний сукупний дохід | 5-річний сукупний дохід | 10-річний сукупний дохід | Категорія Morningstar | Річний чистий коефіцієнт витрат звітності | | --- | --- | --- | --- | --- | --- | --- | --- | Бенчмарк: Bloomberg US Agg Bond | | 7.30% | 4.66% | -0.36% | 2.01% | | | | Virtus Convertible Inst | ANNPX | 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 Instl | 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 |

• Джерела: IBD, Morningstar Direct

*Фонд закритий для нових інвесторів

Логотип і нагороди найкращих взаємних фондів 2026 року доступні для ліцензування через партнера Investor's Business Daily — The YGS Group. Детальніше та для замовлення — www.IBDlicensing.com або за телефоном 800-290-5460.

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