Our Privacy Statment & Cookie Policy

All LSEG websites use cookies to improve your online experience. They were placed on your computer when you launched this website. You can change your cookie settings through your browser.

October 4, 2018

Bond Funds Post a Quarterly Increase for the First Time in 2018

by Pat Keon, CFA.

 

Fixed income funds posted a positive return of 0.38% on average for Q3 2018 after being underwater for Q2 (-0.25%) and Q1 (-0.56%). The general domestic taxable fixed income funds macro-group recorded the largest increase (+1.31%) for the quarter among Lipper’s fixed income fund macro-groups. Investors appeared to have an increased appetite for risk; this group was pushed higher by two peer groups that invest primarily in below-investment-grade debt: High Yield Funds (+2.10%) and Loan Participation Funds (+1.66%). Also contributing to the overall increase for the quarter were the investment-grade corporate debt funds (+0.40%), while the government/Treasury fund (-0.20%), municipal debt fund (-0.14%), and world income fund (-0.07%) groups were all in the red. At the peer group level exactly half of Lipper’s fixed income fund classifications (24 of 48) recorded increases for the quarter, led by the aforementioned High Yield Funds group.

Click here or the Download Full Report link in the upper right hand column of this page to download the Third Quarter 2018 FundMarket Insight Report: Bond Funds Post a Quarterly Increase for the First Time in 2018.

 

Get In Touch

Subscribe

Related Reports

Literally every week there is at least one article or press release on the growth or ...

General Overview February 2024 was another month with healthy inflows for the global ETF ...

February 2024 was another month with healthy inflows for the European ETF industry. These ...

When the European ETF industry started back in the year 2000, ETFs were mainly launched ...

We have updated our Privacy Statement. Before you continue, please read our new Privacy Statement and familiarize yourself with the terms.x