Best Fixed Income funds

Ranking of the top 20 Fixed Income funds by composite score (risk-adjusted return). Updated 16/07/2026.

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ℹ️ Methodology: period and indicators

All indicators are computed over the last 1.0 years (380 trading days), with daily data. The risk-free rate used is 2.0%.

Score formula (risk-adjusted return):

0.25·R² + 0.15·Sortino* + 0.2·DD* + 0.2·CAGR_excess* + 0.1·Volatility_inv* + 0.1·Ulcer_inv*

* Components normalized to the analyzed set of funds (best in set = 1, worst = 0). The drawdown term is 1 − (MaxDD / 25.0%)3, clamped to [0,1]. Volatility and Ulcer are inverted (less = better).

A higher score means better relative behavior within the analyzed set, not an investment recommendation.

🏆 Ranking

#ISINNameScoreTotal Ret.Annual Ret.VolatilitySharpeSortinoMax DrawdownRet./MaxDDCalmar
1IE00BD2B9710Twelve Capital UCITS ICAV - Twelve Cat Bond Fund P EUR Hedged Acc0.7820.8778.40%8.10%1.01%6.0724.250.02%378.05364.80
2IE00B3Q8M574GAM Star Fund plc - GAM Swiss Re Cat Bond Class Ordinary EUR Accumulation Hedged0.7480.9329.06%8.69%1.41%4.7616.490.20%45.2643.43
3LU2262944817Sissener SICAV - Sissener Corporate Bond Fund R EUR0.7130.9627.79%7.47%1.39%3.949.940.38%20.6519.82
4LU0840158819STORM BOND FUND RC EUR ACC0.6970.9825.46%5.24%0.64%5.096.990.21%26.1125.07
5IE0006SZI3X0EMER MKT CORP CREDIT ALTER0.6930.9749.86%9.49%1.32%5.665.600.85%11.6511.21
6LU0501220429GBL EVOL FRONTIER MKT R AC EUR0.6790.96114.06%13.47%3.17%3.623.762.40%5.855.61
7LU0697197597GLOBAL EVOLUTION FRONTIER MAR0.6750.95613.28%12.74%3.17%3.393.542.48%5.355.13
8LU2495143062Fidelity Funds - Structured Credit Income Fund A-ACC-Euro0.6740.9794.96%4.77%1.09%2.533.840.72%6.906.62
9LU0034353002DWS Floating Rate Notes LC0.6720.9952.64%2.54%0.17%3.083.150.03%82.0978.87
10FR001400CFA4Ostrum SRI Credit Ultra Short Plus R/C (EUR)0.6720.9972.71%2.60%0.18%3.403.050.04%75.5872.60
11LU1706559744BlackRock Strategic Funds - Emerging Markets Short Duration Bond Fund A2 USD0.6710.95916.75%16.05%5.76%2.442.592.37%7.056.76
12LU0057132697Morgan Stanley Investment Funds - Emerging Markets Debt Fund I0.6700.95717.16%16.44%5.83%2.482.552.67%6.426.15
13LU0080237943DWS Euro Ultra Short Fixed Inc NC0.6700.9952.61%2.51%0.18%2.862.760.05%55.2053.03
14LU1786037017BlackRock Strategic Funds - Fondo de bonos a corto plazo de mercados emergentes E2 EUR0.6680.95715.97%15.30%5.70%2.332.512.20%7.276.96
15LU0029761706UBAM - Dynamic Euro Bond AC EUR0.6680.9922.55%2.45%0.18%2.502.600.07%36.6235.28
16LU0352158918UBAM - Dynamic US Dollar Bond AHC EUR0.6650.9892.69%2.60%0.28%2.142.310.15%17.4016.76
17LU1608101579Pareto Nordic Corporate Bond A EUR0.6650.9805.27%5.06%1.25%2.452.310.55%9.529.14
18LU0458985982CS LUX AGNLA GLB CNV B ACC USD0.6640.94520.09%19.24%7.38%2.342.174.04%4.974.76
19LU2023199552NORDIC CROSS CREDIT A ACC EURH0.6610.9743.67%3.53%0.64%2.392.080.36%10.109.70
20FR0013426673GLOBAL TARGET 2026 CN ACC EUR0.6600.9792.94%2.83%0.43%1.941.860.36%8.107.78

📊 Compared evolution (base 100)

❓ Frequently asked questions

How is the fund ranking calculated?

Each fund gets a composite score from 0 to 1 that combines risk-adjusted return (excess CAGR and Sortino), curve stability (R² and inverted volatility) and drawdown control (a non-linear penalty plus the Ulcer Index). Funds are then ordered by that score.

What does the score mean for Fixed Income funds?

A higher score means better relative behavior within the analyzed set: more stable growth and smaller drawdowns for the return achieved. It is a comparison tool, not an investment recommendation.

How often is the data updated?

The ranking is recomputed from daily NAV data each time the site is regenerated. This page was last updated on 16/07/2026.

Is this investment advice?

No. All content is educational and based on historical data. Past performance does not guarantee future results. Consult a licensed advisor before investing.