Calvert Short Duration Income Fund Class R6 (CDSRX) Alternatives
Calvert Short Duration Income Fund Class R6 (CDSRX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CDSRX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CDSRX
CDSRX charges 0.45% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among CDSRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | CDSRX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | CDSRX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | CDSRX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | CDSRX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | CDSRX vs VBISX |
Best Risk-Adjusted Alternatives to CDSRX
Among mutual funds in the Short-Term Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | CDSRX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | CDSRX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | CDSRX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | CDSRX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | CDSRX vs DBLSX |
Top Performing CDSRX Alternatives (YTD)
CDSRX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | CDSRX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | CDSRX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | CDSRX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | CDSRX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | CDSRX vs DHEIX |
Lowest Volatility Alternatives to CDSRX
CDSRX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | CDSRX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | CDSRX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | CDSRX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | CDSRX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | CDSRX vs DHEAX |
Lowest Drawdown Alternatives to CDSRX
CDSRX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | CDSRX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | CDSRX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | CDSRX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | CDSRX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | CDSRX vs STBFX |
Other Mutual Funds from Calvert Research and Management
Most popular Calvert Research and Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 39 | -7.68% | Jun 30, 2000 | CDSRX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CDSRX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CDSRX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CDSRX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CDSRX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CDSRX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CDSRX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CDSRX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CDSRX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CDSRX vs CFICX |
Often Compared With CDSRX
What investors most often compare with CDSRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Short Duration Tax-Exempt Bond ETF | Municipal Bonds | 90 | 0.30% | Nov 21, 2024 | CDSRX vs VSDM | |
| PGIM Ultra Short Bond ETF | Ultrashort Bond | 99 | 0.89% | Apr 5, 2018 | CDSRX vs PULS | |
| Fidelity Intermediate Bond Fund | Total Bond Market | 80 | -0.49% | May 23, 1975 | CDSRX vs FTHRX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 96 | -0.26% | Dec 23, 2013 | CDSRX vs SDMZX | |
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | CDSRX vs PIMIX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 90 | 0.61% | Nov 17, 2003 | CDSRX vs SNSAX |
Compare CDSRX with Any Fund or Stock
Compare CDSRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.