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 a closer substitute for your current allocation.
Cheapest Alternatives to CDSRX
CDSRX charges 0.45% annually. There are 38 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | CDSRX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | CDSRX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | CDSRX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | CDSRX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | CDSRX vs TNSHX |
Best Risk-Adjusted Alternatives to CDSRX
CDSRX has a PortfoliosLab risk / return rank of 78. There are 68 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | CDSRX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | CDSRX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | CDSRX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | CDSRX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | CDSRX vs DFAIX |
Top Performing CDSRX Alternatives (YTD)
CDSRX is at 0.88% YTD. There are 63 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.16% | — | Apr 2011 | CDSRX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.03% | — | Jul 2005 | CDSRX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | CDSRX vs DFAIX | |
| Holbrook Income Fund | 2.30% | — | Jul 2016 | CDSRX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | 2.22% | — | Sep 2015 | CDSRX vs BATAX |
Lowest Volatility Alternatives to CDSRX
CDSRX has 2.09% 1-year volatility. There are 78 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.69% | — | Jun 1996 | CDSRX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | CDSRX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | CDSRX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.10% | — | Mar 2009 | CDSRX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | CDSRX vs DHEAX |
Lowest Drawdown Alternatives to CDSRX
CDSRX has a 1-year max drawdown of -1.56%. There are 95 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | CDSRX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | CDSRX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | CDSRX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | CDSRX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | CDSRX vs DHEIX |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CSIEX, CGJIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 63 | 12.89% | — | Jun 2000 | CDSRX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -7.52% | — | Aug 1987 | CDSRX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 37 | 9.99% | — | Jun 2015 | CDSRX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 64 | 18.85% | — | Oct 2015 | CDSRX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.66% | — | Oct 2006 | CDSRX vs CULAX | |
| Calvert Global Energy Solutions Fund | Global Equities | 59 | 14.09% | — | May 2007 | CDSRX vs CAEIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 87 | 22.04% | — | Jun 2015 | CDSRX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 80 | 28.02% | — | Oct 2012 | CDSRX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 27 | 0.18% | — | Oct 1982 | CDSRX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 53 | 0.97% | — | Jul 2001 | CDSRX vs CYBIX |
Often Compared With CDSRX
Investors most often compare CDSRX with VSDM, DLDFX, PULS. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CDSRX with Any Fund or Stock
Compare CDSRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CDSRX with funds that move differently
Calvert Short Duration Income Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CDSRX.
Explore CDSRX Diversifiers