Calvert Green Bond Fund (CGBIX) Alternatives
Calvert Green Bond Fund (CGBIX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CGBIX. 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 CGBIX
CGBIX charges 0.48% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among CGBIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | CGBIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | CGBIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | CGBIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | CGBIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | CGBIX vs BCOIX |
Best Risk-Adjusted Alternatives to CGBIX
Among mutual funds in the Intermediate Core-Plus 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | CGBIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | CGBIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 93 | Jul 30, 2010 | CGBIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | CGBIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | 74 | Jun 29, 2018 | CGBIX vs MWIGX |
Top Performing CGBIX Alternatives (YTD)
CGBIX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.93% | Apr 28, 2021 | CGBIX vs NPCT | |
| Putnam Mortgage Securities Fund | 1.26% | Feb 8, 1984 | CGBIX vs PGSIX | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | CGBIX vs GUGAX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | CGBIX vs HOBIX | |
| Western Asset SMASh Series M Fund | 0.56% | Dec 27, 2006 | CGBIX vs LMSMX |
Lowest Volatility Alternatives to CGBIX
CGBIX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | CGBIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | CGBIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | CGBIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.08% | Jul 6, 2016 | CGBIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | CGBIX vs TGRNX |
Lowest Drawdown Alternatives to CGBIX
CGBIX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | CGBIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | CGBIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | CGBIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | CGBIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | CGBIX vs MWIGX |
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 | 52 | -4.89% | Jun 30, 2000 | CGBIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -9.53% | Aug 24, 1987 | CGBIX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 44 | -6.56% | Jun 19, 2015 | CGBIX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 50 | 0.50% | Jun 19, 2015 | CGBIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 2.82% | Oct 30, 2012 | CGBIX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 82 | 1.56% | Oct 30, 2015 | CGBIX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 84 | -1.51% | Jul 9, 2001 | CGBIX vs CYBIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.41% | Oct 31, 2006 | CGBIX vs CULAX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 28 | -1.80% | Apr 28, 2022 | CGBIX vs CRFIX | |
| Calvert Income Fund | Corporate Bonds | 73 | -0.73% | Oct 12, 1982 | CGBIX vs CFICX |
Often Compared With CGBIX
What investors most often compare with CGBIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 43 | 12.17% | Oct 20, 2011 | CGBIX vs SCHD | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 19 | -0.45% | Jan 5, 2004 | CGBIX vs AAIIX |
Compare CGBIX with Any Fund or Stock
Compare CGBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.