Calvert Core Bond Fund (CLDAX) Alternatives
Calvert Core Bond Fund (CLDAX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CLDAX. 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 CLDAX
CLDAX charges 0.74% annually. Among mutual funds in the Intermediate Core Bond category, these options have the lowest expense ratios among CLDAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | Dec 20, 2007 | CLDAX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | Sep 19, 2014 | CLDAX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | Dec 13, 2019 | CLDAX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | Dec 13, 2019 | CLDAX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | Jul 2, 1993 | CLDAX vs WFBIX |
Best Risk-Adjusted Alternatives to CLDAX
Among mutual funds in the Intermediate Core 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 | |
|---|---|---|---|---|
| T. Rowe Price New Income Fund | 89 | Aug 31, 1973 | CLDAX vs PRCIX | |
| Fidelity Education Income Fund | 88 | Mar 16, 2021 | CLDAX vs FEDUX | |
| Loomis Sayles Securitized Asset Fund | 87 | Mar 2, 2006 | CLDAX vs LSSAX | |
| Baird Intermediate Bond Fund | 84 | Sep 29, 2000 | CLDAX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 84 | Aug 10, 2016 | CLDAX vs DFXIX |
Top Performing CLDAX Alternatives (YTD)
CLDAX alternatives from the Intermediate Core Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.45% | Aug 24, 1995 | CLDAX vs PCGTX | |
| Dupree Taxable Municipal Bond Fund | 0.30% | Nov 1, 2010 | CLDAX vs DUTMX | |
| DFA Diversified Fixed Income Portfolio | 0.29% | Aug 10, 2016 | CLDAX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.29% | Mar 2, 2006 | CLDAX vs LSSAX | |
| Touchstone Impact Bond Fund | 0.09% | Nov 15, 1991 | CLDAX vs TCPYX |
Lowest Volatility Alternatives to CLDAX
CLDAX alternatives from the Intermediate Core Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Education Income Fund | 2.69% | Mar 16, 2021 | CLDAX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.79% | Sep 29, 2000 | CLDAX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.80% | Sep 29, 2000 | CLDAX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.85% | Aug 10, 2016 | CLDAX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 3.04% | Aug 31, 2000 | CLDAX vs JIBEX |
Lowest Drawdown Alternatives to CLDAX
CLDAX alternatives from the Intermediate Core Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | Aug 10, 2016 | CLDAX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | Mar 16, 2021 | CLDAX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | Sep 29, 2000 | CLDAX vs BIMSX | |
| CCM Community Impact Bond Fund | -1.98% | Aug 30, 1999 | CLDAX vs CRAIX | |
| Johnson Institutional Intermediate Bond Fund | -2.06% | Aug 31, 2000 | CLDAX vs JIBEX |
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 | CLDAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CLDAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CLDAX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CLDAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CLDAX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CLDAX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CLDAX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CLDAX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CLDAX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CLDAX vs CFICX |
Often Compared With CLDAX
What investors most often compare with CLDAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity GNMA Fund | Government Bonds | 70 | 0.27% | Nov 8, 1985 | CLDAX vs FGMNX | |
| Ethereum | 77 | -28.75% | — | CLDAX vs ETH-USD | ||
| Fidelity U.S. Bond Index Fund | Total Bond Market | 56 | -0.45% | — | CLDAX vs FXNAX | |
| Fidelity Intermediate Treasury Bond Index Fund | Government Bonds | 48 | -0.46% | — | CLDAX vs FUAMX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CLDAX vs VOO | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 57 | -0.08% | May 31, 1991 | CLDAX vs WOBDX | |
| Dodge & Cox Income Fund | Total Bond Market | 67 | -0.19% | — | CLDAX vs DODIX | |
| Fidelity SAI Investment Grade Securitized Fund | Intermediate Core Bond | 68 | -0.05% | May 17, 2023 | CLDAX vs FSMOX | |
| Columbia Bond Fund | Intermediate Core Bond | 73 | 0.03% | Jan 9, 1986 | CLDAX vs UMMGX | |
| Manning & Napier Credit Series | Intermediate Core Bond | 81 | -0.35% | Apr 15, 2020 | CLDAX vs MCDWX |
Compare CLDAX with Any Fund or Stock
Compare CLDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.