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 a closer substitute for your current allocation.
Cheapest Alternatives to CLDAX
CLDAX charges 0.74% annually. There are 92 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | CLDAX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | CLDAX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | CLDAX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | CLDAX vs QDVBX | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 | CLDAX vs WFBIX |
Best Risk-Adjusted Alternatives to CLDAX
CLDAX has a PortfoliosLab risk / return rank of 20. There are 87 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 76.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 76 | — | Mar 2006 | CLDAX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 68 | — | Aug 1995 | CLDAX vs PCGTX | |
| Hartford Schroders Tax-Aware Bond Fund | 65 | — | Oct 2011 | CLDAX vs STWTX | |
| Manning & Napier Credit Series | 56 | — | Apr 2020 | CLDAX vs MCDWX | |
| Fidelity SAI Investment Grade Securitized Fund | 48 | — | May 2023 | CLDAX vs FSMOX |
Top Performing CLDAX Alternatives (YTD)
CLDAX is at -0.27% YTD. There are 92 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 3.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 3.01% | — | Aug 1995 | CLDAX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 1.46% | — | Mar 2006 | CLDAX vs LSSAX | |
| Hartford Schroders Tax-Aware Bond Fund | 1.08% | — | Oct 2011 | CLDAX vs STWTX | |
| DFA Diversified Fixed Income Portfolio | 0.88% | — | Aug 2016 | CLDAX vs DFXIX | |
| Fidelity SAI Investment Grade Securitized Fund | 0.86% | — | May 2023 | CLDAX vs FSMOX |
Lowest Volatility Alternatives to CLDAX
CLDAX has 3.89% 1-year volatility. There are 57 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Education Income Fund | 2.48% | — | Mar 2021 | CLDAX vs FEDUX | |
| Baird Intermediate Bond Fund | 2.50% | — | Sep 2000 | CLDAX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | 2.52% | — | Sep 2000 | CLDAX vs BIMIX | |
| DFA Diversified Fixed Income Portfolio | 2.63% | — | Aug 2016 | CLDAX vs DFXIX | |
| Johnson Institutional Intermediate Bond Fund | 2.74% | — | Aug 2000 | CLDAX vs JIBEX |
Lowest Drawdown Alternatives to CLDAX
CLDAX has a 1-year max drawdown of -3.24%. There are 89 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | CLDAX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | CLDAX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | CLDAX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.07% | — | Sep 2000 | CLDAX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | CLDAX vs FTHRX |
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 | 66 | 12.71% | — | Jun 2000 | CLDAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 2 | -6.75% | — | Aug 1987 | CLDAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 36 | 9.67% | — | Jun 2015 | CLDAX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 68 | 18.30% | — | Oct 2015 | CLDAX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.66% | — | Oct 2006 | CLDAX vs CULAX | |
| Calvert Global Energy Solutions Fund | Global Equities | 59 | 13.66% | — | May 2007 | CLDAX vs CAEIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 90 | 21.78% | — | Jun 2015 | CLDAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 73 | 25.54% | — | Oct 2012 | CLDAX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 34 | 0.25% | — | Oct 1982 | CLDAX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 56 | 0.93% | — | Jul 2001 | CLDAX vs CYBIX |
Often Compared With CLDAX
Investors most often compare CLDAX with FGMNX, ETH-USD, FUAMX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CLDAX with Any Fund or Stock
Compare CLDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CLDAX with funds that move differently
Calvert Core Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CLDAX.
Explore CLDAX Diversifiers