Catholic Responsible Investments Short Duration Bond Fund (CRDSX) 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 CRDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CRDSX
CRDSX charges 0.35% annually. There are 29 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 | CRDSX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | CRDSX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | CRDSX vs FUMBX | |
| Eaton Vance Limited Duration Income Fund | 0.04% | — | May 2003 | CRDSX vs EVV | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | CRDSX vs VBIRX |
Best Risk-Adjusted Alternatives to CRDSX
CRDSX has a PortfoliosLab risk / return rank of 92. There are 22 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 | CRDSX vs DFCFX | |
| Evolve Premium Cash Management ETF | 100 | — | May 2023 | CRDSX vs MCAD.TO | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | CRDSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | CRDSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | CRDSX vs DHEAX |
Top Performing CRDSX Alternatives (YTD)
CRDSX is at 0.98% YTD. There are 44 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 23.07%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Investment-Grade Fund Investor... | 23.07% | — | Oct 1982 | CRDSX vs VSMIX | |
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | CRDSX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | CRDSX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.40% | — | Jul 2016 | CRDSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 2.33% | — | Jul 2016 | CRDSX vs DHEAX |
Lowest Volatility Alternatives to CRDSX
CRDSX has 1.44% 1-year volatility. There are 20 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Evolve Premium Cash Management ETF | 0.40% | — | May 2023 | CRDSX vs MCAD.TO | |
| DFA Two-Year Fixed Income Portfolio | 0.73% | — | Jun 1996 | CRDSX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | CRDSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | CRDSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | CRDSX vs DHEAX |
Lowest Drawdown Alternatives to CRDSX
CRDSX has a 1-year max drawdown of -0.92%. There are 20 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.16%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Evolve Premium Cash Management ETF | -0.16% | — | May 2023 | CRDSX vs MCAD.TO | |
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | CRDSX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | CRDSX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | CRDSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | CRDSX vs DHEIX |
Other Mutual Funds from Catholic Responsible Investments Funds
The 10 most viewed Catholic Responsible Investments Funds mutual funds shown here include CRQSX, CMPVX, CMNVX and span 7 categories.
Often Compared With CRDSX
Investors most often compare CRDSX with TSDLX, TNSHX, SWSBX. These 8 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 92 | 1.24% | — | Dec 2020 | CRDSX vs TSDLX | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 74 | 0.52% | — | Aug 2015 | CRDSX vs TNSHX | |
| Schwab Short-Term Bond Index Fund | Short-Term Bond, Government Bonds | 36 | 0.05% | — | Feb 2017 | CRDSX vs SWSBX | |
| DFA Short-Term Extended Quality Portfolio | Short-Term Bond | 97 | 1.61% | — | Mar 2009 | CRDSX vs DFEQX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 98 | 1.66% | — | Mar 2017 | CRDSX vs DLDFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 94 | 2.23% | — | Nov 2003 | CRDSX vs SNSAX | |
| Holbrook Income Fund | Short-Term Bond | 96 | 1.98% | — | Jul 2016 | CRDSX vs HOBEX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 98 | 2.11% | — | Sep 2015 | CRDSX vs BATAX |
Compare CRDSX with Any Fund or Stock
Compare CRDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CRDSX with funds that move differently
Catholic Responsible Investments Short Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CRDSX.
Explore CRDSX Diversifiers