Catholic Responsible Investments Opportunistic Bond Fund (CROVX) 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 CROVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CROVX
CROVX charges 0.56% annually. There are 72 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 | CROVX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | CROVX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | CROVX vs FUMBX | |
| Eaton Vance Limited Duration Income Fund | 0.04% | — | May 2003 | CROVX vs EVV | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | CROVX vs SWSBX |
Best Risk-Adjusted Alternatives to CROVX
CROVX has a PortfoliosLab risk / return rank of 94. There are 12 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Evolve Premium Cash Management ETF | 99 | — | May 2023 | CROVX vs MCAD.TO | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | CROVX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | CROVX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | CROVX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | CROVX vs DFAIX |
Top Performing CROVX Alternatives (YTD)
CROVX is at 1.21% YTD. There are 19 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 31.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Short-Term Investment-Grade Fund Investor... | 31.54% | — | Oct 1982 | CROVX vs VSMIX | |
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | CROVX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | CROVX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.29% | — | Nov 2013 | CROVX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | CROVX vs HOBEX |
Lowest Volatility Alternatives to CROVX
CROVX has 1.55% 1-year volatility. There are 27 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Evolve Premium Cash Management ETF | 0.41% | — | May 2023 | CROVX vs MCAD.TO | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | CROVX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | CROVX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | CROVX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | CROVX vs DFEQX |
Lowest Drawdown Alternatives to CROVX
CROVX has a 1-year max drawdown of -0.85%. There are 12 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 | CROVX vs MCAD.TO | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | CROVX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | CROVX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | CROVX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | CROVX 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, CMUVX and span 7 categories.
Often Compared With CROVX
Investors most often compare CROVX with DFCFX, DLDFX, TSDLX. These 5 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 68 | 1.62% | — | Jun 1996 | CROVX vs DFCFX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.72% | — | Mar 2017 | CROVX vs DLDFX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 89 | 0.69% | — | Dec 2020 | CROVX vs TSDLX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 87 | 1.66% | — | Nov 2003 | CROVX vs SNSAX | |
| TIAA-CREF Short-Term Bond Index Fund | Short-Term Bond | 68 | 0.40% | — | Aug 2015 | CROVX vs TNSHX |
Compare CROVX with Any Fund or Stock
Compare CROVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CROVX with funds that move differently
Catholic Responsible Investments Opportunistic Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CROVX.
Explore CROVX Diversifiers