Calvert Short Duration Income Fund (CSDAX) 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 CSDAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSDAX
CSDAX charges 0.76% annually. There are 106 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 | CSDAX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | CSDAX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | CSDAX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | CSDAX vs VBIRX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | CSDAX vs VSCSX |
Best Risk-Adjusted Alternatives to CSDAX
CSDAX has a PortfoliosLab risk / return rank of 60. There are 92 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 | CSDAX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | CSDAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | CSDAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | CSDAX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | CSDAX vs DLDFX |
Top Performing CSDAX Alternatives (YTD)
CSDAX is at 0.46% YTD. There are 96 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | CSDAX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | CSDAX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.40% | — | Jul 2016 | CSDAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 2.33% | — | Jul 2016 | CSDAX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 2.29% | — | Nov 2013 | CSDAX vs DFAIX |
Lowest Volatility Alternatives to CSDAX
CSDAX has 2.03% 1-year volatility. There are 73 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.73% | — | Jun 1996 | CSDAX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | CSDAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | CSDAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | CSDAX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | CSDAX vs DFEQX |
Lowest Drawdown Alternatives to CSDAX
CSDAX has a 1-year max drawdown of -1.51%. There are 90 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | CSDAX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | CSDAX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | CSDAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | CSDAX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | CSDAX vs DHEIX |
Other Mutual Funds from Calvert
The 10 most viewed Calvert mutual funds shown here include CISIX, CSIEX, CAEIX 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 | 62 | 11.89% | — | Jun 2000 | CSDAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 2 | -4.70% | — | Aug 1987 | CSDAX vs CSIEX | |
| Calvert Global Energy Solutions Fund | Global Equities | 44 | 11.37% | — | May 2007 | CSDAX vs CAEIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 17.06% | — | Oct 2015 | CSDAX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 30 | 8.07% | — | Jun 2015 | CSDAX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | CSDAX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 94 | 22.97% | — | Jun 2015 | CSDAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Equities | 68 | 22.37% | — | Oct 2012 | CSDAX vs CVMIX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 53 | 10.19% | — | Jun 2005 | CSDAX vs CAAAX | |
| Calvert Income Fund | Corporate Bonds | 18 | -0.74% | — | Oct 1982 | CSDAX vs CFICX |
Often Compared With CSDAX
Investors most often compare CSDAX with THOPX, VFSUX, CYBIX. These 16 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CSDAX with Any Fund or Stock
Compare CSDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSDAX with funds that move differently
Calvert Short Duration Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSDAX.
Explore CSDAX Diversifiers