Calvert Short Duration Income Fund (CSDAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CSDAX
CSDAX charges 0.76% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among CSDAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | CSDAX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | CSDAX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | CSDAX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | CSDAX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | CSDAX vs VBISX |
Best Risk-Adjusted Alternatives to CSDAX
Among mutual funds in the Short-Term 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 | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | CSDAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | CSDAX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | CSDAX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | CSDAX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | CSDAX vs DBLSX |
Top Performing CSDAX Alternatives (YTD)
CSDAX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | CSDAX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | CSDAX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | CSDAX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | CSDAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | CSDAX vs DHEIX |
Lowest Volatility Alternatives to CSDAX
CSDAX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | CSDAX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | CSDAX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | CSDAX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | CSDAX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | CSDAX vs DHEAX |
Lowest Drawdown Alternatives to CSDAX
CSDAX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | CSDAX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | CSDAX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | CSDAX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | CSDAX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | CSDAX vs STBFX |
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 | CSDAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CSDAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CSDAX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CSDAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CSDAX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CSDAX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CSDAX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CSDAX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CSDAX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CSDAX vs CFICX |
Often Compared With CSDAX
What investors most often compare with CSDAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thompson Bond Fund | Short-Term Bond | 96 | 0.09% | Feb 10, 1992 | CSDAX vs THOPX | |
| Vanguard Short-Term Investment-Grade Fund Admiral ... | Total Bond Market | 93 | -0.38% | Feb 12, 2001 | CSDAX vs VFSUX | |
| Fidelity Intermediate Bond Fund | Total Bond Market | 80 | -0.49% | May 23, 1975 | CSDAX vs FTHRX |
Compare CSDAX with Any Fund or Stock
Compare CSDAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.