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 103 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 | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | CSDAX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | CSDAX vs TNSHX |
Best Risk-Adjusted Alternatives to CSDAX
CSDAX has a PortfoliosLab risk / return rank of 60. There are 81 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 | |
|---|---|---|---|---|---|
| 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 | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | CSDAX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 97 | — | Sep 2015 | CSDAX vs BATAX |
Top Performing CSDAX Alternatives (YTD)
CSDAX is at 0.36% YTD. There are 89 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.20%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.20% | — | Apr 2011 | CSDAX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.01% | — | Jul 2005 | CSDAX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | CSDAX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | CSDAX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | CSDAX vs DHEIX |
Lowest Volatility Alternatives to CSDAX
CSDAX has 2.06% 1-year volatility. There are 70 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.80% | — | 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 | 1.13% | — | Mar 2009 | CSDAX vs DFEQX | |
| DoubleLine Low Duration Bond Fund Class N | 1.19% | — | Sep 2011 | CSDAX vs DLSNX |
Lowest Drawdown Alternatives to CSDAX
CSDAX has a 1-year max drawdown of -1.51%. There are 87 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | CSDAX vs HOBEX |
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 | 68 | 12.08% | — | Jun 2000 | CSDAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -12.17% | — | Aug 1987 | CSDAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 45 | 9.65% | — | Jun 2015 | CSDAX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 21.89% | — | Oct 2015 | CSDAX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.24% | — | Oct 2006 | CSDAX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 86 | 19.71% | — | Jun 2015 | CSDAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 35.32% | — | Oct 2012 | CSDAX vs CVMIX | |
| Calvert Global Energy Solutions Fund | Global Equities | 82 | 18.53% | — | May 2007 | CSDAX vs CAEIX | |
| Calvert Income Fund | Corporate Bonds | 28 | 0.19% | — | Oct 1982 | CSDAX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 47 | 0.48% | — | Jul 2001 | CSDAX vs CYBIX |
Often Compared With CSDAX
Investors most often compare CSDAX with THOPX, VFSUX, FTHRX. These 12 comparison targets span 5 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