Calvert Bond Fund (CSIBX) Alternatives
Calvert Bond Fund (CSIBX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CSIBX. 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 CSIBX
CSIBX charges 0.73% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among CSIBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | CSIBX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | CSIBX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | CSIBX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | CSIBX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | CSIBX vs BCOIX |
Best Risk-Adjusted Alternatives to CSIBX
Among mutual funds in the Intermediate Core-Plus 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | CSIBX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | CSIBX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | CSIBX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | CSIBX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | CSIBX vs MDVAX |
Top Performing CSIBX Alternatives (YTD)
CSIBX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | CSIBX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | CSIBX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | CSIBX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | CSIBX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | CSIBX vs TGLMX |
Lowest Volatility Alternatives to CSIBX
CSIBX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | CSIBX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | CSIBX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | CSIBX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | CSIBX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | CSIBX vs TGRNX |
Lowest Drawdown Alternatives to CSIBX
CSIBX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | CSIBX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | CSIBX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | CSIBX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | CSIBX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | CSIBX vs MWIGX |
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 | CSIBX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CSIBX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CSIBX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CSIBX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CSIBX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CSIBX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CSIBX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CSIBX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CSIBX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CSIBX vs CFICX |
Often Compared With CSIBX
What investors most often compare with CSIBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dodge & Cox Global Bond Fund | Global Bonds | 82 | -0.65% | Apr 30, 2014 | CSIBX vs DODLX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | CSIBX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | CSIBX vs BCPIX |
Compare CSIBX with Any Fund or Stock
Compare CSIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.