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 a closer substitute for your current allocation.
Cheapest Alternatives to CSIBX
CSIBX charges 0.73% annually. There are 92 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | CSIBX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | CSIBX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | CSIBX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | CSIBX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | CSIBX vs BCOIX |
Best Risk-Adjusted Alternatives to CSIBX
CSIBX has a PortfoliosLab risk / return rank of 19. There are 95 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | CSIBX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 94 | — | Jul 2010 | CSIBX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 92 | — | Jul 2010 | CSIBX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | CSIBX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 76 | — | Apr 1997 | CSIBX vs GUGAX |
Top Performing CSIBX Alternatives (YTD)
CSIBX is at -0.11% YTD. There are 113 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 2.68% | — | Jul 2015 | CSIBX vs TNUIX | |
| Putnam Mortgage Securities Fund | 2.64% | — | Feb 1984 | CSIBX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.47% | — | May 1999 | CSIBX vs MDVAX | |
| Nuveen Core Plus Impact Fund | 2.41% | — | Apr 2021 | CSIBX vs NPCT | |
| Holbrook Income Fund Class I | 2.22% | — | Jul 2016 | CSIBX vs HOBIX |
Lowest Volatility Alternatives to CSIBX
CSIBX has 3.92% 1-year volatility. There are 73 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.12% | — | Jun 2017 | CSIBX vs AMFIX | |
| Archer Income Fund | 1.80% | — | Mar 2011 | CSIBX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.96% | — | Jul 2010 | CSIBX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.02% | — | Jul 2010 | CSIBX vs LCTIX | |
| Holbrook Income Fund Class I | 2.02% | — | Jul 2016 | CSIBX vs HOBIX |
Lowest Drawdown Alternatives to CSIBX
CSIBX has a 1-year max drawdown of -3.14%. There are 94 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | CSIBX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | CSIBX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | CSIBX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | CSIBX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | CSIBX vs LCTRX |
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 | CSIBX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -12.17% | — | Aug 1987 | CSIBX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 45 | 9.65% | — | Jun 2015 | CSIBX vs CGJIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 21.89% | — | Oct 2015 | CSIBX vs CDHIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.24% | — | Oct 2006 | CSIBX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 86 | 19.71% | — | Jun 2015 | CSIBX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 35.32% | — | Oct 2012 | CSIBX vs CVMIX | |
| Calvert Global Energy Solutions Fund | Global Equities | 82 | 18.53% | — | May 2007 | CSIBX vs CAEIX | |
| Calvert Income Fund | Corporate Bonds | 28 | 0.19% | — | Oct 1982 | CSIBX vs CFICX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 47 | 0.48% | — | Jul 2001 | CSIBX vs CYBIX |
Often Compared With CSIBX
Investors most often compare CSIBX with DODLX, TGLMX, CRFIX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dodge & Cox Global Bond Fund | Global Bonds | 25 | 1.05% | — | Apr 2014 | CSIBX vs DODLX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 35 | 1.12% | — | Jun 1993 | CSIBX vs TGLMX | |
| Calvert Focused Value Fund | Large Cap Value Equities | — | — | — | Apr 2022 | CSIBX vs CRFIX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 29 | -0.05% | — | Jun 2018 | CSIBX vs MWIGX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 17 | -0.08% | — | Dec 2007 | CSIBX vs BCPIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 19 | 1.53% | — | Jan 2004 | CSIBX vs AAIIX | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 32 | 0.46% | — | Nov 2018 | CSIBX vs TGRNX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 36 | 0.70% | — | Dec 2006 | CSIBX vs LMSMX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 46 | 2.21% | — | Sep 2007 | CSIBX vs SEATX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | — | — | 3.25B | Jun 2018 | CSIBX vs SMTRX |
Compare CSIBX with Any Fund or Stock
Compare CSIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSIBX with funds that move differently
Calvert Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSIBX.
Explore CSIBX Diversifiers