Calamos Short-Term Bond Fund (CSTIX) 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 CSTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CSTIX
CSTIX charges 0.40% annually. There are 25 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 | CSTIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | CSTIX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | CSTIX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | CSTIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | CSTIX vs TNSHX |
Best Risk-Adjusted Alternatives to CSTIX
CSTIX has a PortfoliosLab risk / return rank of 63. There are 84 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 | CSTIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | CSTIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | CSTIX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | CSTIX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | CSTIX vs DBLSX |
Top Performing CSTIX Alternatives (YTD)
CSTIX is at 0.24% YTD. There are 107 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 | CSTIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | CSTIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.29% | — | Nov 2013 | CSTIX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | CSTIX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | CSTIX vs DHEIX |
Lowest Volatility Alternatives to CSTIX
CSTIX has 2.01% 1-year volatility. There are 63 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | CSTIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | CSTIX vs DHEIX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | CSTIX vs DFEQX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | CSTIX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 1.17% | — | Nov 2013 | CSTIX vs DFAIX |
Lowest Drawdown Alternatives to CSTIX
CSTIX has a 1-year max drawdown of -1.35%. There are 68 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 | CSTIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | CSTIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | CSTIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | CSTIX vs DHEAX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | CSTIX vs HOBEX |
Other Mutual Funds from Calamos
The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 98 | 2.83% | — | May 2000 | CSTIX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 35 | 9.76% | — | Mar 2004 | CSTIX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 77 | 36.73% | — | Mar 2011 | CSTIX vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 85 | 30.91% | — | Jun 1997 | CSTIX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 4 | -0.12% | — | Apr 2016 | CSTIX vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 66 | 11.44% | — | Sep 1988 | CSTIX vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 74 | 5.52% | — | Dec 2014 | CSTIX vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 83 | 23.99% | — | May 2003 | CSTIX vs CHY | |
| Calamos Global Equity Fund | Global Equities | 44 | 21.64% | — | Feb 2007 | CSTIX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 90 | 2.03% | — | Aug 1999 | CSTIX vs CHYDX |
Often Compared With CSTIX
Investors most often compare CSTIX with SNSAX, CICVX, VBISX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 87 | 1.66% | — | Nov 2003 | CSTIX vs SNSAX | |
| Calamos Convertible Fund | Preferred Stock/Convertible Bonds | 90 | 27.00% | — | Jun 1997 | CSTIX vs CICVX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 35 | 0.07% | — | Mar 1994 | CSTIX vs VBISX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.72% | — | Mar 2017 | CSTIX vs DLDFX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 97 | 1.87% | — | Sep 2015 | CSTIX vs BATAX |
Compare CSTIX with Any Fund or Stock
Compare CSTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CSTIX with funds that move differently
Calamos Short-Term Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CSTIX.
Explore CSTIX Diversifiers