Calamos Total Return Bond Fund (CTRIX) 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 CTRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CTRIX
CTRIX charges 0.65% annually. There are 81 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 | CTRIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | CTRIX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | CTRIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | CTRIX vs TIBDX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | CTRIX vs BCPIX |
Best Risk-Adjusted Alternatives to CTRIX
CTRIX has a PortfoliosLab risk / return rank of 18. There are 86 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | CTRIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | CTRIX vs LCTIX | |
| GMO Multi-Sector Fixed Income Fund | 90 | — | Apr 1997 | CTRIX vs GUGAX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | CTRIX vs MDVAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 81 | — | Jul 2010 | CTRIX vs LCTRX |
Top Performing CTRIX Alternatives (YTD)
CTRIX is at -0.97% YTD. There are 116 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.01%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.01% | — | Jul 2015 | CTRIX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | CTRIX vs MDVAX | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | CTRIX vs HOBIX | |
| Putnam Mortgage Securities Fund | 2.29% | — | Feb 1984 | CTRIX vs PGSIX | |
| Nuveen Core Plus Impact Fund | 1.77% | — | Apr 2021 | CTRIX vs NPCT |
Lowest Volatility Alternatives to CTRIX
CTRIX has 3.69% 1-year volatility. There are 41 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | CTRIX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | CTRIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.05% | — | Jul 2010 | CTRIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | CTRIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | CTRIX vs LCTIX |
Lowest Drawdown Alternatives to CTRIX
CTRIX has a 1-year max drawdown of -2.79%. There are 38 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 | CTRIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | CTRIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | CTRIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | CTRIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | CTRIX vs LCTIX |
Other Mutual Funds from Calamos
The 10 most viewed Calamos mutual funds shown here include CMNIX, CSQ, CTSIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 98 | 3.73% | — | May 2000 | CTRIX vs CMNIX | ||
| Calamos Strategic Total Return Fund | Diversified Portfolio | 41 | 11.20% | — | Mar 2004 | CTRIX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 44 | 18.97% | — | Mar 2011 | CTRIX vs CTSIX | |
| Calamos Convertible Opportunities and Income Fund | Convertible Bonds | 83 | 27.35% | — | Jun 1997 | CTRIX vs CHI | |
| Calamos Phineus Long/Short Fund | Long-Short | 9 | 4.92% | — | Apr 2016 | CTRIX vs CPLIX | |
| Calamos Growth and Income Fund | Diversified Portfolio | 50 | 9.85% | — | Sep 1988 | CTRIX vs CVTRX | |
| Calamos Hedged Equity Fund | Options Trading | 71 | 6.04% | — | Dec 2014 | CTRIX vs CIHEX | |
| Calamos International Growth Fund | Foreign Large Cap Equities | 26 | 17.07% | — | Mar 2005 | CTRIX vs CIGIX | |
| Calamos Global Equity Fund | Global Equities | 24 | 12.90% | — | Feb 2007 | CTRIX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 83 | 1.62% | — | Aug 1999 | CTRIX vs CHYDX |
Often Compared With CTRIX
Investors most often compare CTRIX with VOO, AAIIX, BCOIX. These 11 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CTRIX with Any Fund or Stock
Compare CTRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CTRIX with funds that move differently
Calamos Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CTRIX.
Explore CTRIX Diversifiers