Calamos Total Return Bond Fund (CTRIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CTRIX
CTRIX charges 0.65% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among CTRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | CTRIX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | CTRIX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | CTRIX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | CTRIX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | CTRIX vs BCOIX |
Best Risk-Adjusted Alternatives to CTRIX
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 | CTRIX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | CTRIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | CTRIX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | CTRIX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | CTRIX vs MDVAX |
Top Performing CTRIX Alternatives (YTD)
CTRIX 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 | CTRIX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | CTRIX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | CTRIX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | CTRIX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | CTRIX vs TGLMX |
Lowest Volatility Alternatives to CTRIX
CTRIX 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 | CTRIX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | CTRIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | CTRIX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | CTRIX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | CTRIX vs TGRNX |
Lowest Drawdown Alternatives to CTRIX
CTRIX 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 | CTRIX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | CTRIX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | CTRIX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | CTRIX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | CTRIX vs MWIGX |
Other Mutual Funds from Calamos
Most popular Calamos mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund Institutional C... | 90 | -0.07% | May 10, 2000 | CTRIX vs CMNIX | ||
| Calamos Growth and Income Fund | Diversified Portfolio | 56 | -6.56% | Sep 21, 1988 | CTRIX vs CVTRX | |
| Calamos Phineus Long/Short Fund | Long-Short | 13 | -4.56% | Apr 4, 2016 | CTRIX vs CPLIX | |
| Calamos Strategic Total Return Fund | Diversified Portfolio | 29 | -9.64% | Mar 26, 2004 | CTRIX vs CSQ | |
| Calamos Timpani Small Cap Growth Fund | Small Cap Growth Equities | 79 | -4.77% | Mar 23, 2011 | CTRIX vs CTSIX | |
| Calamos Global Equity Fund | Global Equities | 47 | -5.78% | Feb 28, 2007 | CTRIX vs CIGEX | |
| Calamos High Income Opportunities Fund | High Yield Bonds | 85 | -0.47% | Aug 2, 1999 | CTRIX vs CHYDX | |
| Calamos Growth Fund | Large Cap Growth Equities | 21 | -13.66% | Sep 4, 1990 | CTRIX vs CVGRX | |
| Calamos Hedged Equity Fund | Options Trading | 67 | -3.54% | Dec 30, 2014 | CTRIX vs CIHEX | |
| Calamos Convertible and High Income Closed Fund | Convertible Bonds | 69 | -2.05% | May 28, 2003 | CTRIX vs CHY |
Often Compared With CTRIX
What investors most often compare with CTRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CTRIX vs VOO | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | CTRIX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | CTRIX vs BCPIX |
Compare CTRIX with Any Fund or Stock
Compare CTRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.