Calvert Flexible Bond Fund (CUBIX) belongs to the Nontraditional Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CUBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CUBIX
CUBIX charges 0.66% annually. There are 11 mutual funds in the Nontraditional Bonds category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Opportunistic Income Fund | 0.47% | — | Oct 2011 | CUBIX vs GMODX | |
| Putnam Mortgage Opportunities Fund | 0.47% | — | Apr 2015 | CUBIX vs PMOTX | |
| Carillon Reams Unconstrained Bond Fund | 0.50% | — | Sep 2011 | CUBIX vs SUBFX | |
| PIMCO Strategic Bond Fund | 0.51% | — | Jan 2009 | CUBIX vs PUTIX | |
| FPA Flexible Fixed Income Fund | 0.51% | — | Dec 2018 | CUBIX vs FPFIX |
Best Risk-Adjusted Alternatives to CUBIX
CUBIX has a PortfoliosLab risk / return rank of 62. There are 39 mutual funds in the Nontraditional Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | 100 | — | Jan 2023 | CUBIX vs CBYYX | |
| PGIM Securitized Credit Fund | 99 | — | Jun 2019 | CUBIX vs SCFZX | |
| Eaton Vance Global Macro Absolute Return Fund | 99 | — | Jun 2007 | CUBIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 99 | — | Mar 2022 | CUBIX vs APFPX | |
| DoubleLine Flexible Income Fund | 98 | — | Apr 2014 | CUBIX vs DFLEX |
Top Performing CUBIX Alternatives (YTD)
CUBIX is at 0.83% YTD. There are 53 mutual funds in the Nontraditional Bonds category with higher YTD returns, going as high as 6.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Eaton Vance Global Macro Absolute Return Advantage... | 6.67% | — | Aug 2010 | CUBIX vs EGRIX | |
| Putnam Mortgage Opportunities Fund | 4.69% | — | Apr 2015 | CUBIX vs PMOTX | |
| Anchor Risk Managed Credit Strategies Fund | 4.38% | — | Sep 2015 | CUBIX vs ATCSX | |
| Eaton Vance Global Macro Absolute Return Fund | 4.26% | — | Jun 2007 | CUBIX vs EIGMX | |
| Artisan Global Unconstrained Fund | 4.00% | — | Mar 2022 | CUBIX vs APFPX |
Lowest Volatility Alternatives to CUBIX
CUBIX has 2.69% 1-year volatility. There are 35 mutual funds in the Nontraditional Bonds category with lower 1-year volatility, going as low as 1.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham Long/Short Credit Fund | 1.01% | — | Dec 2004 | CUBIX vs DCAIX | |
| Victory Pioneer Cat Bond Fund Class Y | 1.23% | — | Jan 2023 | CUBIX vs CBYYX | |
| DoubleLine Flexible Income Fund | 1.31% | — | Apr 2014 | CUBIX vs DFLEX | |
| GMO Opportunistic Income Fund | 1.35% | — | Oct 2011 | CUBIX vs GMODX | |
| BlackRock Global Long/Short Credit Fund | 1.36% | — | Sep 2011 | CUBIX vs BGCIX |
Lowest Drawdown Alternatives to CUBIX
CUBIX has a 1-year max drawdown of -2.26%. There are 42 mutual funds in the Nontraditional Bonds category with shallower 1-year drawdowns, going as shallow as -0.09%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Pioneer Cat Bond Fund Class Y | -0.09% | — | Jan 2023 | CUBIX vs CBYYX | |
| PGIM Securitized Credit Fund | -0.31% | — | Jun 2019 | CUBIX vs SCFZX | |
| Dunham Long/Short Credit Fund | -0.37% | — | Dec 2004 | CUBIX vs DCAIX | |
| GMO Opportunistic Income Fund | -0.65% | — | Oct 2011 | CUBIX vs GMODX | |
| PGIM Absolute Return Bond Fund | -0.76% | — | Mar 2011 | CUBIX vs PADZX |
Other Mutual Funds from Calvert Research and Management
The 10 most viewed Calvert Research and Management mutual funds shown here include CISIX, CSIEX, CDHIX 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 | 70 | 13.10% | — | Jun 2000 | CUBIX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 1 | -9.20% | — | Aug 1987 | CUBIX vs CSIEX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 58 | 19.91% | — | Oct 2015 | CUBIX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 53 | 12.35% | — | Jun 2015 | CUBIX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 98 | 1.34% | — | Oct 2006 | CUBIX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 69 | 15.07% | — | Jun 2015 | CUBIX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 90 | 36.06% | — | Oct 2012 | CUBIX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 35 | 0.59% | — | Oct 1982 | CUBIX vs CFICX | |
| Calvert Global Energy Solutions Fund | Global Equities | 89 | 23.10% | — | May 2007 | CUBIX vs CAEIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 49 | 0.60% | — | Jul 2001 | CUBIX vs CYBIX |
Often Compared With CUBIX
Investors most often compare CUBIX with CRFIX, AFLIX, TTRZX. These 4 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert Focused Value Fund | Large Cap Value Equities | 43 | 11.46% | — | Apr 2022 | CUBIX vs CRFIX | |
| Anfield Universal Fixed Income Fund | Nontraditional Bonds | 94 | 1.42% | — | Jun 2013 | CUBIX vs AFLIX | |
| Templeton Global Total Return Fund | Nontraditional Bonds | 20 | 2.36% | — | Sep 2008 | CUBIX vs TTRZX | |
| Wavelength Interest Rate Neutral Fund | Nontraditional Bonds | 80 | 3.43% | — | Sep 2013 | CUBIX vs WAVLX |
Compare CUBIX with Any Fund or Stock
Compare CUBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CUBIX with funds that move differently
Calvert Flexible Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CUBIX.
Explore CUBIX Diversifiers