Delaware Limited-Term Diversified Income Fund (DTRIX) Alternatives
Delaware Limited-Term Diversified Income Fund (DTRIX) 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 DTRIX. 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 DTRIX
DTRIX charges 0.64% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among DTRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | DTRIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | DTRIX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | DTRIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | DTRIX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | DTRIX vs VBISX |
Best Risk-Adjusted Alternatives to DTRIX
Among mutual funds in the Short-Term 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 | |
|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | Jul 5, 2016 | DTRIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | DTRIX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | DTRIX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | DTRIX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | DTRIX vs DBLSX |
Top Performing DTRIX Alternatives (YTD)
DTRIX alternatives from the Short-Term Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 4.77% | Apr 29, 2011 | DTRIX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | DTRIX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | DTRIX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | DTRIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | DTRIX vs DHEIX |
Lowest Volatility Alternatives to DTRIX
DTRIX alternatives from the Short-Term Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Term Extended Quality Portfolio | 0.91% | Mar 4, 2009 | DTRIX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | DTRIX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | DTRIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | DTRIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | DTRIX vs DHEAX |
Lowest Drawdown Alternatives to DTRIX
DTRIX alternatives from the Short-Term Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DFA Short-Duration Real Return Portfolio | -0.47% | Nov 5, 2013 | DTRIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | DTRIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | DTRIX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | DTRIX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | DTRIX vs STBFX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | DTRIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | DTRIX vs WLGAX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 88 | 2.54% | Oct 4, 1993 | DTRIX vs FGINX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | DTRIX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | DTRIX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | DTRIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | DTRIX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | DTRIX vs DDVIX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | DTRIX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | DTRIX vs DMTFX |
Often Compared With DTRIX
What investors most often compare with DTRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Wellington Fund Investor Shares | Diversified Portfolio | 66 | -5.26% | Jul 1, 1929 | DTRIX vs VWELX | |
| Vanguard Balanced Index Fund Admiral Shares | Diversified Portfolio | 59 | -4.19% | Nov 13, 2000 | DTRIX vs VBIAX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | Total Bond Market | 89 | -0.33% | Nov 12, 2001 | DTRIX vs VBIRX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | DTRIX vs CXHYX |
Compare DTRIX with Any Fund or Stock
Compare DTRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.