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 a closer substitute for your current allocation.
Cheapest Alternatives to DTRIX
DTRIX charges 0.64% annually. There are 82 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 | DTRIX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | DTRIX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | DTRIX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | DTRIX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | DTRIX vs TNSHX |
Best Risk-Adjusted Alternatives to DTRIX
DTRIX has a PortfoliosLab risk / return rank of 67. There are 66 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 | DTRIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | DTRIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | DTRIX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | DTRIX vs DFAIX | |
| BlackRock Allocation Target Shares Series A Portfo... | 97 | — | Sep 2015 | DTRIX vs BATAX |
Top Performing DTRIX Alternatives (YTD)
DTRIX is at 0.47% YTD. There are 77 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 | DTRIX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 4.01% | — | Jul 2005 | DTRIX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.10% | — | Nov 2013 | DTRIX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | DTRIX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | DTRIX vs DHEIX |
Lowest Volatility Alternatives to DTRIX
DTRIX has 1.95% 1-year volatility. There are 58 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.80% | — | Apr 2018 | DTRIX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | DTRIX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | DTRIX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.13% | — | Mar 2009 | DTRIX vs DFEQX | |
| DoubleLine Low Duration Bond Fund Class N | 1.19% | — | Sep 2011 | DTRIX vs DLSNX |
Lowest Drawdown Alternatives to DTRIX
DTRIX has a 1-year max drawdown of -1.01%. There are 20 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 | DTRIX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | DTRIX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | DTRIX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | DTRIX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | DTRIX vs HOBEX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 98 | 145.11% | — | Jun 1996 | DTRIX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 18.91% | — | Oct 1993 | DTRIX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 2.76% | — | Jun 2000 | DTRIX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 6 | -2.77% | — | Jun 2000 | DTRIX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 62 | 20.04% | — | Jun 1987 | DTRIX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 55 | 18.71% | — | Dec 1998 | DTRIX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 24 | 5.18% | — | Aug 2003 | DTRIX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 44 | 2.51% | — | Jan 1984 | DTRIX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 33 | 6.26% | — | Sep 1998 | DTRIX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 29 | 2.29% | — | Sep 1986 | DTRIX vs CXHYX |
Often Compared With DTRIX
Investors most often compare DTRIX with VBIRX, VWELX, VBIAX. These 13 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DTRIX with Any Fund or Stock
Compare DTRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DTRIX with funds that move differently
Delaware Limited-Term Diversified Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DTRIX.
Explore DTRIX Diversifiers