Guggenheim Total Return Bond Fund (GIBIX) 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 GIBIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GIBIX
GIBIX charges 0.50% annually. There are 52 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 | GIBIX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | GIBIX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | GIBIX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | GIBIX vs EINFX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | GIBIX vs BCPIX |
Best Risk-Adjusted Alternatives to GIBIX
GIBIX has a PortfoliosLab risk / return rank of 25. There are 39 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 | GIBIX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | GIBIX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | GIBIX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | GIBIX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | GIBIX vs GUGAX |
Top Performing GIBIX Alternatives (YTD)
GIBIX is at 0.28% YTD. There are 48 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 1290 Diversified Bond Fund | 3.62% | — | Jul 2015 | GIBIX vs TNUIX | |
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | GIBIX vs NPCT | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | GIBIX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | GIBIX vs PGSIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.56% | — | Sep 2007 | GIBIX vs SEATX |
Lowest Volatility Alternatives to GIBIX
GIBIX has 3.86% 1-year volatility. There are 73 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | GIBIX vs AMFIX | |
| Archer Income Fund | 1.81% | — | Mar 2011 | GIBIX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | GIBIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | GIBIX vs LCTIX | |
| Holbrook Income Fund Class I | 2.04% | — | Jul 2016 | GIBIX vs HOBIX |
Lowest Drawdown Alternatives to GIBIX
GIBIX has a 1-year max drawdown of -2.99%. There are 69 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 | GIBIX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | GIBIX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | GIBIX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | GIBIX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | GIBIX vs LCTIX |
Other Mutual Funds from Guggenheim
The 10 most viewed Guggenheim mutual funds shown here include GOF, RYOCX, GILHX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Guggenheim Strategic Opportunities Fund | Multisector Bonds, Diversified Portfolio, Actively Managed | 1 | -7.16% | — | Jul 2007 | GIBIX vs GOF | |
| Rydex NASDAQ-100 Fund Investor Class | Large Cap Growth Equities | 53 | 17.77% | — | Feb 1994 | GIBIX vs RYOCX | |
| Guggenheim Limited Duration Fund | Short-Term Bond | 92 | 1.12% | — | Dec 2013 | GIBIX vs GILHX | |
| Guggenheim Macro Opportunities Fund | Nontraditional Bonds | 78 | 1.13% | — | Nov 2011 | GIBIX vs GIOIX | |
| Guggenheim High Yield Fund | High Yield Bonds | 44 | 1.30% | — | Aug 1996 | GIBIX vs SIHAX | |
| Guggenheim StylePlus - Large Core Fund | Large Cap Blend Equities | 60 | 12.94% | — | Sep 1962 | GIBIX vs SECEX | |
| Guggenheim Managed Futures Strategy Fund | Systematic Trend | 54 | 6.76% | — | Mar 2007 | GIBIX vs RYMTX | |
| Rydex Monthly Rebalance NASDAQ-100 2x Strategy H | Leveraged Equities | 46 | 31.90% | — | Nov 2014 | GIBIX vs RMQHX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 63 | 10.73% | — | Jun 2012 | GIBIX vs TVRIX | |
| Guggenheim Core Bond Fund Institutional Class | Total Bond Market | 23 | 0.20% | — | — | GIBIX vs GIUSX |
Often Compared With GIBIX
Investors most often compare GIBIX with PIMIX, BND, VBMFX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare GIBIX with Any Fund or Stock
Compare GIBIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GIBIX with funds that move differently
Guggenheim Total Return Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GIBIX.
Explore GIBIX Diversifiers