Russell Investments Short Duration Bond Fund (RFBSX) 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 RFBSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RFBSX
RFBSX charges 0.55% annually. There are 66 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 | RFBSX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | RFBSX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | RFBSX vs FUMBX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | RFBSX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | — | Aug 2015 | RFBSX vs TNSHX |
Best Risk-Adjusted Alternatives to RFBSX
RFBSX has a PortfoliosLab risk / return rank of 88. There are 26 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 | RFBSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | RFBSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | RFBSX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 98 | — | Nov 2013 | RFBSX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 97 | — | Sep 2011 | RFBSX vs DBLSX |
Top Performing RFBSX Alternatives (YTD)
RFBSX is at 0.78% YTD. There are 46 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 | RFBSX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.89% | — | Jul 2005 | RFBSX vs LCCMX | |
| DFA Short-Duration Real Return Portfolio | 2.29% | — | Nov 2013 | RFBSX vs DFAIX | |
| Holbrook Income Fund | 1.91% | — | Jul 2016 | RFBSX vs HOBEX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.88% | — | Jul 2016 | RFBSX vs DHEIX |
Lowest Volatility Alternatives to RFBSX
RFBSX has 1.42% 1-year volatility. There are 18 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.79%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | RFBSX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | RFBSX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | RFBSX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | RFBSX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.17% | — | Nov 2013 | RFBSX vs DFAIX |
Lowest Drawdown Alternatives to RFBSX
RFBSX has a 1-year max drawdown of -1.04%. There are 23 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 | RFBSX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | RFBSX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | RFBSX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | RFBSX vs DHEIX | |
| Holbrook Income Fund | -0.61% | — | Jul 2016 | RFBSX vs HOBEX |
Other Mutual Funds from Russell
The 10 most viewed Russell mutual funds shown here include REBYX, RLVSX, RGIYX and span 8 categories.
Often Compared With RFBSX
Investors most often compare RFBSX with LMBS, RALVX, TSDLX. These 10 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Trust Low Duration Mortgage Opportunities ET... | Mortgage Backed Securities | 88 | 1.41% | 6.34B | Nov 2014 | RFBSX vs LMBS | |
| Russell Investments LifePoints Growth Strategy Fun... | Diversified Portfolio | 62 | 9.28% | — | Mar 1998 | RFBSX vs RALVX | |
| T. Rowe Price Short Duration Income Fund | Short-Term Bond | 89 | 0.69% | — | Dec 2020 | RFBSX vs TSDLX | |
| Russell Investments Equity Income Fund | Large Cap Value Equities | 75 | 11.88% | — | Mar 2000 | RFBSX vs REAYX | |
| DFA Two-Year Fixed Income Portfolio | Short-Term Bond | 68 | 1.62% | — | Jun 1996 | RFBSX vs DFCFX | |
| Vanguard Short-Term Bond Index Fund | Short-Term Bond | 35 | 0.07% | — | Mar 1994 | RFBSX vs VBISX | |
| Destinations Low Duration Fixed Income Fund | Short-Term Bond | 95 | 1.72% | — | Mar 2017 | RFBSX vs DLDFX | |
| Sextant Short Term Bond Fund | Short-Term Bond | — | — | — | Sep 1995 | RFBSX vs STBFX | |
| SEI Asset Allocation Trust Defensive Strategy Fund | Short-Term Bond | 87 | 1.66% | — | Nov 2003 | RFBSX vs SNSAX | |
| BlackRock Allocation Target Shares Series A Portfo... | Short-Term Bond | 97 | 1.87% | — | Sep 2015 | RFBSX vs BATAX |
Compare RFBSX with Any Fund or Stock
Compare RFBSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RFBSX with funds that move differently
Russell Investments Short Duration Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RFBSX.
Explore RFBSX Diversifiers