Semper Short Duration Fund (SEMRX) Alternatives
Semper Short Duration Fund (SEMRX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SEMRX. 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 SEMRX
SEMRX charges 0.85% annually. Among mutual funds in the Ultrashort Bond category, these options have the lowest expense ratios among SEMRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | Feb 2, 2021 | SEMRX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | Jul 25, 1983 | SEMRX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | Jul 8, 2018 | SEMRX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | Dec 31, 2013 | SEMRX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | Jun 6, 1996 | SEMRX vs DFYGX |
Best Risk-Adjusted Alternatives to SEMRX
Among mutual funds in the Ultrashort 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 | |
|---|---|---|---|---|
| Navigator Ultra Short Term Bond Fund | 100 | Mar 21, 2019 | SEMRX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | Dec 31, 2013 | SEMRX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | 100 | Aug 28, 2018 | SEMRX vs FHQFX | |
| T. Rowe Price Ultra Short-Term Bond Fund | 100 | Dec 3, 2012 | SEMRX vs TRBUX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | Dec 31, 2013 | SEMRX vs BUBIX |
Top Performing SEMRX Alternatives (YTD)
SEMRX alternatives from the Ultrashort Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| DFA Two-Year Government Portfolio | 0.88% | Jun 6, 1996 | SEMRX vs DFYGX | |
| Sterling Capital Ultra Short Bond Fund | 0.83% | Nov 30, 2012 | SEMRX vs BUSIX | |
| DFA One Year Fixed Income Portfolio | 0.81% | Jul 25, 1983 | SEMRX vs DFIHX | |
| Navigator Ultra Short Term Bond Fund | 0.76% | Mar 21, 2019 | SEMRX vs NUSIX | |
| Northern Ultra-Short Fixed Income Fund | 0.75% | Jun 18, 2009 | SEMRX vs NUSFX |
Lowest Volatility Alternatives to SEMRX
SEMRX alternatives from the Ultrashort Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.55% | Mar 30, 2017 | SEMRX vs TMPFX | |
| Baird Ultra Short Bond Fund | 0.65% | Dec 31, 2013 | SEMRX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | 0.65% | Mar 21, 2019 | SEMRX vs NUSIX | |
| DFA One Year Fixed Income Portfolio | 0.72% | Jul 25, 1983 | SEMRX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | Dec 31, 2013 | SEMRX vs BUBIX |
Lowest Drawdown Alternatives to SEMRX
SEMRX alternatives from the Ultrashort Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | Dec 2, 2013 | SEMRX vs UGSDX | |
| Tactical Multi-Purpose Fund | 0.00% | Mar 30, 2017 | SEMRX vs TMPFX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | Aug 28, 2018 | SEMRX vs FHQFX | |
| Baird Ultra Short Bond Fund | -0.10% | Dec 31, 2013 | SEMRX vs BUBSX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | Mar 21, 2019 | SEMRX vs NUSIX |
Other Mutual Funds from Semper
Most popular Semper mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Semper MBS Total Return Fund | Nontraditional Bonds | 95 | -0.14% | Jul 21, 2013 | SEMRX vs SEMPX |
Often Compared With SEMRX
What investors most often compare with SEMRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Diamond Hill Short Duration Securitized Bond Fund | Short-Term Bond | 99 | 0.75% | Jul 5, 2016 | SEMRX vs DHEAX | |
| S&P 500 Index | 74 | -4.63% | — | SEMRX vs ^GSPC | ||
| iShares 0-3 Month Treasury Bond ETF | Ultrashort Bond | 100 | 0.86% | May 26, 2020 | SEMRX vs SGOV | |
| iShares Floating Rate Bond ETF | Corporate Bonds | 95 | 0.84% | Jun 14, 2011 | SEMRX vs FLOT | |
| T. Rowe Price Ultra Short-Term Bond ETF | Ultrashort Bond | 99 | 0.83% | Sep 28, 2021 | SEMRX vs TBUX | |
| Janus Henderson AAA CLO ETF | CLO | 97 | 0.73% | Oct 16, 2020 | SEMRX vs JAAA | |
| AAF First Priority CLO Bond ETF | CLO | 88 | 0.88% | Sep 9, 2020 | SEMRX vs AAA | |
| CrossingBridge Ultra-Short Duration Fund | Ultrashort Bond | 100 | 0.75% | Jun 29, 2021 | SEMRX vs CBUDX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | Ultrashort Bond | 100 | 0.52% | Apr 28, 2016 | SEMRX vs MUIIX |
Compare SEMRX with Any Fund or Stock
Compare SEMRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.