Saratoga Investment Quality Bond Portfolio (SIBPX) Alternatives
Saratoga Investment Quality Bond Portfolio (SIBPX) 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 SIBPX. 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 SIBPX
SIBPX charges 1.54% annually. Among mutual funds in the Short-Term Bond category, these options have the lowest expense ratios among SIBPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Institutional Short-Term Bond Fund | 0.02% | Jun 19, 2015 | SIBPX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | Jun 19, 2015 | SIBPX vs VIITX | |
| Schwab Short-Term Bond Index Fund | 0.06% | Feb 23, 2017 | SIBPX vs SWSBX | |
| TIAA-CREF Short-Term Bond Index Fund | 0.09% | Aug 7, 2015 | SIBPX vs TNSHX | |
| Vanguard Short-Term Bond Index Fund | 0.15% | Mar 1, 1994 | SIBPX vs VBISX |
Best Risk-Adjusted Alternatives to SIBPX
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 | SIBPX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | Jul 5, 2016 | SIBPX vs DHEAX | |
| T. Rowe Price Short Duration Income Fund | 99 | Dec 7, 2020 | SIBPX vs TSDLX | |
| DFA Short-Duration Real Return Portfolio | 99 | Nov 5, 2013 | SIBPX vs DFAIX | |
| DoubleLine Low Duration Bond Fund | 99 | Sep 30, 2011 | SIBPX vs DBLSX |
Top Performing SIBPX Alternatives (YTD)
SIBPX 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 | SIBPX vs GPARX | |
| Destinations Low Duration Fixed Income Fund | 1.24% | Mar 20, 2017 | SIBPX vs DLDFX | |
| DFA Two-Year Fixed Income Portfolio | 0.89% | Jun 6, 1996 | SIBPX vs DFCFX | |
| DFA Short-Duration Real Return Portfolio | 0.86% | Nov 5, 2013 | SIBPX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 0.82% | Jul 5, 2016 | SIBPX vs DHEIX |
Lowest Volatility Alternatives to SIBPX
SIBPX 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 | SIBPX vs DFEQX | |
| DFA Short-Duration Real Return Portfolio | 1.07% | Nov 5, 2013 | SIBPX vs DFAIX | |
| GuidepathConservative Income Fund | 1.14% | Apr 30, 2018 | SIBPX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.15% | Jul 5, 2016 | SIBPX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.19% | Jul 5, 2016 | SIBPX vs DHEAX |
Lowest Drawdown Alternatives to SIBPX
SIBPX 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 | SIBPX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | Jul 5, 2016 | SIBPX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | Jul 5, 2016 | SIBPX vs DHEIX | |
| GuidepathConservative Income Fund | -0.52% | Apr 30, 2018 | SIBPX vs GPICX | |
| Sextant Short Term Bond Fund | -0.60% | Sep 28, 1995 | SIBPX vs STBFX |
Other Mutual Funds from Saratoga
Most popular Saratoga mutual funds on PortfoliosLab, across asset classes.
Often Compared With SIBPX
What investors most often compare with SIBPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Saratoga Moderately Aggressive Balanced Allocation... | Diversified Portfolio | 37 | -4.90% | Dec 28, 2017 | SIBPX vs SAMIX | |
| Saratoga Health & Biotechnology Fund | Health & Biotech Equities | 40 | -1.13% | Jul 14, 1999 | SIBPX vs SHPAX |
Compare SIBPX with Any Fund or Stock
Compare SIBPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.