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 a closer substitute for your current allocation.
Cheapest Alternatives to SIBPX
SIBPX charges 1.54% annually. There are 131 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 | SIBPX vs VISTX | |
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | SIBPX vs VIITX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | SIBPX vs FUMBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | SIBPX vs VBIRX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | SIBPX vs VSCSX |
Best Risk-Adjusted Alternatives to SIBPX
SIBPX has a PortfoliosLab risk / return rank of 5. There are 135 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | SIBPX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | SIBPX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | SIBPX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | SIBPX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | SIBPX vs DLDFX |
Top Performing SIBPX Alternatives (YTD)
SIBPX is at -1.90% YTD. There are 135 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 8.09%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 8.09% | — | Apr 2011 | SIBPX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.65% | — | Jul 2005 | SIBPX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.40% | — | Jul 2016 | SIBPX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 2.33% | — | Jul 2016 | SIBPX vs DHEAX | |
| DFA Short-Duration Real Return Portfolio | 2.29% | — | Nov 2013 | SIBPX vs DFAIX |
Lowest Volatility Alternatives to SIBPX
SIBPX has 3.81% 1-year volatility. There are 131 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.73% | — | Jun 1996 | SIBPX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | SIBPX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.07% | — | Jul 2016 | SIBPX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.12% | — | Jul 2016 | SIBPX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.12% | — | Mar 2009 | SIBPX vs DFEQX |
Lowest Drawdown Alternatives to SIBPX
SIBPX has a 1-year max drawdown of -3.30%. There are 133 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | SIBPX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | SIBPX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | SIBPX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | SIBPX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | SIBPX vs DHEIX |
Other Mutual Funds from Saratoga
The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.
Often Compared With SIBPX
Investors most often compare SIBPX with SMICX, LUNAX, SLCVX. These 16 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SIBPX with Any Fund or Stock
Compare SIBPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SIBPX with funds that move differently
Saratoga Investment Quality Bond Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SIBPX.
Explore SIBPX Diversifiers