Columbia Total Return Bond Fund (SRBFX) Alternatives
Columbia Total Return Bond Fund (SRBFX) 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 SRBFX. 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 SRBFX
SRBFX charges 0.49% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among SRBFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | SRBFX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | SRBFX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | SRBFX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | SRBFX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | SRBFX vs BCOIX |
Best Risk-Adjusted Alternatives to SRBFX
Among mutual funds in the Intermediate Core-Plus 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 | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | SRBFX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | SRBFX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | SRBFX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | SRBFX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | SRBFX vs MDVAX |
Top Performing SRBFX Alternatives (YTD)
SRBFX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | SRBFX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | SRBFX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | SRBFX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | SRBFX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | SRBFX vs TGLMX |
Lowest Volatility Alternatives to SRBFX
SRBFX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | SRBFX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | SRBFX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | SRBFX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | SRBFX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | SRBFX vs TGRNX |
Lowest Drawdown Alternatives to SRBFX
SRBFX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | SRBFX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | SRBFX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | SRBFX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | SRBFX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | SRBFX vs MWIGX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With SRBFX
What investors most often compare with SRBFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Lord Abbett Core Plus Bond Fund | Intermediate Core-Plus Bond | 53 | -1.02% | Dec 8, 2015 | SRBFX vs LAPIX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 57 | -0.53% | Jan 14, 1997 | SRBFX vs PDBZX | |
| Guggenheim Total Return Bond Fund | Intermediate Core-Plus Bond | 65 | -0.73% | Nov 30, 2011 | SRBFX vs GIBIX | |
| iShares Core U.S. Aggregate Bond ETF | Total Bond Market | 60 | 0.02% | Sep 22, 2003 | SRBFX vs AGG | |
| Vanguard Intermediate-Term Bond Index ETF | Intermediate Core Bond | 65 | -0.23% | Apr 3, 2007 | SRBFX vs BIV | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SRBFX vs VOO | |
| JPMorgan Core Bond Fund | Intermediate Core Bond | 57 | -0.08% | May 31, 1991 | SRBFX vs WOBDX |
Compare SRBFX with Any Fund or Stock
Compare SRBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.