Calvert High Yield Bond Fund (CYBIX)
Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in high-yield, high-risk bonds, also known as "junk" bonds ("80% Policy"). It invests primarily in high-yield, high-risk bonds, with varying maturities, including distressed securities that are in default. The fund also may invest in trust preferred securities, taxable municipal obligations and loans. In addition, it may invest up to 35% of its net assets in foreign debt securities.
Fund Info
US1315824391
131582439
Jul 9, 2001
$1,000,000
Expense Ratio
CYBIX has an expense ratio of 0.76%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Calvert High Yield Bond Fund (CYBIX) returned 2.41% year-to-date (YTD) and 8.48% over the past 12 months. Over the past 10 years, CYBIX returned 3.95% annually, underperforming the S&P 500 benchmark at 10.84%.
CYBIX
2.41%
1.11%
2.63%
8.48%
5.89%
4.34%
3.95%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of CYBIX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 1.14% | 0.60% | -0.93% | 0.82% | 0.78% | 2.41% | |||||||
| 2024 | 0.08% | 0.04% | 1.31% | -0.69% | 1.20% | 1.07% | 1.36% | 1.48% | 0.88% | -0.40% | 1.01% | -0.35% | 7.19% |
| 2023 | 3.50% | -1.58% | 1.55% | 0.81% | -1.16% | 1.29% | 1.21% | 0.08% | -1.11% | -1.17% | 4.11% | 3.22% | 11.08% |
| 2022 | -2.68% | -1.18% | -0.94% | -3.54% | 0.01% | -5.80% | 5.97% | -2.45% | -3.93% | 2.63% | 1.81% | -0.63% | -10.73% |
| 2021 | 0.29% | -0.04% | 0.07% | 0.90% | 0.10% | 1.24% | 0.24% | 0.35% | -0.22% | -0.29% | -0.85% | 1.83% | 3.66% |
| 2020 | 0.05% | -0.89% | -9.34% | 3.43% | 3.48% | 0.35% | 4.45% | 0.46% | -0.76% | 0.57% | 3.03% | 1.24% | 5.47% |
| 2019 | 3.55% | 1.38% | 0.76% | 1.19% | -0.48% | 1.90% | 0.62% | 0.62% | 0.60% | 0.41% | 0.28% | 1.37% | 12.84% |
| 2018 | 0.37% | -0.68% | -0.53% | -0.04% | -0.41% | -0.12% | 0.98% | 0.77% | 0.42% | -1.28% | -0.47% | -1.54% | -2.52% |
| 2017 | 0.83% | 0.98% | -0.18% | 1.01% | 0.67% | 0.70% | 0.67% | -0.07% | 0.74% | 0.26% | 0.14% | 0.19% | 6.09% |
| 2016 | -0.65% | -0.03% | 3.34% | 2.21% | 0.84% | 0.50% | 2.27% | 1.50% | 0.51% | 0.38% | -0.30% | 0.96% | 12.12% |
| 2015 | 0.33% | 1.53% | -0.03% | 1.15% | 0.47% | -1.17% | 0.08% | -1.13% | -2.28% | 2.23% | -2.63% | -0.57% | -2.12% |
| 2014 | 0.62% | 1.40% | 0.34% | 0.71% | 0.89% | 0.75% | -1.33% | 1.01% | -2.44% | -0.04% | -0.87% | -1.73% | -0.78% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 94, CYBIX is among the top 6% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Calvert High Yield Bond Fund (CYBIX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Calvert High Yield Bond Fund provided a 5.79% dividend yield over the last twelve months, with an annual payout of $1.42 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.42 | $1.39 | $1.30 | $1.14 | $1.14 | $1.22 | $1.35 | $1.31 | $1.33 | $1.48 | $1.47 | $2.34 |
Dividend yield | 5.79% | 5.70% | 5.38% | 4.97% | 4.22% | 4.49% | 5.00% | 5.20% | 4.92% | 5.52% | 5.79% | 8.57% |
Monthly Dividends
The table displays the monthly dividend distributions for Calvert High Yield Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.12 | $0.12 | $0.12 | $0.12 | $0.00 | $0.47 | |||||||
| 2024 | $0.11 | $0.11 | $0.11 | $0.11 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $0.12 | $1.39 |
| 2023 | $0.10 | $0.11 | $0.11 | $0.10 | $0.11 | $0.11 | $0.10 | $0.11 | $0.11 | $0.11 | $0.11 | $0.13 | $1.30 |
| 2022 | $0.09 | $0.09 | $0.09 | $0.09 | $0.09 | $0.10 | $0.09 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $1.14 |
| 2021 | $0.10 | $0.10 | $0.10 | $0.09 | $0.10 | $0.09 | $0.09 | $0.10 | $0.09 | $0.09 | $0.09 | $0.10 | $1.14 |
| 2020 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.10 | $0.11 | $0.10 | $1.22 |
| 2019 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.11 | $0.10 | $0.14 | $0.13 | $0.11 | $1.35 |
| 2018 | $0.11 | $0.10 | $0.11 | $0.11 | $0.12 | $0.10 | $0.12 | $0.11 | $0.09 | $0.11 | $0.11 | $0.13 | $1.31 |
| 2017 | $0.12 | $0.12 | $0.12 | $0.11 | $0.10 | $0.11 | $0.10 | $0.12 | $0.11 | $0.09 | $0.12 | $0.10 | $1.33 |
| 2016 | $0.12 | $0.12 | $0.11 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.13 | $0.12 | $0.12 | $0.12 | $1.48 |
| 2015 | $0.14 | $0.11 | $0.12 | $0.12 | $0.11 | $0.12 | $0.12 | $0.13 | $0.12 | $0.13 | $0.13 | $0.13 | $1.47 |
| 2014 | $0.13 | $0.14 | $0.13 | $0.14 | $0.13 | $0.14 | $0.14 | $0.13 | $0.13 | $0.14 | $0.15 | $0.86 | $2.34 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Calvert High Yield Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Calvert High Yield Bond Fund was 30.12%, occurring on Dec 12, 2008. Recovery took 205 trading sessions.
The current Calvert High Yield Bond Fund drawdown is 0.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.12% | May 30, 2007 | 389 | Dec 12, 2008 | 205 | Oct 7, 2009 | 594 |
| -22.83% | Aug 9, 2001 | 291 | Oct 10, 2002 | 312 | Jan 8, 2004 | 603 |
| -17.54% | Feb 21, 2020 | 22 | Mar 23, 2020 | 92 | Aug 3, 2020 | 114 |
| -14.59% | Jan 3, 2022 | 187 | Sep 29, 2022 | 370 | Mar 21, 2024 | 557 |
| -10.05% | Jun 24, 2014 | 413 | Feb 11, 2016 | 104 | Jul 12, 2016 | 517 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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