BERIX vs. CSIFX
Compare and contrast key facts about Chartwell Income Fund (BERIX) and Calvert Balanced Fund (CSIFX).
BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987. CSIFX is managed by Calvert Research and Management. It was launched on Oct 20, 1982.
Performance
BERIX vs. CSIFX - Performance Comparison
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BERIX vs. CSIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
CSIFX Calvert Balanced Fund | -6.68% | 11.32% | 18.96% | 16.35% | -15.33% | 14.30% | 15.43% | 23.71% | -2.75% | 10.72% |
Returns By Period
In the year-to-date period, BERIX achieves a 3.53% return, which is significantly higher than CSIFX's -6.68% return. Over the past 10 years, BERIX has underperformed CSIFX with an annualized return of 4.99%, while CSIFX has yielded a comparatively higher 8.50% annualized return.
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
CSIFX
- 1D
- 0.00%
- 1M
- -6.44%
- YTD
- -6.68%
- 6M
- -4.68%
- 1Y
- 6.76%
- 3Y*
- 11.15%
- 5Y*
- 6.46%
- 10Y*
- 8.50%
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BERIX vs. CSIFX - Expense Ratio Comparison
BERIX has a 0.64% expense ratio, which is lower than CSIFX's 0.91% expense ratio.
Return for Risk
BERIX vs. CSIFX — Risk / Return Rank
BERIX
CSIFX
BERIX vs. CSIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Income Fund (BERIX) and Calvert Balanced Fund (CSIFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BERIX | CSIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.54 | 0.63 | +1.91 |
Sortino ratioReturn per unit of downside risk | 3.26 | 0.96 | +2.29 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.14 | +0.38 |
Calmar ratioReturn relative to maximum drawdown | 4.62 | 0.75 | +3.87 |
Martin ratioReturn relative to average drawdown | 17.20 | 2.98 | +14.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BERIX | CSIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.54 | 0.63 | +1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.60 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.77 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.67 | +0.39 |
Correlation
The correlation between BERIX and CSIFX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BERIX vs. CSIFX - Dividend Comparison
BERIX's dividend yield for the trailing twelve months is around 3.58%, less than CSIFX's 4.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
CSIFX Calvert Balanced Fund | 4.79% | 4.76% | 5.23% | 2.37% | 2.32% | 7.61% | 2.43% | 3.45% | 5.25% | 7.41% | 2.68% | 12.56% |
Drawdowns
BERIX vs. CSIFX - Drawdown Comparison
The maximum BERIX drawdown since its inception was -20.34%, smaller than the maximum CSIFX drawdown of -38.68%. Use the drawdown chart below to compare losses from any high point for BERIX and CSIFX.
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Drawdown Indicators
| BERIX | CSIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.34% | -38.68% | +18.34% |
Max Drawdown (1Y)Largest decline over 1 year | -2.95% | -7.98% | +5.03% |
Max Drawdown (5Y)Largest decline over 5 years | -15.73% | -19.95% | +4.22% |
Max Drawdown (10Y)Largest decline over 10 years | -20.34% | -23.77% | +3.43% |
Current DrawdownCurrent decline from peak | -1.25% | -7.98% | +6.73% |
Average DrawdownAverage peak-to-trough decline | -2.60% | -5.32% | +2.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 2.00% | -1.21% |
Volatility
BERIX vs. CSIFX - Volatility Comparison
The current volatility for Chartwell Income Fund (BERIX) is 1.47%, while Calvert Balanced Fund (CSIFX) has a volatility of 3.40%. This indicates that BERIX experiences smaller price fluctuations and is considered to be less risky than CSIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BERIX | CSIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.47% | 3.40% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 4.28% | 6.36% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.38% | 11.40% | -6.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.94% | 10.84% | -4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.00% | 11.01% | -5.01% |