BWBIX vs. CSIFX
BWBIX (Baron WealthBuilder Fund) and CSIFX (Calvert Balanced Fund) are both Diversified Portfolio funds. Over the past 5 years, BWBIX returned 3.19%/yr vs 6.97%/yr for CSIFX. Their correlation of 0.85 means they have usually moved in the same direction. BWBIX charges 0.05%/yr vs 0.91%/yr for CSIFX.
Performance
BWBIX vs. CSIFX - Performance Comparison
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Returns By Period
In the year-to-date period, BWBIX achieves a 0.60% return, which is significantly lower than CSIFX's 3.25% return.
BWBIX
- 1D
- -0.18%
- 1M
- -5.58%
- 6M
- 2.30%
- YTD
- 0.60%
- 1Y
- 9.45%
- 3Y*
- 11.07%
- 5Y*
- 3.19%
- 10Y*
- —
- ALL TIME*
- 11.96%
CSIFX
- 1D
- 0.58%
- 1M
- 0.37%
- 6M
- 2.71%
- YTD
- 3.25%
- 1Y
- 9.18%
- 3Y*
- 12.84%
- 5Y*
- 6.97%
- 10Y*
- 9.23%
- ALL TIME*
- 7.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BWBIX vs. CSIFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | 0.60% | 10.23% | 19.62% | 25.77% | -32.58% | 14.76% | 62.85% | 36.41% | -12.02% |
CSIFX Calvert Balanced Fund | 3.25% | 11.32% | 18.96% | 16.35% | -15.33% | 14.30% | 15.43% | 23.71% | -3.22% |
Correlation
The correlation between BWBIX and CSIFX is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.84 |
Correlation (All Time) Calculated using the full available price history since May 21, 2018 | 0.85 |
The correlation between BWBIX and CSIFX shifts across timeframes, from 0.73 (1 year) to 0.85 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BWBIX vs. CSIFX — Risk / Return Rank
BWBIX
CSIFX
BWBIX vs. CSIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron WealthBuilder Fund (BWBIX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BWBIX | CSIFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.42 | ||
| Sortino ratioReturn per unit of downside risk | -0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.17 | -0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.69 | 1.08 | -0.39 |
| Martin ratioReturn relative to average drawdown | 2.12 | 4.46 | -2.34 |
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Drawdowns
BWBIX vs. CSIFX - Drawdown Comparison
The maximum BWBIX drawdown since its inception was -39.14%, roughly equal to the maximum CSIFX drawdown of -38.68%. Use the drawdown chart below to compare losses from any high point for BWBIX and CSIFX.
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Drawdown Indicators
| BWBIX | CSIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.14% | -38.68% | -0.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.65% | -7.98% | -3.67% |
Max Drawdown (3Y)Largest decline over 3 years | -21.59% | -11.86% | -9.73% |
Max Drawdown (5Y)Largest decline over 5 years | -39.14% | -19.95% | -19.19% |
Max Drawdown (10Y)Largest decline over 10 years | — | -23.77% | — |
Current DrawdownCurrent decline from peak | -6.07% | -0.83% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -11.55% | -5.29% | -6.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.80% | 1.93% | +1.87% |
Volatility
BWBIX vs. CSIFX - Volatility Comparison
Baron WealthBuilder Fund (BWBIX) has a higher volatility of 4.30% compared to Calvert Balanced Fund (CSIFX) at 2.90%. This indicates that BWBIX's price experiences larger fluctuations and is considered to be riskier 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
| BWBIX | CSIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.30% | 2.90% | +1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 7.60% | +4.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.10% | 9.33% | +6.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.30% | 11.00% | +10.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.09% | 11.10% | +11.99% |
BWBIX vs. CSIFX - Expense Ratio Comparison
BWBIX has a 0.05% expense ratio, which is lower than CSIFX's 0.91% expense ratio.
Dividends
BWBIX vs. CSIFX - Dividend Comparison
BWBIX's dividend yield for the trailing twelve months is around 7.56%, more than CSIFX's 4.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BWBIX Baron WealthBuilder Fund | 7.56% | 7.61% | 0.77% | 0.06% | 3.21% | 3.75% | 1.24% | 3.51% | 0.14% | 0.00% | 0.00% | 0.00% |
CSIFX Calvert Balanced Fund | 4.34% | 4.76% | 5.23% | 2.37% | 2.32% | 7.61% | 2.43% | 3.45% | 5.25% | 7.41% | 2.68% | 12.56% |
Frequently Asked Questions
BWBIX and CSIFX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BWBIX has higher volatility (4.30%) compared to CSIFX (2.90%). In terms of maximum drawdown, BWBIX dropped -39.14% vs CSIFX's -38.68%.
CSIFX currently has the higher Sharpe Ratio (0.92 vs 0.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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