CCIF vs. FEDUX
CCIF (Carlyle Credit Income Fund) and FEDUX (Fidelity Education Income Fund) are both Intermediate Core Bond funds. Over the past 5 years, CCIF returned -7.85%/yr vs -0.51%/yr for FEDUX. Their 0.08 correlation means their historical movements had little consistent relationship.
Performance
CCIF vs. FEDUX - Performance Comparison
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Returns By Period
In the year-to-date period, CCIF achieves a -27.42% return, which is significantly lower than FEDUX's 0.15% return.
CCIF
- 1D
- 1.82%
- 1M
- 2.21%
- 6M
- -26.29%
- YTD
- -27.42%
- 1Y
- -32.20%
- 3Y*
- -13.25%
- 5Y*
- -7.85%
- 10Y*
- —
- ALL TIME*
- -5.90%
FEDUX
- 1D
- 0.00%
- 1M
- -0.44%
- 6M
- -0.11%
- YTD
- 0.15%
- 1Y
- 2.23%
- 3Y*
- 2.77%
- 5Y*
- -0.51%
- 10Y*
- —
- ALL TIME*
- -0.46%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $341.97K | $279.28K | $351.59K | |
| $0.00 | $0.00 | $0.00 |
CCIF vs. FEDUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CCIF Carlyle Credit Income Fund | -27.42% | -27.64% | 16.37% | 14.50% | -6.37% | -2.14% |
FEDUX Fidelity Education Income Fund | 0.15% | 6.40% | -0.29% | 1.62% | -8.38% | -1.27% |
Correlation
The correlation between CCIF and FEDUX is 0.12, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.12 |
Correlation (3Y) Balances recent behavior with more history. | 0.05 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.08 |
Correlation (All Time) Calculated using the full available price history since May 25, 2021 | 0.08 |
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Return for Risk
CCIF vs. FEDUX — Risk / Return Rank
CCIF
FEDUX
CCIF vs. FEDUX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Carlyle Credit Income Fund (CCIF) and Fidelity Education Income Fund (FEDUX). 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.
| CCIF | FEDUX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.43 | ||
| Sortino ratioReturn per unit of downside risk | -3.60 | ||
| Omega ratioGain probability vs. loss probability | 0.80 | 1.25 | -0.45 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 1.85 | -2.65 |
| Martin ratioReturn relative to average drawdown | -1.28 | 5.10 | -6.38 |
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Drawdowns
CCIF vs. FEDUX - Drawdown Comparison
The maximum CCIF drawdown since its inception was -53.23%, which is greater than FEDUX's maximum drawdown of -12.00%. Use the drawdown chart below to compare losses from any high point for CCIF and FEDUX.
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Drawdown Indicators
| CCIF | FEDUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.23% | -12.00% | -41.23% |
Max Drawdown (1Y)Largest decline over 1 year | -41.95% | -1.72% | -40.23% |
Max Drawdown (3Y)Largest decline over 3 years | -53.23% | -2.80% | -50.43% |
Max Drawdown (5Y)Largest decline over 5 years | -53.23% | -11.91% | -41.32% |
Current DrawdownCurrent decline from peak | -49.87% | -2.63% | -47.24% |
Average DrawdownAverage peak-to-trough decline | -12.59% | -6.34% | -6.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 26.03% | 0.62% | +25.41% |
Volatility
CCIF vs. FEDUX - Volatility Comparison
Carlyle Credit Income Fund (CCIF) has a higher volatility of 5.60% compared to Fidelity Education Income Fund (FEDUX) at 0.57%. This indicates that CCIF's price experiences larger fluctuations and is considered to be riskier than FEDUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCIF | FEDUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.60% | 0.57% | +5.03% |
Volatility (6M)Calculated over the trailing 6-month period | 26.36% | 1.87% | +24.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.64% | 2.45% | +27.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.44% | 3.15% | +17.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.39% | 3.10% | +22.29% |
Dividends
CCIF vs. FEDUX - Dividend Comparison
CCIF's dividend yield for the trailing twelve months is around 42.45%, more than FEDUX's 4.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
CCIF Carlyle Credit Income Fund | 42.45% | 26.87% | 15.73% | 23.58% | 9.96% | 8.55% | 6.09% | 3.77% |
FEDUX Fidelity Education Income Fund | 4.01% | 4.43% | 0.36% | 0.71% | 0.00% | 0.13% | 0.00% | 0.00% |
Frequently Asked Questions
CCIF and FEDUX have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CCIF has higher volatility (5.60%) compared to FEDUX (0.57%). In terms of maximum drawdown, CCIF dropped -53.23% vs FEDUX's -12.00%.
FEDUX currently has the higher Sharpe Ratio (1.31 vs -1.13), 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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