CFICX vs. MNHYX
Compare and contrast key facts about Calvert Income Fund (CFICX) and Manning & Napier High Yield Bond Series (MNHYX).
CFICX is managed by Calvert Research and Management. It was launched on Oct 12, 1982. MNHYX is managed by Manning & Napier. It was launched on Sep 14, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CFICX or MNHYX.
Correlation
The correlation between CFICX and MNHYX is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CFICX vs. MNHYX - Performance Comparison
Key characteristics
CFICX:
1.39
MNHYX:
4.49
CFICX:
2.07
MNHYX:
7.19
CFICX:
1.25
MNHYX:
2.08
CFICX:
0.59
MNHYX:
8.65
CFICX:
4.63
MNHYX:
31.02
CFICX:
1.47%
MNHYX:
0.36%
CFICX:
4.89%
MNHYX:
2.51%
CFICX:
-20.79%
MNHYX:
-19.69%
CFICX:
-4.67%
MNHYX:
0.00%
Returns By Period
In the year-to-date period, CFICX achieves a 0.74% return, which is significantly lower than MNHYX's 1.85% return. Over the past 10 years, CFICX has underperformed MNHYX with an annualized return of 2.65%, while MNHYX has yielded a comparatively higher 5.68% annualized return.
CFICX
0.74%
0.87%
0.33%
6.88%
0.62%
2.65%
MNHYX
1.85%
1.03%
4.27%
11.00%
5.57%
5.68%
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CFICX vs. MNHYX - Expense Ratio Comparison
CFICX has a 0.92% expense ratio, which is higher than MNHYX's 0.90% expense ratio.
Risk-Adjusted Performance
CFICX vs. MNHYX — Risk-Adjusted Performance Rank
CFICX
MNHYX
CFICX vs. MNHYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Income Fund (CFICX) and Manning & Napier High Yield Bond Series (MNHYX). 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.
Dividends
CFICX vs. MNHYX - Dividend Comparison
CFICX's dividend yield for the trailing twelve months is around 4.88%, less than MNHYX's 6.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CFICX Calvert Income Fund | 4.88% | 5.35% | 4.67% | 3.84% | 2.70% | 2.98% | 3.25% | 3.60% | 2.95% | 3.22% | 2.88% | 2.93% |
MNHYX Manning & Napier High Yield Bond Series | 6.15% | 6.40% | 6.67% | 5.67% | 4.57% | 5.00% | 6.64% | 5.26% | 5.17% | 6.50% | 5.61% | 4.97% |
Drawdowns
CFICX vs. MNHYX - Drawdown Comparison
The maximum CFICX drawdown since its inception was -20.79%, which is greater than MNHYX's maximum drawdown of -19.69%. Use the drawdown chart below to compare losses from any high point for CFICX and MNHYX. For additional features, visit the drawdowns tool.
Volatility
CFICX vs. MNHYX - Volatility Comparison
Calvert Income Fund (CFICX) has a higher volatility of 1.16% compared to Manning & Napier High Yield Bond Series (MNHYX) at 0.71%. This indicates that CFICX's price experiences larger fluctuations and is considered to be riskier than MNHYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.