CGBIX vs. AAIIX
Compare and contrast key facts about Calvert Green Bond Fund (CGBIX) and Ancora Income Fund (AAIIX).
CGBIX is managed by Calvert Research and Management. It was launched on Oct 31, 2013. AAIIX is managed by Ancora. It was launched on Jan 5, 2004.
Performance
CGBIX vs. AAIIX - Performance Comparison
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CGBIX vs. AAIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGBIX Calvert Green Bond Fund | -0.58% | 7.90% | 2.00% | 6.14% | -13.08% | -1.66% | 7.02% | 8.14% | 0.68% | 3.17% |
AAIIX Ancora Income Fund | -0.45% | 2.28% | 9.23% | 9.46% | -14.32% | 9.21% | 3.72% | 11.08% | -5.60% | 6.57% |
Returns By Period
In the year-to-date period, CGBIX achieves a -0.58% return, which is significantly lower than AAIIX's -0.45% return. Over the past 10 years, CGBIX has underperformed AAIIX with an annualized return of 1.91%, while AAIIX has yielded a comparatively higher 3.18% annualized return.
CGBIX
- 1D
- 0.14%
- 1M
- -1.80%
- YTD
- -0.58%
- 6M
- 0.21%
- 1Y
- 4.50%
- 3Y*
- 4.19%
- 5Y*
- 0.24%
- 10Y*
- 1.91%
AAIIX
- 1D
- -0.14%
- 1M
- -3.45%
- YTD
- -0.45%
- 6M
- -1.75%
- 1Y
- 3.54%
- 3Y*
- 6.15%
- 5Y*
- 2.04%
- 10Y*
- 3.18%
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CGBIX vs. AAIIX - Expense Ratio Comparison
CGBIX has a 0.48% expense ratio, which is lower than AAIIX's 2.20% expense ratio.
Return for Risk
CGBIX vs. AAIIX — Risk / Return Rank
CGBIX
AAIIX
CGBIX vs. AAIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Green Bond Fund (CGBIX) and Ancora Income Fund (AAIIX). 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.
| CGBIX | AAIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.66 | +0.60 |
Sortino ratioReturn per unit of downside risk | 1.85 | 0.91 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.13 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 0.68 | +1.18 |
Martin ratioReturn relative to average drawdown | 6.49 | 2.19 | +4.29 |
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
| CGBIX | AAIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.66 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.00 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.00 | +0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.00 | +0.56 |
Correlation
The correlation between CGBIX and AAIIX is 0.28, 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.
Dividends
CGBIX vs. AAIIX - Dividend Comparison
CGBIX's dividend yield for the trailing twelve months is around 3.85%, less than AAIIX's 5.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGBIX Calvert Green Bond Fund | 3.85% | 4.09% | 3.49% | 2.37% | 1.86% | 1.99% | 1.85% | 2.45% | 2.26% | 2.54% | 3.22% | 2.01% |
AAIIX Ancora Income Fund | 5.15% | 4.09% | 4.57% | 4.77% | 4.52% | 4.46% | 5.68% | 3.96% | 4.36% | 5.69% | 6.40% | 6.99% |
Drawdowns
CGBIX vs. AAIIX - Drawdown Comparison
The maximum CGBIX drawdown since its inception was -17.46%, smaller than the maximum AAIIX drawdown of -98.01%. Use the drawdown chart below to compare losses from any high point for CGBIX and AAIIX.
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Drawdown Indicators
| CGBIX | AAIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.46% | -98.01% | +80.55% |
Max Drawdown (1Y)Largest decline over 1 year | -2.75% | -4.78% | +2.03% |
Max Drawdown (5Y)Largest decline over 5 years | -17.46% | -98.01% | +80.55% |
Max Drawdown (10Y)Largest decline over 10 years | -17.46% | -98.01% | +80.55% |
Current DrawdownCurrent decline from peak | -2.20% | -97.84% | +95.64% |
Average DrawdownAverage peak-to-trough decline | -3.54% | -11.71% | +8.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.79% | 1.48% | -0.69% |
Volatility
CGBIX vs. AAIIX - Volatility Comparison
The current volatility for Calvert Green Bond Fund (CGBIX) is 1.35%, while Ancora Income Fund (AAIIX) has a volatility of 1.82%. This indicates that CGBIX experiences smaller price fluctuations and is considered to be less risky than AAIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGBIX | AAIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.35% | 1.82% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.19% | 3.27% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.82% | 5.60% | -1.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.91% | 2,091.17% | -2,086.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.05% | 1,478.49% | -1,474.44% |