CLDAX vs. FUAMX
Compare and contrast key facts about Calvert Core Bond Fund (CLDAX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX).
CLDAX is managed by Calvert Research and Management. It was launched on Dec 30, 2004. FUAMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLDAX or FUAMX.
Correlation
The correlation between CLDAX and FUAMX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CLDAX vs. FUAMX - Performance Comparison
Key characteristics
CLDAX:
0.39
FUAMX:
-0.08
CLDAX:
0.58
FUAMX:
-0.07
CLDAX:
1.07
FUAMX:
0.99
CLDAX:
0.11
FUAMX:
-0.03
CLDAX:
1.13
FUAMX:
-0.20
CLDAX:
1.89%
FUAMX:
2.50%
CLDAX:
5.42%
FUAMX:
6.00%
CLDAX:
-23.91%
FUAMX:
-21.35%
CLDAX:
-15.00%
FUAMX:
-15.60%
Returns By Period
In the year-to-date period, CLDAX achieves a 1.31% return, which is significantly higher than FUAMX's -0.60% return.
CLDAX
1.31%
-0.47%
1.42%
1.81%
-0.62%
1.82%
FUAMX
-0.60%
-1.56%
-0.34%
-0.70%
-1.31%
N/A
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CLDAX vs. FUAMX - Expense Ratio Comparison
CLDAX has a 0.74% expense ratio, which is higher than FUAMX's 0.03% expense ratio.
Risk-Adjusted Performance
CLDAX vs. FUAMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Core Bond Fund (CLDAX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX). 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
CLDAX vs. FUAMX - Dividend Comparison
CLDAX's dividend yield for the trailing twelve months is around 4.52%, more than FUAMX's 2.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLDAX Calvert Core Bond Fund | 4.52% | 3.87% | 2.19% | 1.39% | 2.53% | 3.05% | 3.62% | 3.03% | 3.13% | 2.85% | 3.00% | 3.58% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 2.69% | 2.19% | 1.64% | 1.34% | 1.60% | 2.17% | 2.23% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CLDAX vs. FUAMX - Drawdown Comparison
The maximum CLDAX drawdown since its inception was -23.91%, which is greater than FUAMX's maximum drawdown of -21.35%. Use the drawdown chart below to compare losses from any high point for CLDAX and FUAMX. For additional features, visit the drawdowns tool.
Volatility
CLDAX vs. FUAMX - Volatility Comparison
The current volatility for Calvert Core Bond Fund (CLDAX) is 1.58%, while Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a volatility of 1.99%. This indicates that CLDAX experiences smaller price fluctuations and is considered to be less risky than FUAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.