CRAIX vs. STGIX
Compare and contrast key facts about CCM Community Impact Bond Fund (CRAIX) and Virtus Seix Core Bond Fund (STGIX).
CRAIX is managed by Community Capital Management. It was launched on Aug 30, 1999. STGIX is managed by Virtus. It was launched on Jun 11, 1992.
Performance
CRAIX vs. STGIX - Performance Comparison
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CRAIX vs. STGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRAIX CCM Community Impact Bond Fund | -0.01% | 6.40% | 1.97% | 3.98% | -10.19% | -1.72% | 3.99% | 5.44% | 0.10% | 2.81% |
STGIX Virtus Seix Core Bond Fund | -0.59% | 6.38% | 0.35% | 4.54% | -13.84% | -1.58% | 8.89% | 7.48% | -0.27% | 2.91% |
Returns By Period
In the year-to-date period, CRAIX achieves a -0.01% return, which is significantly higher than STGIX's -0.59% return. Over the past 10 years, CRAIX has underperformed STGIX with an annualized return of 1.04%, while STGIX has yielded a comparatively higher 1.24% annualized return.
CRAIX
- 1D
- 0.42%
- 1M
- -1.54%
- YTD
- -0.01%
- 6M
- 1.17%
- 1Y
- 4.02%
- 3Y*
- 3.34%
- 5Y*
- 0.19%
- 10Y*
- 1.04%
STGIX
- 1D
- 0.54%
- 1M
- -2.31%
- YTD
- -0.59%
- 6M
- 0.31%
- 1Y
- 3.02%
- 3Y*
- 2.41%
- 5Y*
- -0.52%
- 10Y*
- 1.24%
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CRAIX vs. STGIX - Expense Ratio Comparison
CRAIX has a 0.88% expense ratio, which is higher than STGIX's 0.64% expense ratio.
Return for Risk
CRAIX vs. STGIX — Risk / Return Rank
CRAIX
STGIX
CRAIX vs. STGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for CCM Community Impact Bond Fund (CRAIX) and Virtus Seix Core Bond Fund (STGIX). 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.
| CRAIX | STGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.83 | +0.42 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.20 | +0.66 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.15 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.28 | 1.46 | +0.81 |
Martin ratioReturn relative to average drawdown | 6.53 | 3.99 | +2.54 |
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
| CRAIX | STGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.83 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | -0.09 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.29 | 0.25 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.84 | -0.28 |
Correlation
The correlation between CRAIX and STGIX is 0.85, 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.
Dividends
CRAIX vs. STGIX - Dividend Comparison
CRAIX's dividend yield for the trailing twelve months is around 2.79%, less than STGIX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRAIX CCM Community Impact Bond Fund | 2.79% | 3.01% | 2.92% | 2.48% | 1.61% | 1.18% | 1.77% | 2.32% | 2.30% | 2.78% | 2.28% | 2.12% |
STGIX Virtus Seix Core Bond Fund | 3.64% | 4.01% | 3.38% | 3.23% | 2.74% | 1.23% | 3.09% | 2.00% | 2.29% | 1.92% | 3.76% | 2.67% |
Drawdowns
CRAIX vs. STGIX - Drawdown Comparison
The maximum CRAIX drawdown since its inception was -14.53%, smaller than the maximum STGIX drawdown of -18.86%. Use the drawdown chart below to compare losses from any high point for CRAIX and STGIX.
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Drawdown Indicators
| CRAIX | STGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.53% | -18.86% | +4.33% |
Max Drawdown (1Y)Largest decline over 1 year | -1.98% | -2.83% | +0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -14.28% | -18.52% | +4.24% |
Max Drawdown (10Y)Largest decline over 10 years | -14.53% | -18.86% | +4.33% |
Current DrawdownCurrent decline from peak | -1.54% | -6.15% | +4.61% |
Average DrawdownAverage peak-to-trough decline | -2.47% | -2.77% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 1.04% | -0.35% |
Volatility
CRAIX vs. STGIX - Volatility Comparison
The current volatility for CCM Community Impact Bond Fund (CRAIX) is 1.22%, while Virtus Seix Core Bond Fund (STGIX) has a volatility of 1.49%. This indicates that CRAIX experiences smaller price fluctuations and is considered to be less risky than STGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRAIX | STGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 1.49% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 1.98% | 2.49% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.27% | 4.33% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.56% | 5.92% | -1.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.63% | 4.91% | -1.28% |