CRFIX vs. CRF
Compare and contrast key facts about Calvert Focused Value Fund (CRFIX) and Cornerstone Total Return Fund, Inc. (CRF).
CRFIX is managed by Calvert Research and Management. It was launched on Apr 28, 2022. CRF is managed by Cornerstone. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRFIX or CRF.
Correlation
The correlation between CRFIX and CRF is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CRFIX vs. CRF - Performance Comparison
Key characteristics
CRFIX:
1.01
CRF:
2.45
CRFIX:
1.44
CRF:
2.62
CRFIX:
1.19
CRF:
1.56
CRFIX:
1.21
CRF:
2.16
CRFIX:
3.54
CRF:
12.74
CRFIX:
3.59%
CRF:
3.77%
CRFIX:
12.54%
CRF:
19.60%
CRFIX:
-14.42%
CRF:
-78.18%
CRFIX:
-7.86%
CRF:
-3.64%
Returns By Period
In the year-to-date period, CRFIX achieves a 1.75% return, which is significantly lower than CRF's 5.86% return.
CRFIX
1.75%
-0.68%
0.40%
10.91%
N/A
N/A
CRF
5.86%
4.69%
24.99%
47.27%
16.48%
12.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CRFIX vs. CRF - Expense Ratio Comparison
CRFIX has a 0.74% expense ratio, which is lower than CRF's 1.84% expense ratio.
Risk-Adjusted Performance
CRFIX vs. CRF — Risk-Adjusted Performance Rank
CRFIX
CRF
CRFIX vs. CRF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Focused Value Fund (CRFIX) and Cornerstone Total Return Fund, Inc. (CRF). 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
CRFIX vs. CRF - Dividend Comparison
CRFIX's dividend yield for the trailing twelve months is around 1.28%, less than CRF's 14.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRFIX Calvert Focused Value Fund | 1.28% | 1.31% | 1.02% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CRF Cornerstone Total Return Fund, Inc. | 14.22% | 14.36% | 19.89% | 29.32% | 14.43% | 20.08% | 23.03% | 26.33% | 19.05% | 23.54% | 26.82% | 22.80% |
Drawdowns
CRFIX vs. CRF - Drawdown Comparison
The maximum CRFIX drawdown since its inception was -14.42%, smaller than the maximum CRF drawdown of -78.18%. Use the drawdown chart below to compare losses from any high point for CRFIX and CRF. For additional features, visit the drawdowns tool.
Volatility
CRFIX vs. CRF - Volatility Comparison
The current volatility for Calvert Focused Value Fund (CRFIX) is 2.46%, while Cornerstone Total Return Fund, Inc. (CRF) has a volatility of 3.88%. This indicates that CRFIX experiences smaller price fluctuations and is considered to be less risky than CRF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.