CRFIX vs. CRF

In the year-to-date period, CRFIX achieves a -0.70% return, which is significantly higher than CRF's -6.09% return.

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CRFIX has a 0.74% expense ratio, which is lower than CRF's 1.84% expense ratio.

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.

The current CRFIX Sharpe Ratio is -0.02, which is lower than the CRF Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of CRFIX and CRF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CRFIX's dividend yield for the trailing twelve months is around 4.40%, less than CRF's 17.23% yield.

The maximum CRFIX drawdown since its inception was -20.72%, smaller than the maximum CRF drawdown of -78.24%. Use the drawdown chart below to compare losses from any high point for CRFIX and CRF.

The current volatility for Calvert Focused Value Fund (CRFIX) is 5.01%, while Cornerstone Total Return Fund, Inc. (CRF) has a volatility of 7.13%. 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.