CRFIX vs. NANC
Compare and contrast key facts about Calvert Focused Value Fund (CRFIX) and Subversive Unusual Whales Democratic ETF (NANC).
CRFIX is managed by Calvert Research and Management. It was launched on Apr 28, 2022. NANC is an actively managed fund by Subversive. It was launched on Feb 7, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRFIX or NANC.
Correlation
The correlation between CRFIX and NANC is 0.64, 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. NANC - Performance Comparison
Key characteristics
CRFIX:
1.00
NANC:
1.69
CRFIX:
1.42
NANC:
2.28
CRFIX:
1.18
NANC:
1.31
CRFIX:
1.20
NANC:
2.37
CRFIX:
3.46
NANC:
9.25
CRFIX:
3.62%
NANC:
2.84%
CRFIX:
12.49%
NANC:
15.59%
CRFIX:
-14.42%
NANC:
-11.06%
CRFIX:
-7.23%
NANC:
-0.14%
Returns By Period
In the year-to-date period, CRFIX achieves a 2.45% return, which is significantly lower than NANC's 5.93% return.
CRFIX
2.45%
-0.00%
1.61%
11.68%
N/A
N/A
NANC
5.93%
3.62%
11.64%
25.92%
N/A
N/A
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CRFIX vs. NANC - Expense Ratio Comparison
CRFIX has a 0.74% expense ratio, which is lower than NANC's 0.75% expense ratio.
Risk-Adjusted Performance
CRFIX vs. NANC — Risk-Adjusted Performance Rank
CRFIX
NANC
CRFIX vs. NANC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Focused Value Fund (CRFIX) and Subversive Unusual Whales Democratic ETF (NANC). 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. NANC - Dividend Comparison
CRFIX's dividend yield for the trailing twelve months is around 1.27%, more than NANC's 0.19% yield.
| TTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
CRFIX Calvert Focused Value Fund | 1.27% | 1.31% | 1.02% | 0.16% |
NANC Subversive Unusual Whales Democratic ETF | 0.19% | 0.20% | 0.94% | 0.00% |
Drawdowns
CRFIX vs. NANC - Drawdown Comparison
The maximum CRFIX drawdown since its inception was -14.42%, which is greater than NANC's maximum drawdown of -11.06%. Use the drawdown chart below to compare losses from any high point for CRFIX and NANC. For additional features, visit the drawdowns tool.
Volatility
CRFIX vs. NANC - Volatility Comparison
The current volatility for Calvert Focused Value Fund (CRFIX) is 2.50%, while Subversive Unusual Whales Democratic ETF (NANC) has a volatility of 4.00%. This indicates that CRFIX experiences smaller price fluctuations and is considered to be less risky than NANC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.