CRFIX vs. USA
Compare and contrast key facts about Calvert Focused Value Fund (CRFIX) and Liberty All-Star Equity Fund (USA).
CRFIX is managed by Calvert Research and Management. It was launched on Apr 28, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CRFIX or USA.
Correlation
The correlation between CRFIX and USA is 0.71, 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
CRFIX vs. USA - Performance Comparison
Key characteristics
CRFIX:
0.89
USA:
1.29
CRFIX:
1.27
USA:
1.83
CRFIX:
1.16
USA:
1.23
CRFIX:
1.05
USA:
2.23
CRFIX:
3.03
USA:
7.19
CRFIX:
3.65%
USA:
2.48%
CRFIX:
12.46%
USA:
13.88%
CRFIX:
-14.42%
USA:
-69.06%
CRFIX:
-7.15%
USA:
-1.53%
Returns By Period
In the year-to-date period, CRFIX achieves a 2.54% return, which is significantly lower than USA's 4.15% return.
CRFIX
2.54%
0.09%
1.18%
12.30%
N/A
N/A
USA
4.15%
1.52%
7.53%
19.08%
11.26%
12.68%
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Risk-Adjusted Performance
CRFIX vs. USA — Risk-Adjusted Performance Rank
CRFIX
USA
CRFIX vs. USA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Focused Value Fund (CRFIX) and Liberty All-Star Equity Fund (USA). 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. USA - Dividend Comparison
CRFIX's dividend yield for the trailing twelve months is around 1.27%, less than USA's 10.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRFIX Calvert Focused Value Fund | 1.27% | 1.31% | 1.02% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USA Liberty All-Star Equity Fund | 10.04% | 10.22% | 9.56% | 12.11% | 9.67% | 9.26% | 9.88% | 12.81% | 9.01% | 9.43% | 9.66% | 6.61% |
Drawdowns
CRFIX vs. USA - Drawdown Comparison
The maximum CRFIX drawdown since its inception was -14.42%, smaller than the maximum USA drawdown of -69.06%. Use the drawdown chart below to compare losses from any high point for CRFIX and USA. For additional features, visit the drawdowns tool.
Volatility
CRFIX vs. USA - Volatility Comparison
The current volatility for Calvert Focused Value Fund (CRFIX) is 2.48%, while Liberty All-Star Equity Fund (USA) has a volatility of 3.08%. This indicates that CRFIX experiences smaller price fluctuations and is considered to be less risky than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.