CSIBX vs. AMFIX
CSIBX (Calvert Bond Fund) and AMFIX (AAMA Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 5 years, CSIBX returned 0.57%/yr vs 0.76%/yr for AMFIX. A 0.80 correlation means they provide meaningful diversification when combined. CSIBX charges 0.73%/yr vs 0.92%/yr for AMFIX.
Performance
CSIBX vs. AMFIX - Performance Comparison
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Returns By Period
In the year-to-date period, CSIBX achieves a -0.11% return, which is significantly lower than AMFIX's 0.18% return.
CSIBX
- 1D
- -0.27%
- 1M
- 0.69%
- YTD
- -0.11%
- 6M
- 0.31%
- 1Y
- 4.37%
- 3Y*
- 4.58%
- 5Y*
- 0.57%
- 10Y*
- 2.14%
AMFIX
- 1D
- -0.12%
- 1M
- 0.08%
- YTD
- 0.18%
- 6M
- 0.32%
- 1Y
- 2.10%
- 3Y*
- 3.27%
- 5Y*
- 0.76%
- 10Y*
- —
CSIBX vs. AMFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSIBX Calvert Bond Fund | -0.11% | 7.93% | 2.45% | 6.55% | -12.85% | 0.11% | 7.39% | 8.44% | -0.16% | 0.10% |
AMFIX AAMA Income Fund | 0.18% | 3.74% | 3.48% | 3.84% | -6.26% | -1.37% | 2.24% | 2.47% | 0.89% | -0.44% |
Correlation
The correlation between CSIBX and AMFIX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.82 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.85 |
Correlation (All Time) Calculated using the full available price history since Aug 30, 2017 | 0.80 |
The correlation between CSIBX and AMFIX has been stable across timeframes, ranging from 0.80 to 0.85 - a consistent structural relationship.
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Return for Risk
CSIBX vs. AMFIX — Risk / Return Rank
CSIBX
AMFIX
CSIBX vs. AMFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Bond Fund (CSIBX) and AAMA Income Fund (AMFIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSIBX | AMFIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.80 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.40 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.46 | 2.97 | -1.51 |
| Martin ratioReturn relative to average drawdown | 4.16 | 9.10 | -4.94 |
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Drawdowns
CSIBX vs. AMFIX - Drawdown Comparison
The maximum CSIBX drawdown since its inception was -17.57%, which is greater than AMFIX's maximum drawdown of -9.35%. Use the drawdown chart below to compare losses from any high point for CSIBX and AMFIX.
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Drawdown Indicators
| CSIBX | AMFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.57% | -9.35% | -8.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.14% | -0.74% | -2.40% |
Max Drawdown (3Y)Largest decline over 3 years | -5.95% | -0.88% | -5.07% |
Max Drawdown (5Y)Largest decline over 5 years | -17.57% | -8.91% | -8.66% |
Max Drawdown (10Y)Largest decline over 10 years | -17.57% | — | — |
Current DrawdownCurrent decline from peak | -1.86% | -0.52% | -1.34% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -2.01% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 0.24% | +0.86% |
Volatility
CSIBX vs. AMFIX - Volatility Comparison
Calvert Bond Fund (CSIBX) has a higher volatility of 1.21% compared to AAMA Income Fund (AMFIX) at 0.46%. This indicates that CSIBX's price experiences larger fluctuations and is considered to be riskier than AMFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSIBX | AMFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 0.46% | +0.75% |
Volatility (6M)Calculated over the trailing 6-month period | 3.03% | 0.92% | +2.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.92% | 1.12% | +2.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.51% | 2.17% | +3.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.56% | 1.74% | +2.82% |
CSIBX vs. AMFIX - Expense Ratio Comparison
CSIBX has a 0.73% expense ratio, which is lower than AMFIX's 0.92% expense ratio.
Dividends
CSIBX vs. AMFIX - Dividend Comparison
CSIBX's dividend yield for the trailing twelve months is around 4.32%, more than AMFIX's 2.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMFIX AAMA Income Fund | 2.22% | 2.08% | 2.44% | 1.70% | 0.83% | 0.57% | 0.83% | 1.24% | 1.24% | 0.40% | 0.00% | 0.00% |
CSIBX Calvert Bond Fund | 4.32% | 4.35% | 4.18% | 3.28% | 2.34% | 3.12% | 3.39% | 3.43% | 2.49% | 2.22% | 2.58% | 2.45% |
Frequently Asked Questions
CSIBX and AMFIX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CSIBX has higher volatility (1.21%) compared to AMFIX (0.46%). In terms of maximum drawdown, CSIBX dropped -17.57% vs AMFIX's -9.35%.
AMFIX currently has the higher Sharpe Ratio (1.97 vs 1.18), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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