CSIBX vs. ARINX
Compare and contrast key facts about Calvert Bond Fund (CSIBX) and Archer Income Fund (ARINX).
CSIBX is managed by Calvert Research and Management. It was launched on Aug 24, 1987. ARINX is managed by Archer. It was launched on Mar 11, 2011.
Performance
CSIBX vs. ARINX - Performance Comparison
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CSIBX vs. ARINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSIBX Calvert Bond Fund | -0.88% | 7.93% | 2.45% | 6.55% | -12.85% | 0.11% | 7.39% | 8.44% | -0.16% | 4.19% |
ARINX Archer Income Fund | -0.43% | 4.42% | 4.90% | 3.99% | -6.84% | 1.52% | 4.29% | 6.19% | 0.35% | 3.18% |
Returns By Period
In the year-to-date period, CSIBX achieves a -0.88% return, which is significantly lower than ARINX's -0.43% return. Both investments have delivered pretty close results over the past 10 years, with CSIBX having a 2.25% annualized return and ARINX not far ahead at 2.29%.
CSIBX
- 1D
- 0.48%
- 1M
- -2.61%
- YTD
- -0.88%
- 6M
- 0.26%
- 1Y
- 4.14%
- 3Y*
- 4.10%
- 5Y*
- 0.72%
- 10Y*
- 2.25%
ARINX
- 1D
- -0.06%
- 1M
- -1.63%
- YTD
- -0.43%
- 6M
- 0.38%
- 1Y
- 3.40%
- 3Y*
- 4.30%
- 5Y*
- 1.33%
- 10Y*
- 2.29%
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CSIBX vs. ARINX - Expense Ratio Comparison
CSIBX has a 0.73% expense ratio, which is lower than ARINX's 0.98% expense ratio.
Return for Risk
CSIBX vs. ARINX — Risk / Return Rank
CSIBX
ARINX
CSIBX vs. ARINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Bond Fund (CSIBX) and Archer Income Fund (ARINX). 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.
| CSIBX | ARINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.86 | -0.77 |
Sortino ratioReturn per unit of downside risk | 1.57 | 2.62 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.38 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 2.02 | -0.36 |
Martin ratioReturn relative to average drawdown | 5.72 | 9.01 | -3.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSIBX | ARINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.86 | -0.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.00 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.00 | +0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.00 | +1.04 |
Correlation
The correlation between CSIBX and ARINX is 0.67, 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.
Dividends
CSIBX vs. ARINX - Dividend Comparison
CSIBX's dividend yield for the trailing twelve months is around 4.03%, more than ARINX's 3.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSIBX Calvert Bond Fund | 4.03% | 4.35% | 4.18% | 3.28% | 2.34% | 3.12% | 3.39% | 3.43% | 2.49% | 2.22% | 2.58% | 2.45% |
ARINX Archer Income Fund | 3.20% | 2.72% | 3.77% | 3.15% | 2.72% | 2.56% | 2.66% | 2.69% | 2.84% | 2.94% | 2.84% | 2.79% |
Drawdowns
CSIBX vs. ARINX - Drawdown Comparison
The maximum CSIBX drawdown since its inception was -17.57%, smaller than the maximum ARINX drawdown of -97.42%. Use the drawdown chart below to compare losses from any high point for CSIBX and ARINX.
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Drawdown Indicators
| CSIBX | ARINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.57% | -97.42% | +79.85% |
Max Drawdown (1Y)Largest decline over 1 year | -3.08% | -1.63% | -1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -17.57% | -97.42% | +79.85% |
Max Drawdown (10Y)Largest decline over 10 years | -17.57% | -97.42% | +79.85% |
Current DrawdownCurrent decline from peak | -2.61% | -97.31% | +94.70% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -9.35% | +7.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 0.36% | +0.53% |
Volatility
CSIBX vs. ARINX - Volatility Comparison
Calvert Bond Fund (CSIBX) has a higher volatility of 1.66% compared to Archer Income Fund (ARINX) at 0.78%. This indicates that CSIBX's price experiences larger fluctuations and is considered to be riskier than ARINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSIBX | ARINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.66% | 0.78% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 2.61% | 1.17% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.25% | 1.85% | +2.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.45% | 1,971.76% | -1,966.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.52% | 1,394.31% | -1,389.79% |