CSIBX vs. DODLX
Compare and contrast key facts about Calvert Bond Fund (CSIBX) and Dodge & Cox Global Bond Fund (DODLX).
CSIBX is managed by Calvert Research and Management. It was launched on Aug 24, 1987. DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSIBX or DODLX.
Correlation
The correlation between CSIBX and DODLX is 0.54, 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
CSIBX vs. DODLX - Performance Comparison
Key characteristics
CSIBX:
1.13
DODLX:
0.99
CSIBX:
1.66
DODLX:
1.43
CSIBX:
1.20
DODLX:
1.17
CSIBX:
0.52
DODLX:
0.84
CSIBX:
3.06
DODLX:
2.12
CSIBX:
1.85%
DODLX:
2.47%
CSIBX:
4.98%
DODLX:
5.32%
CSIBX:
-18.16%
DODLX:
-17.05%
CSIBX:
-4.89%
DODLX:
-2.96%
Returns By Period
In the year-to-date period, CSIBX achieves a 0.77% return, which is significantly lower than DODLX's 2.38% return. Over the past 10 years, CSIBX has underperformed DODLX with an annualized return of 1.62%, while DODLX has yielded a comparatively higher 3.43% annualized return.
CSIBX
0.77%
1.12%
-0.04%
4.99%
0.06%
1.62%
DODLX
2.38%
2.28%
-0.82%
4.47%
2.58%
3.43%
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CSIBX vs. DODLX - Expense Ratio Comparison
CSIBX has a 0.73% expense ratio, which is higher than DODLX's 0.45% expense ratio.
Risk-Adjusted Performance
CSIBX vs. DODLX — Risk-Adjusted Performance Rank
CSIBX
DODLX
CSIBX vs. DODLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Bond Fund (CSIBX) and Dodge & Cox Global Bond Fund (DODLX). 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
CSIBX vs. DODLX - Dividend Comparison
CSIBX's dividend yield for the trailing twelve months is around 4.17%, less than DODLX's 4.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSIBX Calvert Bond Fund | 4.17% | 4.56% | 3.97% | 2.82% | 1.92% | 2.15% | 2.52% | 2.50% | 2.21% | 2.51% | 2.46% | 2.37% |
DODLX Dodge & Cox Global Bond Fund | 4.62% | 4.73% | 3.31% | 5.05% | 2.49% | 2.21% | 3.40% | 4.21% | 2.34% | 1.69% | 0.00% | 1.40% |
Drawdowns
CSIBX vs. DODLX - Drawdown Comparison
The maximum CSIBX drawdown since its inception was -18.16%, which is greater than DODLX's maximum drawdown of -17.05%. Use the drawdown chart below to compare losses from any high point for CSIBX and DODLX. For additional features, visit the drawdowns tool.
Volatility
CSIBX vs. DODLX - Volatility Comparison
The current volatility for Calvert Bond Fund (CSIBX) is 1.19%, while Dodge & Cox Global Bond Fund (DODLX) has a volatility of 1.42%. This indicates that CSIBX experiences smaller price fluctuations and is considered to be less risky than DODLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.