CSIFX vs. CONWX
Compare and contrast key facts about Calvert Balanced Fund (CSIFX) and Concorde Wealth Management Fund (CONWX).
CSIFX is managed by Calvert Research and Management. It was launched on Oct 20, 1982. CONWX is managed by BlackRock. It was launched on Dec 3, 1987.
Performance
CSIFX vs. CONWX - Performance Comparison
Loading graphics...
CSIFX vs. CONWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSIFX Calvert Balanced Fund | -6.68% | 11.32% | 18.96% | 16.35% | -15.33% | 14.30% | 15.43% | 23.71% | -2.75% | 10.72% |
CONWX Concorde Wealth Management Fund | 8.18% | 11.95% | 13.58% | 0.20% | -2.51% | 19.73% | 8.76% | 16.84% | -1.95% | 7.17% |
Returns By Period
In the year-to-date period, CSIFX achieves a -6.68% return, which is significantly lower than CONWX's 8.18% return. Both investments have delivered pretty close results over the past 10 years, with CSIFX having a 8.50% annualized return and CONWX not far ahead at 8.62%.
CSIFX
- 1D
- 0.00%
- 1M
- -6.44%
- YTD
- -6.68%
- 6M
- -4.68%
- 1Y
- 6.76%
- 3Y*
- 11.15%
- 5Y*
- 6.46%
- 10Y*
- 8.50%
CONWX
- 1D
- -0.62%
- 1M
- -1.70%
- YTD
- 8.18%
- 6M
- 11.51%
- 1Y
- 17.28%
- 3Y*
- 12.45%
- 5Y*
- 7.53%
- 10Y*
- 8.62%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CSIFX vs. CONWX - Expense Ratio Comparison
CSIFX has a 0.91% expense ratio, which is lower than CONWX's 1.41% expense ratio.
Return for Risk
CSIFX vs. CONWX — Risk / Return Rank
CSIFX
CONWX
CSIFX vs. CONWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Balanced Fund (CSIFX) and Concorde Wealth Management Fund (CONWX). 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.
| CSIFX | CONWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 1.70 | -1.07 |
Sortino ratioReturn per unit of downside risk | 0.96 | 2.36 | -1.40 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.37 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.99 | -1.25 |
Martin ratioReturn relative to average drawdown | 2.98 | 11.30 | -8.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CSIFX | CONWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 1.70 | -1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.74 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.78 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.78 | -0.11 |
Correlation
The correlation between CSIFX and CONWX 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.
Dividends
CSIFX vs. CONWX - Dividend Comparison
CSIFX's dividend yield for the trailing twelve months is around 4.79%, more than CONWX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSIFX Calvert Balanced Fund | 4.79% | 4.76% | 5.23% | 2.37% | 2.32% | 7.61% | 2.43% | 3.45% | 5.25% | 7.41% | 2.68% | 12.56% |
CONWX Concorde Wealth Management Fund | 3.41% | 3.69% | 10.55% | 2.16% | 7.85% | 3.63% | 3.86% | 2.16% | 5.09% | 2.48% | 0.00% | 0.00% |
Drawdowns
CSIFX vs. CONWX - Drawdown Comparison
The maximum CSIFX drawdown since its inception was -38.68%, which is greater than CONWX's maximum drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for CSIFX and CONWX.
Loading graphics...
Drawdown Indicators
| CSIFX | CONWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.68% | -26.09% | -12.59% |
Max Drawdown (1Y)Largest decline over 1 year | -7.98% | -8.60% | +0.62% |
Max Drawdown (5Y)Largest decline over 5 years | -19.95% | -12.49% | -7.46% |
Max Drawdown (10Y)Largest decline over 10 years | -23.77% | -26.09% | +2.32% |
Current DrawdownCurrent decline from peak | -7.98% | -2.03% | -5.95% |
Average DrawdownAverage peak-to-trough decline | -5.32% | -2.78% | -2.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.00% | 1.52% | +0.48% |
Volatility
CSIFX vs. CONWX - Volatility Comparison
Calvert Balanced Fund (CSIFX) has a higher volatility of 3.40% compared to Concorde Wealth Management Fund (CONWX) at 2.12%. This indicates that CSIFX's price experiences larger fluctuations and is considered to be riskier than CONWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CSIFX | CONWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 2.12% | +1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 6.36% | 5.43% | +0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.40% | 10.70% | +0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.84% | 10.26% | +0.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.01% | 11.15% | -0.14% |