CVMIX vs. CYBIX
Compare and contrast key facts about Calvert Emerging Markets Equity Fund (CVMIX) and Calvert High Yield Bond Fund (CYBIX).
CVMIX is managed by Calvert Research and Management. It was launched on Oct 30, 2012. CYBIX is managed by Calvert Research and Management. It was launched on Jul 9, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CVMIX or CYBIX.
Correlation
The correlation between CVMIX and CYBIX is 0.45, 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
CVMIX vs. CYBIX - Performance Comparison
Key characteristics
CVMIX:
0.45
CYBIX:
2.15
CVMIX:
0.78
CYBIX:
3.11
CVMIX:
1.10
CYBIX:
1.46
CVMIX:
0.24
CYBIX:
2.09
CVMIX:
1.32
CYBIX:
9.85
CVMIX:
6.41%
CYBIX:
0.69%
CVMIX:
18.29%
CYBIX:
3.27%
CVMIX:
-43.96%
CYBIX:
-30.12%
CVMIX:
-23.27%
CYBIX:
-0.36%
Returns By Period
In the year-to-date period, CVMIX achieves a 7.66% return, which is significantly higher than CYBIX's 1.38% return. Both investments have delivered pretty close results over the past 10 years, with CVMIX having a 4.01% annualized return and CYBIX not far behind at 3.90%.
CVMIX
7.66%
10.88%
1.61%
8.15%
5.35%
4.01%
CYBIX
1.38%
2.52%
1.51%
6.98%
4.78%
3.90%
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CVMIX vs. CYBIX - Expense Ratio Comparison
CVMIX has a 0.99% expense ratio, which is higher than CYBIX's 0.76% expense ratio.
Risk-Adjusted Performance
CVMIX vs. CYBIX — Risk-Adjusted Performance Rank
CVMIX
CYBIX
CVMIX vs. CYBIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Emerging Markets Equity Fund (CVMIX) and Calvert High Yield Bond Fund (CYBIX). 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
CVMIX vs. CYBIX - Dividend Comparison
CVMIX's dividend yield for the trailing twelve months is around 0.59%, less than CYBIX's 5.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVMIX Calvert Emerging Markets Equity Fund | 0.59% | 0.63% | 0.92% | 0.79% | 0.76% | 0.41% | 0.68% | 1.24% | 0.27% | 0.85% | 1.25% | 0.60% |
CYBIX Calvert High Yield Bond Fund | 5.34% | 5.70% | 5.38% | 4.97% | 4.22% | 4.49% | 5.00% | 5.20% | 4.92% | 5.52% | 5.79% | 5.94% |
Drawdowns
CVMIX vs. CYBIX - Drawdown Comparison
The maximum CVMIX drawdown since its inception was -43.96%, which is greater than CYBIX's maximum drawdown of -30.12%. Use the drawdown chart below to compare losses from any high point for CVMIX and CYBIX. For additional features, visit the drawdowns tool.
Volatility
CVMIX vs. CYBIX - Volatility Comparison
Calvert Emerging Markets Equity Fund (CVMIX) has a higher volatility of 5.13% compared to Calvert High Yield Bond Fund (CYBIX) at 1.04%. This indicates that CVMIX's price experiences larger fluctuations and is considered to be riskier than CYBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.