CYBIX vs. CVMIX
Compare and contrast key facts about Calvert High Yield Bond Fund (CYBIX) and Calvert Emerging Markets Equity Fund (CVMIX).
CYBIX is managed by Calvert Research and Management. It was launched on Jul 9, 2001. CVMIX is managed by Calvert Research and Management. It was launched on Oct 30, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CYBIX or CVMIX.
Correlation
The correlation between CYBIX and CVMIX 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
CYBIX vs. CVMIX - Performance Comparison
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Key characteristics
CYBIX:
2.16
CVMIX:
0.43
CYBIX:
3.13
CVMIX:
0.76
CYBIX:
1.47
CVMIX:
1.10
CYBIX:
2.10
CVMIX:
0.24
CYBIX:
9.91
CVMIX:
1.27
CYBIX:
0.69%
CVMIX:
6.41%
CYBIX:
3.27%
CVMIX:
18.29%
CYBIX:
-30.12%
CVMIX:
-43.96%
CYBIX:
-0.32%
CVMIX:
-23.47%
Returns By Period
In the year-to-date period, CYBIX achieves a 1.42% return, which is significantly lower than CVMIX's 7.37% return. Both investments have delivered pretty close results over the past 10 years, with CYBIX having a 3.89% annualized return and CVMIX not far ahead at 3.97%.
CYBIX
1.42%
2.57%
1.55%
7.07%
4.79%
3.89%
CVMIX
7.37%
12.74%
1.34%
7.42%
5.24%
3.97%
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CYBIX vs. CVMIX - Expense Ratio Comparison
CYBIX has a 0.76% expense ratio, which is lower than CVMIX's 0.99% expense ratio.
Risk-Adjusted Performance
CYBIX vs. CVMIX — Risk-Adjusted Performance Rank
CYBIX
CVMIX
CYBIX vs. CVMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert High Yield Bond Fund (CYBIX) and Calvert Emerging Markets Equity Fund (CVMIX). 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.
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Dividends
CYBIX vs. CVMIX - Dividend Comparison
CYBIX's dividend yield for the trailing twelve months is around 5.34%, more than CVMIX's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
CYBIX vs. CVMIX - Drawdown Comparison
The maximum CYBIX drawdown since its inception was -30.12%, smaller than the maximum CVMIX drawdown of -43.96%. Use the drawdown chart below to compare losses from any high point for CYBIX and CVMIX. For additional features, visit the drawdowns tool.
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Volatility
CYBIX vs. CVMIX - Volatility Comparison
The current volatility for Calvert High Yield Bond Fund (CYBIX) is 1.03%, while Calvert Emerging Markets Equity Fund (CVMIX) has a volatility of 5.15%. This indicates that CYBIX experiences smaller price fluctuations and is considered to be less risky than CVMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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