CYBIX vs. TIREX
Compare and contrast key facts about Calvert High Yield Bond Fund (CYBIX) and TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX).
CYBIX is managed by Calvert Research and Management. It was launched on Jul 9, 2001. TIREX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CYBIX or TIREX.
Correlation
The correlation between CYBIX and TIREX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
CYBIX vs. TIREX - Performance Comparison
Key characteristics
CYBIX:
3.07
TIREX:
0.88
CYBIX:
5.31
TIREX:
1.27
CYBIX:
1.69
TIREX:
1.16
CYBIX:
4.96
TIREX:
0.45
CYBIX:
17.97
TIREX:
2.91
CYBIX:
0.48%
TIREX:
4.81%
CYBIX:
2.82%
TIREX:
15.75%
CYBIX:
-30.12%
TIREX:
-77.64%
CYBIX:
-0.12%
TIREX:
-15.76%
Returns By Period
In the year-to-date period, CYBIX achieves a 1.14% return, which is significantly lower than TIREX's 2.95% return. Over the past 10 years, CYBIX has outperformed TIREX with an annualized return of 4.03%, while TIREX has yielded a comparatively lower 3.78% annualized return.
CYBIX
1.14%
0.81%
3.08%
8.69%
3.12%
4.03%
TIREX
2.95%
2.83%
1.58%
12.49%
1.58%
3.78%
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CYBIX vs. TIREX - Expense Ratio Comparison
CYBIX has a 0.76% expense ratio, which is higher than TIREX's 0.47% expense ratio.
Risk-Adjusted Performance
CYBIX vs. TIREX — Risk-Adjusted Performance Rank
CYBIX
TIREX
CYBIX vs. TIREX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert High Yield Bond Fund (CYBIX) and TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX). 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
CYBIX vs. TIREX - Dividend Comparison
CYBIX's dividend yield for the trailing twelve months is around 5.70%, more than TIREX's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CYBIX Calvert High Yield Bond Fund | 5.70% | 5.70% | 5.38% | 4.97% | 4.22% | 4.49% | 5.00% | 5.20% | 4.92% | 5.52% | 5.79% | 5.94% |
TIREX TIAA-CREF Real Estate Securities Fund Institutional Class | 3.00% | 3.09% | 2.72% | 2.19% | 1.41% | 1.80% | 1.68% | 2.60% | 1.55% | 2.63% | 2.00% | 1.69% |
Drawdowns
CYBIX vs. TIREX - Drawdown Comparison
The maximum CYBIX drawdown since its inception was -30.12%, smaller than the maximum TIREX drawdown of -77.64%. Use the drawdown chart below to compare losses from any high point for CYBIX and TIREX. For additional features, visit the drawdowns tool.
Volatility
CYBIX vs. TIREX - Volatility Comparison
The current volatility for Calvert High Yield Bond Fund (CYBIX) is 0.73%, while TIAA-CREF Real Estate Securities Fund Institutional Class (TIREX) has a volatility of 4.41%. This indicates that CYBIX experiences smaller price fluctuations and is considered to be less risky than TIREX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.