Correlation
The correlation between CYBIX and VCIT is 0.01, 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.
CYBIX vs. VCIT
Compare and contrast key facts about Calvert High Yield Bond Fund (CYBIX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
CYBIX is managed by Calvert Research and Management. It was launched on Jul 9, 2001. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CYBIX or VCIT.
Performance
CYBIX vs. VCIT - Performance Comparison
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Key characteristics
CYBIX:
2.56
VCIT:
1.41
CYBIX:
3.71
VCIT:
2.01
CYBIX:
1.56
VCIT:
1.25
CYBIX:
2.52
VCIT:
0.83
CYBIX:
11.95
VCIT:
4.66
CYBIX:
0.69%
VCIT:
1.69%
CYBIX:
3.32%
VCIT:
5.58%
CYBIX:
-30.12%
VCIT:
-20.56%
CYBIX:
-0.08%
VCIT:
-1.99%
Returns By Period
In the year-to-date period, CYBIX achieves a 2.46% return, which is significantly lower than VCIT's 3.36% return. Over the past 10 years, CYBIX has outperformed VCIT with an annualized return of 3.95%, while VCIT has yielded a comparatively lower 2.95% annualized return.
CYBIX
2.46%
0.62%
2.10%
7.73%
5.82%
4.35%
3.95%
VCIT
3.36%
0.68%
1.73%
7.31%
3.72%
0.77%
2.95%
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CYBIX vs. VCIT - Expense Ratio Comparison
CYBIX has a 0.76% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Risk-Adjusted Performance
CYBIX vs. VCIT — Risk-Adjusted Performance Rank
CYBIX
VCIT
CYBIX vs. VCIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert High Yield Bond Fund (CYBIX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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. VCIT - Dividend Comparison
CYBIX's dividend yield for the trailing twelve months is around 5.32%, more than VCIT's 4.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CYBIX Calvert High Yield Bond Fund | 5.32% | 5.70% | 5.38% | 4.97% | 4.22% | 4.49% | 5.00% | 5.20% | 4.92% | 5.52% | 5.79% | 8.57% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.47% | 4.43% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
Drawdowns
CYBIX vs. VCIT - Drawdown Comparison
The maximum CYBIX drawdown since its inception was -30.12%, which is greater than VCIT's maximum drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for CYBIX and VCIT.
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Volatility
CYBIX vs. VCIT - Volatility Comparison
The current volatility for Calvert High Yield Bond Fund (CYBIX) is 0.81%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.57%. This indicates that CYBIX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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