CYBIX vs. VWEHX
Compare and contrast key facts about Calvert High Yield Bond Fund (CYBIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
CYBIX is managed by Calvert Research and Management. It was launched on Jul 9, 2001. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CYBIX or VWEHX.
Correlation
The correlation between CYBIX and VWEHX is 0.72, 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.
Performance
CYBIX vs. VWEHX - Performance Comparison
Key characteristics
CYBIX:
3.06
VWEHX:
2.51
CYBIX:
5.29
VWEHX:
4.14
CYBIX:
1.69
VWEHX:
1.61
CYBIX:
4.94
VWEHX:
4.19
CYBIX:
17.87
VWEHX:
13.72
CYBIX:
0.48%
VWEHX:
0.57%
CYBIX:
2.82%
VWEHX:
3.11%
CYBIX:
-30.12%
VWEHX:
-30.17%
CYBIX:
-0.20%
VWEHX:
-0.18%
Returns By Period
In the year-to-date period, CYBIX achieves a 1.06% return, which is significantly higher than VWEHX's 0.74% return. Over the past 10 years, CYBIX has underperformed VWEHX with an annualized return of 4.01%, while VWEHX has yielded a comparatively higher 4.37% annualized return.
CYBIX
1.06%
0.56%
2.92%
8.60%
3.10%
4.01%
VWEHX
0.74%
0.18%
2.41%
7.99%
3.33%
4.37%
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CYBIX vs. VWEHX - Expense Ratio Comparison
CYBIX has a 0.76% expense ratio, which is higher than VWEHX's 0.23% expense ratio.
Risk-Adjusted Performance
CYBIX vs. VWEHX — Risk-Adjusted Performance Rank
CYBIX
VWEHX
CYBIX vs. VWEHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert High Yield Bond Fund (CYBIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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. VWEHX - Dividend Comparison
CYBIX's dividend yield for the trailing twelve months is around 5.70%, more than VWEHX's 5.59% 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% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 5.59% | 6.13% | 5.68% | 5.11% | 4.15% | 4.62% | 5.25% | 5.93% | 5.30% | 5.39% | 5.88% | 5.59% |
Drawdowns
CYBIX vs. VWEHX - Drawdown Comparison
The maximum CYBIX drawdown since its inception was -30.12%, roughly equal to the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for CYBIX and VWEHX. For additional features, visit the drawdowns tool.
Volatility
CYBIX vs. VWEHX - Volatility Comparison
Calvert High Yield Bond Fund (CYBIX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) have volatilities of 0.74% and 0.73%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.