PTIAX vs. CFICX
Compare and contrast key facts about Performance Trust Strategic Bond Fund (PTIAX) and Calvert Income Fund (CFICX).
PTIAX is managed by Performance Trust Asset Management. It was launched on Aug 31, 2010. CFICX is managed by Calvert Research and Management. It was launched on Oct 12, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTIAX or CFICX.
Correlation
The correlation between PTIAX and CFICX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PTIAX vs. CFICX - Performance Comparison
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Key characteristics
PTIAX:
0.68
CFICX:
1.32
PTIAX:
1.01
CFICX:
1.94
PTIAX:
1.12
CFICX:
1.23
PTIAX:
0.49
CFICX:
0.61
PTIAX:
2.05
CFICX:
4.45
PTIAX:
1.80%
CFICX:
1.41%
PTIAX:
5.36%
CFICX:
4.85%
PTIAX:
-16.42%
CFICX:
-92.23%
PTIAX:
-3.24%
CFICX:
-3.53%
Returns By Period
In the year-to-date period, PTIAX achieves a 0.66% return, which is significantly lower than CFICX's 1.94% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: PTIAX at 2.82% and CFICX at 2.82%.
PTIAX
0.66%
0.13%
0.35%
3.65%
2.53%
1.09%
2.82%
CFICX
1.94%
1.10%
2.35%
6.34%
3.73%
2.16%
2.82%
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PTIAX vs. CFICX - Expense Ratio Comparison
PTIAX has a 0.76% expense ratio, which is lower than CFICX's 0.92% expense ratio.
Risk-Adjusted Performance
PTIAX vs. CFICX — Risk-Adjusted Performance Rank
PTIAX
CFICX
PTIAX vs. CFICX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Performance Trust Strategic Bond Fund (PTIAX) and Calvert Income Fund (CFICX). 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
PTIAX vs. CFICX - Dividend Comparison
PTIAX's dividend yield for the trailing twelve months is around 4.57%, less than CFICX's 5.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTIAX Performance Trust Strategic Bond Fund | 4.57% | 4.45% | 4.03% | 3.96% | 3.26% | 3.86% | 4.12% | 4.47% | 5.51% | 5.49% | 4.87% | 4.54% |
CFICX Calvert Income Fund | 5.23% | 5.35% | 4.67% | 3.84% | 2.70% | 2.98% | 3.25% | 3.60% | 2.95% | 3.22% | 2.88% | 2.93% |
Drawdowns
PTIAX vs. CFICX - Drawdown Comparison
The maximum PTIAX drawdown since its inception was -16.42%, smaller than the maximum CFICX drawdown of -92.23%. Use the drawdown chart below to compare losses from any high point for PTIAX and CFICX. For additional features, visit the drawdowns tool.
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Volatility
PTIAX vs. CFICX - Volatility Comparison
Performance Trust Strategic Bond Fund (PTIAX) has a higher volatility of 1.60% compared to Calvert Income Fund (CFICX) at 1.34%. This indicates that PTIAX's price experiences larger fluctuations and is considered to be riskier than CFICX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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