Find A Portfolio/Ticker
Comparison Box
CYBIX: CALVERT HIGH YIELD BOND FUND CLASS I (MUTUAL FUND)
Basic Info 24.11 0.02(0.08%) March 27
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (13%) |
Start Date: | 08/08/2001 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 4.86% |
Expenses | 1.02% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/08/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 0.9 | 10.4 | 1.3 | 3.2 | 3.1 | 6.8 | 4.6 | 11.5 | 11.1 | -10.7 | 3.6 | 5.4 | 12.8 | -2.5 | 6.1 | 11.6 | -2.1 | -0.8 | 8.6 | 15.4 | 5.9 | 16.1 | 34.6 | -21.9 | 1.8 | 7.1 | -0.3 | 3.9 | 13.3 | -16.3 | 385.5 |
Sharpe Ratio | NA | -0.02 | 1.56 | -0.17 | 0.28 | 0.43 | NA | NA | 0.3 | 1.37 | -1.68 | 1.46 | 0.55 | 4.8 | -1.6 | 3.64 | 3.41 | -0.67 | -0.25 | 3.26 | 6.94 | 1.55 | 5.26 | 7.2 | -2.16 | -0.34 | 1.04 | -0.46 | 0.27 | 2.41 | -2.11 | 23.89 |
Draw Down(%) | NA | 1.0 | 3.3 | 14.6 | 17.5 | 17.5 | NA | NA | 30.1 | 4.0 | 14.6 | 2.1 | 17.5 | 0.8 | 3.9 | 1.3 | 2.9 | 6.5 | 7.4 | 4.1 | 2.1 | 7.7 | 3.9 | 6.1 | 28.7 | 6.6 | 3.4 | 6.1 | 11.9 | 5.2 | 21.6 | 9.4 |
Standard Deviation(%) | NA | 3.1 | 4.3 | 5.3 | 6.0 | 4.7 | NA | NA | 34.3 | 5.0 | 7.2 | 2.5 | 9.4 | 2.4 | 2.4 | 1.5 | 3.3 | 3.2 | 3.2 | 2.6 | 2.2 | 3.8 | 3.0 | 4.8 | 10.5 | 3.7 | 3.7 | 5.4 | 11.3 | 5.2 | 8.3 | 260.7 |
Treynor Ratio | NA | 0.0 | 0.08 | -0.01 | 0.02 | 0.03 | NA | NA | 0.14 | 0.08 | -0.13 | 0.04 | 0.06 | 0.19 | -0.08 | 0.18 | 0.2 | -0.03 | -0.01 | 0.14 | 0.34 | 0.1 | 0.34 | 0.58 | -0.24 | -0.02 | 0.08 | -0.03 | 0.05 | 0.28 | -0.2 | 114.86 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.07 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | -0.02 | 0.02 | 0.03 | 0.01 | 0.04 | 0.04 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.08 | 4.13 |
Beta | NA | 0.8 | 0.83 | 0.89 | 0.87 | 0.79 | NA | NA | 0.72 | 0.85 | 0.92 | 0.87 | 0.86 | 0.61 | 0.49 | 0.31 | 0.58 | 0.63 | 0.71 | 0.6 | 0.46 | 0.58 | 0.47 | 0.6 | 0.95 | 0.69 | 0.49 | 0.75 | 0.6 | 0.45 | 0.87 | 0.54 |
RSquared | NA | 0.83 | 0.9 | 0.9 | 0.92 | 0.84 | NA | NA | 0.0 | 0.91 | 0.91 | 0.7 | 0.95 | 0.74 | 0.58 | 0.35 | 0.75 | 0.6 | 0.59 | 0.55 | 0.41 | 0.65 | 0.47 | 0.59 | 0.65 | 0.57 | 0.12 | 0.18 | 0.03 | 0.09 | 0.25 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/08/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) 0.0% (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) 0.0% (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) 0.16% (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) 0.12% (95%)
- PRHYX (T. Rowe Price High Yield Fd In) 0.0% (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) 0.56% (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) 0.45% (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) 0.0% (93%)
- STHTX (RIDGEWORTH SEIX HIGH INCOME FUND I SHARES) (93%)
- PHAYX (Putnam High Yield Advantage Y) 0.18% (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) 0.53% (94%)
- PHB (Invesco Fundamental High Yield® Corporate Bond ETF) 0.28% (94%)
- JNK (SPDR® Bloomberg High Yield Bond ETF) 0.54% (94%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) 0.54% (32%)
- SJNK (SPDR® Bloomberg Short Term High Yield Bond ETF) 0.36% (31%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) 0.45% (30%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) 0.51% (100%)
- DSU (BlackRock Debt Strategies Closed Fund) 0.45% (99%)
- BLW (BlackRock Limited Duration Income Trust) 0.93% (99%)
- DHY (Credit Suisse High Yield Bond Fund) 0.0% (99%)
- CIK (Credit Suisse Asset Management IF) 0.33% (99%)
- DHF (BNY Mellon High Yield Strategies Fund) 0.42% (98%)
- EAD (Allspring Income Opportunities Fund) 0.60% (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) 0.08% (98%)
- MCI (Barings Corporate Investors) 0.56% (98%)
- MPV (Barings Participation Investors (the Trust)) 1.50% (97%)