Calvert High Yield Bond Fund (CYBIX.O)

At A Glance

You hold CYBIX.O in 0 portfolios

Net Asset Value

26.00USD

 -0.10 -0.38%

09/24/2020

Category
General Domestic
YTD Return (Cumulative)
 -0.24%
Classification
High Yield
5 Year Return (Annualized)
 5.08%
Manager Benchmark
Lipper High Yield Bd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

CYBIX.O — More Risk, More Return

Roll over fund for details

CYBIX.O outperforms 53 funds in its category for 3 Year Return, which is higher than the category median.

CYBIX.O has a lower risk than 44 other funds in its category, but its risk/return ratio is still higher than the category median.

Compare CYBIX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.54%
 
 
Max 12b-1 Fee RatioNone
 
Early Redemption Fee0.00%
 
Expense Ratio0.76
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$452 in fees
$20,402 before
 
$19,949 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Sep 25, 2020)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
CYBIX.O7.3770.3730.10.560.06
Lipper High Yield Bd IX
Lipper Classification Index
9.60.2640.110.7510.982
BBG Barc US Agg TRIX
Broad-Based Index
3.3971.0280.1050.5580.062

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