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CDICX: CALVERT SHORT DURATION INCOME FUND CLASS C (MUTUAL FUND)
Basic Info 15.3 0.02(0.13%) April 25
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (57%) |
Start Date: | 10/23/2002 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.76% |
Expenses | 0.51% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/23/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | -0.1 | 3.9 | 0.2 | 1.4 | 1.2 | 1.9 | 2.2 | 2.3 | 6.4 | -5.5 | 0.4 | 3.7 | 5.4 | -0.7 | 1.4 | 2.4 | -0.5 | -0.0 | 0.0 | 5.6 | -0.4 | 2.9 | 11.2 | -1.7 | 4.8 | 4.4 | 2.5 | 2.7 | 6.5 | -0.5 |
Sharpe Ratio | NA | -1.54 | 0.22 | -0.85 | -0.04 | 0.05 | NA | NA | 0.67 | 0.76 | -2.66 | 0.37 | 0.79 | 2.91 | -2.31 | 0.83 | 1.85 | -0.43 | -0.02 | 0.0 | 5.02 | -0.21 | 1.9 | 6.5 | -1.03 | 1.28 | 1.39 | 0.39 | 1.13 | 2.8 | -0.6 |
Draw Down(%) | NA | 0.9 | 1.1 | 8.2 | 9.9 | 9.9 | NA | NA | 9.9 | 1.4 | 7.6 | 0.9 | 9.9 | 0.7 | 0.9 | 0.5 | 1.3 | 1.7 | 1.5 | 2.2 | 0.6 | 3.1 | 1.1 | 0.5 | 4.7 | 0.8 | 0.3 | 0.3 | 2.0 | 1.5 | 2.5 |
Standard Deviation(%) | NA | 2.5 | 2.7 | 2.4 | 2.8 | 2.1 | NA | NA | 1.9 | 2.9 | 2.6 | 0.9 | 4.4 | 1.4 | 0.9 | 0.9 | 1.2 | 1.3 | 0.9 | 1.4 | 1.1 | 1.9 | 1.5 | 1.7 | 2.5 | 1.4 | 0.8 | 0.8 | 1.6 | 2.1 | 5.9 |
Treynor Ratio | NA | -0.05 | 0.01 | -0.03 | 0.0 | 0.0 | NA | NA | 0.02 | 0.03 | -0.11 | 0.01 | 0.03 | 0.06 | -0.07 | 0.02 | 0.04 | -0.01 | 0.0 | 0.0 | 0.12 | -0.01 | 0.07 | 0.37 | -0.06 | 0.05 | 0.05 | 0.01 | 0.03 | 0.09 | -0.1 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.04 |
Beta | NA | 0.84 | 0.8 | 0.71 | 0.83 | 0.75 | NA | NA | 0.58 | 0.78 | 0.65 | 0.44 | 1.3 | 0.68 | 0.29 | 0.46 | 0.5 | 0.64 | 0.43 | 0.67 | 0.48 | 0.56 | 0.42 | 0.3 | 0.41 | 0.33 | 0.23 | 0.23 | 0.52 | 0.66 | 0.35 |
RSquared | NA | 0.89 | 0.91 | 0.86 | 0.73 | 0.67 | NA | NA | 0.46 | 0.93 | 0.84 | 0.46 | 0.73 | 0.73 | 0.21 | 0.41 | 0.48 | 0.64 | 0.37 | 0.43 | 0.29 | 0.21 | 0.31 | 0.25 | 0.43 | 0.35 | 0.25 | 0.23 | 0.46 | 0.5 | 0.02 |
Yield(%) | N/A | 1.0 | 3.6 | 2.2 | 2.1 | 1.7 | 2.0 | 2.4 | N/A | 3.5 | 1.4 | 1.5 | 1.9 | 2.1 | 1.9 | 1.2 | 1.4 | 1.2 | 1.2 | 1.3 | 1.5 | 3.2 | 2.1 | 3.6 | 4.1 | 4.6 | 4.0 | 3.1 | 3.2 | 4.2 | 0.0 |
Dividend Growth(%) | N/A | -71.2 | 77.4 | 19.8 | 50.5 | -44.0 | N/A | N/A | N/A | 136.4 | -8.3 | -22.6 | -3.1 | 6.7 | 57.9 | -13.6 | 15.8 | -5.0 | -9.1 | -8.3 | -53.8 | 52.9 | -38.2 | -16.7 | -10.8 | 15.6 | 30.6 | -3.9 | -21.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/23/2002
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