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CFICX: CALVERT INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 14.53 0.04(0.27%) April 24
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (41%) |
Start Date: | 01/30/1986 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.28% |
Expenses | 0.66% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/15/1986 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -2.0 | 2.8 | -2.6 | 1.4 | 2.2 | 3.7 | 3.0 | 5.5 | 8.6 | -15.6 | 1.7 | 8.2 | 14.7 | -3.4 | 6.6 | 5.3 | -1.2 | 4.9 | -0.7 | 8.6 | 2.6 | 6.4 | 16.4 | -12.0 | 5.1 | 4.8 | 3.5 | 5.2 | 13.7 | 4.4 | 14.2 | 4.8 | 7.2 | 10.5 | 11.4 | 3.6 | 18.5 | -6.2 | 10.8 | 7.4 | 18.2 | 4.2 | 15.1 | 10.3 | -0.0 | 10.7 |
Sharpe Ratio | NA | -1.72 | -0.1 | -0.75 | -0.03 | 0.21 | NA | NA | 0.75 | 0.63 | -2.33 | 0.45 | 0.96 | 3.88 | -1.65 | 1.98 | 1.33 | -0.27 | 1.68 | -0.21 | 2.77 | 0.59 | 2.17 | 4.11 | -2.56 | 0.65 | 0.67 | 0.6 | 1.45 | 3.15 | 0.72 | 2.2 | 0.14 | 0.89 | 1.48 | 1.85 | 0.02 | 3.07 | -1.25 | 1.98 | 1.33 | 4.01 | -0.21 | 2.78 | 1.57 | -0.55 | 1.0 |
Draw Down(%) | NA | 3.0 | 6.0 | 20.8 | 20.8 | 20.8 | NA | NA | 20.8 | 7.4 | 19.9 | 3.3 | 16.5 | 2.3 | 3.7 | 1.6 | 4.3 | 4.0 | 1.8 | 6.1 | 1.9 | 4.6 | 2.0 | 2.6 | 14.5 | 2.0 | 1.3 | 1.7 | 3.6 | 3.1 | 5.2 | 3.9 | 6.4 | 2.6 | 3.2 | 2.5 | 4.2 | 2.4 | 9.9 | 4.5 | 2.8 | 1.5 | 4.1 | 1.5 | 2.6 | 8.5 | 4.8 |
Standard Deviation(%) | NA | 6.0 | 6.7 | 6.4 | 6.4 | 5.2 | NA | NA | 4.7 | 7.0 | 7.3 | 3.7 | 8.3 | 3.4 | 2.8 | 3.0 | 3.8 | 4.6 | 2.9 | 3.8 | 3.1 | 4.4 | 2.9 | 4.0 | 5.0 | 3.2 | 2.3 | 2.2 | 2.9 | 4.1 | 4.6 | 5.5 | 5.2 | 4.5 | 4.8 | 4.2 | 5.1 | 4.8 | 7.3 | 4.4 | 3.8 | 3.6 | 4.9 | 3.4 | 3.6 | 7.3 | 7.6 |
Treynor Ratio | NA | -0.11 | -0.01 | -0.06 | 0.0 | 0.01 | NA | NA | 0.05 | 0.05 | -0.21 | 0.02 | 0.05 | 0.14 | -0.06 | 0.06 | 0.06 | -0.01 | 0.06 | -0.01 | 0.11 | 0.04 | 0.14 | 0.43 | -0.29 | 0.04 | 0.03 | 0.03 | 0.08 | 0.2 | 0.06 | 0.18 | 0.01 | 0.06 | 0.11 | 0.1 | 0.0 | 0.18 | -0.08 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.02 | 0.01 | -0.02 | 0.02 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.04 | -0.04 | 0.0 | 0.0 | 0.01 | 0.01 | 0.03 | -0.01 | 0.03 | -0.01 | 0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.04 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.97 | 0.91 | 0.86 | 0.95 | 0.93 | NA | NA | 0.73 | 0.88 | 0.82 | 0.89 | 1.46 | 0.93 | 0.83 | 0.93 | 0.85 | 0.95 | 0.79 | 0.88 | 0.79 | 0.65 | 0.44 | 0.38 | 0.45 | 0.59 | 0.53 | 0.48 | 0.54 | 0.63 | 0.58 | 0.69 | 0.73 | 0.72 | 0.66 | 0.76 | 0.76 | 0.81 | 1.1 | 1.12 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.98 | 0.95 | 0.92 | 0.85 | 0.81 | NA | NA | 0.5 | 0.93 | 0.91 | 0.84 | 0.84 | 0.8 | 0.61 | 0.74 | 0.64 | 0.77 | 0.68 | 0.77 | 0.61 | 0.52 | 0.61 | 0.43 | 0.49 | 0.72 | 0.66 | 0.67 | 0.75 | 0.63 | 0.44 | 0.59 | 0.44 | 0.69 | 0.55 | 0.62 | 0.83 | 0.8 | 0.68 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.3 | 5.0 | 3.5 | 3.6 | 3.3 | 3.8 | 3.6 | N/A | 4.9 | 3.1 | 2.8 | 3.0 | 3.8 | 3.3 | 2.9 | 2.9 | 2.9 | 2.9 | 2.9 | 3.3 | 3.4 | 3.4 | 4.1 | 4.8 | 6.4 | 4.6 | 4.9 | 5.6 | 9.2 | 6.3 | 10.4 | 8.2 | 7.5 | 10.9 | 10.0 | 5.9 | 6.9 | 6.7 | 7.5 | 7.4 | 8.3 | 8.2 | 9.1 | 9.0 | 8.2 | 9.1 |
Dividend Growth(%) | N/A | -72.2 | 25.0 | 10.2 | 21.0 | -23.7 | -55.8 | N/A | N/A | 30.9 | 10.0 | -3.8 | -11.9 | 7.3 | 17.0 | 4.4 | -4.3 | 0.0 | -2.1 | -7.7 | -3.7 | 3.8 | -7.1 | -30.0 | -25.2 | 39.0 | -7.2 | -12.6 | -36.2 | 41.9 | -37.9 | 22.5 | 10.4 | -32.8 | 12.0 | 64.4 | -5.6 | -9.3 | -8.5 | 1.6 | -3.8 | -2.2 | -4.9 | 0.7 | 0.7 | -7.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/1986
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