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CGVAX: Calvert Government A (MUTUAL FUND)
Basic Info
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/09/2009 |
Last Dividend Date: | 03/26/2015 |
12-Mo. Yield | 3.57% |
Expenses | 1.04% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/09/2009 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.7 | 0.1 | 2.3 | 3.8 | 0.4 | 3.0 | -3.4 | 2.2 | 6.7 | 8.2 | 7.6 |
Sharpe Ratio | NA | 0.69 | 0.04 | 0.89 | 1.29 | 0.34 | 1.43 | -1.2 | 0.83 | 2.69 | 2.96 | 1.82 |
Draw Down(%) | NA | 2.2 | 5.0 | 5.0 | 5.0 | 2.2 | 1.1 | 5.0 | 1.5 | 1.8 | 1.0 | 3.5 |
Standard Deviation(%) | NA | 2.5 | 2.5 | 2.5 | 2.9 | 2.9 | 2.1 | 2.8 | 2.6 | 2.5 | 2.7 | 4.2 |
Treynor Ratio | NA | 0.01 | 0.0 | 0.02 | 0.04 | 0.01 | 0.02 | -0.02 | 0.01 | 0.08 | 0.09 | 0.09 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | 0.02 | 0.02 |
Beta | NA | 1.26 | 1.48 | 1.19 | 1.06 | 1.22 | 1.3 | 1.87 | 1.7 | 0.86 | 0.86 | 0.88 |
RSquared | NA | 0.45 | 0.41 | 0.34 | 0.29 | 0.43 | 0.47 | 0.44 | 0.34 | 0.25 | 0.27 | 0.22 |
Yield(%) | N/A | 1.0 | 1.9 | 2.4 | N/A | 0.2 | 1.4 | 1.1 | 3.6 | 3.5 | 2.8 | 3.5 |
Dividend Growth(%) | N/A | -23.8 | -36.9 | N/A | N/A | -86.4 | 22.2 | -70.5 | 7.0 | 32.6 | -17.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2009
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