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CGVCX: Calvert Government C (MUTUAL FUND)
Basic Info
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/09/2009 |
Last Dividend Date: | 11/25/2014 |
12-Mo. Yield | 2.99% |
Expenses | 2.04% |
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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 | 0.9 | -0.8 | 1.3 | 2.9 | 0.2 | 1.9 | -4.3 | 1.1 | 5.6 | 7.4 | 6.9 |
Sharpe Ratio | NA | 0.36 | -0.33 | 0.51 | 0.98 | 0.14 | 0.97 | -1.55 | 0.43 | 2.23 | 2.7 | 1.64 |
Draw Down(%) | NA | 2.3 | 6.0 | 6.0 | 6.0 | 2.3 | 1.2 | 5.3 | 1.7 | 1.9 | 1.2 | 3.6 |
Standard Deviation(%) | NA | 2.4 | 2.5 | 2.5 | 2.9 | 2.8 | 2.0 | 2.8 | 2.6 | 2.5 | 2.7 | 4.2 |
Treynor Ratio | NA | 0.01 | -0.01 | 0.01 | 0.03 | 0.0 | 0.02 | -0.02 | 0.01 | 0.06 | 0.09 | 0.08 |
Alpha | NA | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | 0.01 | 0.02 | 0.02 |
Beta | NA | 1.2 | 1.45 | 1.18 | 1.05 | 1.17 | 1.2 | 1.94 | 1.68 | 0.89 | 0.86 | 0.87 |
RSquared | NA | 0.43 | 0.41 | 0.34 | 0.29 | 0.4 | 0.46 | 0.48 | 0.33 | 0.26 | 0.28 | 0.21 |
Yield(%) | N/A | 0.0 | 1.0 | 1.4 | N/A | 0.0 | 0.0 | 0.0 | 3.0 | 2.6 | 2.1 | 2.9 |
Dividend Growth(%) | N/A | N/A | -58.3 | N/A | N/A | N/A | N/A | -100.0 | 16.3 | 30.3 | -25.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/09/2009
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See SHORT GOVERNMENT Asset Class Trend Rankings |
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