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CIFCX: CALVERT INCOME FUND CLASS C (MUTUAL FUND)
Basic Info 14.9 0.03(0.20%) March 27
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (40%) |
Start Date: | 08/23/2000 |
Last Dividend Date: | 02/29/2024 |
12-Mo. Yield | 3.73% |
Expenses | 0.66% |
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Performance Analytics (As of 03/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 0.1 | 5.6 | -2.2 | 1.2 | 1.7 | 3.2 | 2.3 | 2.5 | 7.7 | -16.2 | 0.9 | 7.5 | 13.8 | -4.1 | 5.7 | 4.6 | -1.9 | 4.2 | -1.4 | 7.7 | 2.0 | 5.4 | 15.5 | -12.6 | 4.4 | 4.1 | 2.8 | 4.5 | 12.9 | 0.8 | 5.9 | -0.3 |
Sharpe Ratio | NA | -0.75 | 0.15 | -0.7 | -0.06 | 0.12 | NA | NA | 0.39 | 0.5 | -2.43 | 0.25 | 0.87 | 3.57 | -1.93 | 1.64 | 1.13 | -0.42 | 1.44 | -0.37 | 2.48 | 0.45 | 1.88 | 3.88 | -2.68 | 0.43 | 0.36 | 0.28 | 1.2 | 2.95 | -0.05 | 0.52 | -1.16 |
Draw Down(%) | NA | 2.5 | 6.6 | 21.5 | 21.5 | 21.5 | NA | NA | 21.5 | 7.9 | 20.4 | 3.4 | 16.6 | 2.3 | 4.5 | 1.7 | 4.5 | 4.6 | 1.8 | 6.3 | 1.9 | 4.7 | 2.0 | 2.7 | 15.1 | 2.1 | 1.6 | 1.8 | 3.6 | 3.1 | 6.2 | 8.8 | 2.4 |
Standard Deviation(%) | NA | 5.5 | 6.5 | 6.2 | 6.3 | 5.1 | NA | NA | 4.5 | 6.9 | 7.3 | 3.6 | 8.3 | 3.5 | 2.8 | 3.1 | 3.9 | 4.6 | 2.9 | 3.8 | 3.1 | 4.4 | 2.9 | 4.0 | 5.0 | 3.2 | 2.3 | 2.2 | 3.0 | 4.1 | 5.0 | 6.9 | 4.3 |
Treynor Ratio | NA | -0.04 | 0.01 | -0.05 | 0.0 | 0.01 | NA | NA | 0.03 | 0.04 | -0.22 | 0.01 | 0.05 | 0.13 | -0.07 | 0.05 | 0.05 | -0.02 | 0.05 | -0.02 | 0.1 | 0.03 | 0.13 | 0.41 | -0.3 | 0.02 | 0.02 | 0.01 | 0.07 | 0.19 | 0.0 | 0.05 | -0.1 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.02 | 0.01 | -0.03 | 0.01 | -0.02 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | -0.04 | 0.0 | 0.0 | 0.0 | 0.01 | 0.03 | -0.02 | -0.01 | -0.04 |
Beta | NA | 0.94 | 0.89 | 0.85 | 0.94 | 0.93 | NA | NA | 0.7 | 0.87 | 0.82 | 0.88 | 1.45 | 0.94 | 0.8 | 0.96 | 0.85 | 0.95 | 0.78 | 0.89 | 0.79 | 0.62 | 0.42 | 0.37 | 0.44 | 0.6 | 0.52 | 0.47 | 0.54 | 0.64 | 0.57 | 0.71 | 0.5 |
RSquared | NA | 0.97 | 0.95 | 0.92 | 0.84 | 0.8 | NA | NA | 0.62 | 0.93 | 0.92 | 0.85 | 0.83 | 0.79 | 0.58 | 0.73 | 0.64 | 0.77 | 0.67 | 0.78 | 0.61 | 0.49 | 0.59 | 0.42 | 0.48 | 0.75 | 0.66 | 0.66 | 0.75 | 0.64 | 0.38 | 0.41 | 0.24 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2001
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