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CIFYX: Calvert Income Y (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/06/2008 |
Last Dividend Date: | 11/29/2017 |
12-Mo. Yield | 0.29% |
Expenses | 0.87% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/06/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -7.3 | -2.6 | 0.3 | -16.0 | 5.5 | -0.9 | 5.0 | -0.3 | 8.9 | 3.1 | 4.4 | 11.9 | -14.3 |
Sharpe Ratio | NA | -0.52 | -0.2 | -0.09 | 0.02 | -0.69 | 1.37 | -0.2 | 1.69 | -0.08 | 2.89 | 0.7 | 1.45 | 2.86 | -3.28 |
Draw Down(%) | NA | 21.4 | 21.4 | 21.4 | 21.4 | 21.4 | 4.3 | 3.9 | 1.6 | 6.0 | 1.9 | 4.5 | 1.9 | 3.4 | 16.1 |
Standard Deviation(%) | NA | 32.0 | 22.4 | 21.9 | 9.5 | 24.1 | 3.9 | 4.5 | 2.9 | 3.8 | 3.1 | 4.3 | 3.0 | 4.1 | 5.5 |
Treynor Ratio | NA | 0.5 | -0.07 | -0.03 | 0.0 | 2.19 | 0.06 | -0.01 | 0.06 | 0.0 | 0.11 | 0.05 | 0.1 | 0.32 | -0.42 |
Alpha | NA | -0.08 | -0.04 | -0.03 | -0.01 | -0.06 | 0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.02 | -0.06 |
Beta | NA | -0.33 | 0.61 | 0.66 | 0.54 | -0.08 | 0.85 | 0.94 | 0.8 | 0.89 | 0.78 | 0.62 | 0.43 | 0.37 | 0.43 |
RSquared | NA | 0.0 | 0.01 | 0.02 | 0.09 | 0.0 | 0.64 | 0.77 | 0.67 | 0.77 | 0.61 | 0.5 | 0.55 | 0.39 | 0.4 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/06/2008
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