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CINCX: CALVERT INCOME FUND CLASS I (MUTUAL FUND)
Basic Info 14.52 0.05(0.34%) April 25
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (76%) |
Start Date: | 03/24/1999 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.50% |
Expenses | 0.66% |
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Performance Analytics (As of 04/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/11/2000 |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -2.2 | 2.2 | -2.4 | 1.5 | 2.4 | 4.1 | 3.5 | 4.5 | 8.8 | -15.4 | 1.9 | 8.6 | 15.0 | -3.0 | 7.0 | 5.6 | -0.5 | 5.2 | -0.0 | 9.2 | 3.3 | 6.9 | 17.1 | -11.3 | 5.7 | 5.4 | 4.2 | 5.9 | 14.5 | 5.5 | 14.7 | 5.2 | 3.0 |
Sharpe Ratio | NA | -1.7 | -0.07 | -0.71 | 0.01 | 0.28 | NA | NA | 0.73 | 0.67 | -2.31 | 0.51 | 0.99 | 3.85 | -1.55 | 2.11 | 1.39 | -0.13 | 1.78 | -0.01 | 2.9 | 0.75 | 2.36 | 4.31 | -2.45 | 0.84 | 0.93 | 0.94 | 1.67 | 3.32 | 0.95 | 2.3 | 0.23 | 0.14 |
Draw Down(%) | NA | 3.0 | 5.8 | 20.6 | 20.6 | 20.6 | NA | NA | 20.6 | 7.2 | 19.7 | 3.3 | 16.6 | 2.3 | 3.4 | 1.5 | 4.2 | 3.8 | 1.6 | 5.8 | 1.9 | 4.6 | 1.8 | 2.5 | 14.0 | 2.0 | 1.1 | 1.6 | 3.5 | 3.0 | 4.8 | 3.8 | 6.3 | 2.9 |
Standard Deviation(%) | NA | 5.9 | 6.7 | 6.4 | 6.4 | 5.2 | NA | NA | 4.5 | 6.9 | 7.3 | 3.7 | 8.4 | 3.5 | 2.8 | 3.0 | 3.9 | 4.6 | 2.9 | 3.8 | 3.2 | 4.4 | 2.9 | 4.0 | 5.0 | 3.2 | 2.3 | 2.2 | 2.9 | 4.2 | 4.7 | 5.5 | 4.9 | 4.8 |
Treynor Ratio | NA | -0.11 | -0.01 | -0.05 | 0.0 | 0.02 | NA | NA | 0.05 | 0.05 | -0.21 | 0.02 | 0.06 | 0.14 | -0.05 | 0.07 | 0.06 | -0.01 | 0.07 | 0.0 | 0.12 | 0.05 | 0.16 | 0.46 | -0.27 | 0.05 | 0.04 | 0.04 | 0.09 | 0.21 | 0.08 | 0.18 | 0.02 | 0.01 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 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 | 0.01 | 0.01 | 0.01 | 0.04 | 0.0 | 0.03 | -0.01 | 0.01 |
Beta | NA | 0.96 | 0.9 | 0.85 | 0.95 | 0.93 | NA | NA | 0.71 | 0.87 | 0.82 | 0.89 | 1.47 | 0.95 | 0.81 | 0.93 | 0.85 | 0.94 | 0.79 | 0.9 | 0.8 | 0.64 | 0.42 | 0.37 | 0.44 | 0.6 | 0.53 | 0.48 | 0.53 | 0.64 | 0.58 | 0.69 | 0.69 | 0.74 |
RSquared | NA | 0.97 | 0.95 | 0.92 | 0.84 | 0.81 | NA | NA | 0.64 | 0.93 | 0.92 | 0.84 | 0.84 | 0.8 | 0.6 | 0.73 | 0.64 | 0.76 | 0.66 | 0.78 | 0.61 | 0.51 | 0.58 | 0.42 | 0.49 | 0.74 | 0.68 | 0.67 | 0.74 | 0.64 | 0.44 | 0.59 | 0.46 | 0.66 |
Yield(%) | N/A | 1.4 | 5.4 | 3.7 | 3.8 | 3.6 | 4.3 | 4.0 | N/A | 5.3 | 3.4 | 2.9 | 3.4 | 3.8 | 3.6 | 3.4 | 3.4 | 3.2 | 3.4 | 3.3 | 3.9 | 4.1 | 3.8 | 4.8 | 5.4 | 7.0 | 5.2 | 5.5 | 6.2 | 9.9 | 7.3 | 10.8 | 8.7 | 5.4 |
Dividend Growth(%) | N/A | -73.1 | 24.6 | 12.5 | 16.3 | -27.6 | N/A | N/A | N/A | 30.0 | 15.4 | -10.3 | -1.7 | -1.7 | 9.1 | 1.9 | 1.9 | -1.9 | -1.8 | -11.3 | -6.1 | 13.8 | -13.4 | -24.7 | -23.9 | 34.5 | -7.4 | -11.3 | -33.8 | 32.2 | -30.9 | 21.5 | 54.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/11/2000
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