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CSBCX: CALVERT BOND PORTFOLIO CLASS C (MUTUAL FUND)
Basic Info 13.91 0.04(0.29%) April 18
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (43%) |
Start Date: | 06/24/1998 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.77% |
Expenses | 1.53% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/15/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | -2.9 | 0.5 | -3.4 | -0.1 | 0.8 | 2.2 | 2.2 | 2.2 | 6.3 | -13.1 | -0.7 | 6.5 | 7.6 | -1.0 | 3.3 | 2.6 | -0.8 | 5.3 | -3.4 | 6.9 | 4.7 | 5.4 | 10.0 | -5.8 | 5.8 | 3.4 | 3.6 | 5.0 | 5.4 | -0.1 | 3.7 | 4.6 | -0.8 | -1.3 |
Sharpe Ratio | NA | -1.81 | -0.5 | -0.88 | -0.27 | -0.03 | NA | NA | 0.22 | 0.3 | -2.24 | -0.26 | 1.18 | 2.03 | -1.03 | 1.09 | 0.87 | -0.19 | 1.85 | -0.89 | 2.11 | 1.05 | 1.54 | 2.85 | -1.47 | 0.86 | 0.06 | 0.58 | 1.25 | 1.01 | -0.27 | 0.21 | 0.12 | -0.92 | -0.78 |
Draw Down(%) | NA | 3.0 | 6.7 | 17.9 | 17.9 | 17.9 | NA | NA | 17.9 | 6.9 | 16.7 | 2.3 | 9.9 | 1.9 | 2.6 | 1.3 | 3.6 | 4.2 | 1.5 | 6.7 | 1.6 | 3.8 | 2.8 | 1.8 | 8.2 | 2.2 | 1.7 | 1.7 | 4.0 | 4.7 | 3.2 | 8.2 | 5.4 | 3.6 | 4.8 |
Standard Deviation(%) | NA | 5.9 | 6.7 | 5.9 | 5.4 | 4.4 | NA | NA | 4.3 | 7.0 | 6.5 | 2.8 | 5.3 | 3.0 | 2.2 | 2.5 | 2.7 | 4.5 | 2.9 | 3.9 | 3.2 | 4.4 | 3.4 | 3.5 | 4.5 | 3.3 | 2.5 | 2.4 | 3.3 | 4.6 | 4.6 | 6.8 | 4.5 | 4.3 | 7.3 |
Treynor Ratio | NA | -0.11 | -0.04 | -0.06 | -0.02 | 0.0 | NA | NA | 0.01 | 0.02 | -0.2 | -0.01 | 0.07 | 0.07 | -0.03 | 0.03 | 0.04 | -0.01 | 0.06 | -0.04 | 0.08 | 0.07 | 0.1 | 0.26 | -0.16 | 0.05 | 0.0 | 0.03 | 0.07 | 0.06 | -0.02 | 0.02 | 0.01 | -0.06 | -0.07 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | -0.03 | -0.01 | -0.02 | 0.0 | -0.04 |
Beta | NA | 0.96 | 0.92 | 0.81 | 0.83 | 0.82 | NA | NA | 0.69 | 0.89 | 0.74 | 0.69 | 0.95 | 0.85 | 0.68 | 0.77 | 0.61 | 0.95 | 0.81 | 0.93 | 0.87 | 0.71 | 0.56 | 0.37 | 0.42 | 0.63 | 0.59 | 0.55 | 0.62 | 0.77 | 0.64 | 0.75 | 0.71 | 0.71 | 0.78 |
RSquared | NA | 0.97 | 0.97 | 0.94 | 0.92 | 0.87 | NA | NA | 0.68 | 0.96 | 0.94 | 0.88 | 0.87 | 0.85 | 0.67 | 0.76 | 0.67 | 0.79 | 0.73 | 0.81 | 0.69 | 0.61 | 0.7 | 0.56 | 0.52 | 0.77 | 0.69 | 0.73 | 0.82 | 0.73 | 0.54 | 0.47 | 0.57 | 0.73 | 0.42 |
Yield(%) | N/A | 0.8 | 3.3 | 2.4 | 2.6 | 2.1 | 2.5 | 2.8 | N/A | 3.3 | 1.7 | 2.2 | 2.7 | 2.8 | 1.6 | 1.5 | 1.7 | 1.5 | 1.6 | 1.7 | 3.3 | 3.0 | 2.7 | 3.0 | 4.9 | 5.3 | 3.5 | 4.3 | 4.6 | 3.6 | 0.0 | 0.5 | 6.0 | 4.5 | 2.7 |
Dividend Growth(%) | N/A | -74.5 | 41.2 | 7.1 | 65.3 | -41.7 | N/A | N/A | N/A | 67.9 | -24.3 | -17.8 | 4.7 | 72.0 | 4.2 | -7.7 | 8.3 | 0.0 | -11.1 | -47.1 | 10.9 | 12.2 | -4.7 | -44.2 | -7.2 | 48.2 | -17.6 | -6.8 | 32.7 | N/A | -100.0 | -91.3 | 26.0 | 62.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/15/2001
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