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CSDAX: CALVERT SHORT DURATION INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 15.77 0(0.0%) July 02
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 02/20/2002 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 4.27% |
| Expenses | 0.51% |
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Performance Analytics (As of 07/02/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/20/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.9 | 6.4 | 5.4 | 2.8 | 2.5 | 2.4 | 3.0 | 3.3 | 5.0 | 7.4 | -5.0 | 0.2 | 4.0 | 6.2 | 0.0 | 2.2 | 3.1 | 0.3 | 0.7 | 0.7 | 6.5 | 0.4 | 3.6 | 12.1 | -0.9 | 5.7 | 5.3 | 3.3 | 3.6 | 8.6 | 3.1 |
| Sharpe Ratio | NA | 0.72 | 1.19 | 0.69 | 0.27 | 0.45 | NA | NA | 1.07 | -0.67 | 1.03 | -2.43 | 0.16 | 0.83 | 3.26 | -1.42 | 1.65 | 2.33 | 0.17 | 0.72 | 0.47 | 5.83 | 0.18 | 2.33 | 6.93 | -0.72 | 1.98 | 2.3 | 1.58 | 1.75 | 3.85 | 0.68 |
| Draw Down(%) | NA | 1.1 | 1.1 | 3.3 | 8.4 | 10.0 | NA | NA | 10.0 | 1.0 | 1.3 | 7.3 | 1.5 | 10.0 | 0.7 | 0.8 | 0.4 | 1.1 | 1.2 | 1.1 | 2.2 | 0.6 | 2.8 | 1.1 | 0.4 | 4.5 | 0.7 | 0.2 | 0.3 | 1.8 | 1.3 | 2.5 |
| Standard Deviation(%) | NA | 2.2 | 2.2 | 2.6 | 2.3 | 2.3 | NA | NA | 2.0 | 2.3 | 3.0 | 2.6 | 1.2 | 4.5 | 1.5 | 0.9 | 0.9 | 1.2 | 1.3 | 0.9 | 1.4 | 1.1 | 1.9 | 1.5 | 1.7 | 2.6 | 1.4 | 0.9 | 0.7 | 1.5 | 2.1 | 3.6 |
| Treynor Ratio | NA | 0.02 | 0.04 | 0.02 | 0.01 | 0.01 | NA | NA | 0.04 | -0.02 | 0.04 | -0.1 | 0.0 | 0.03 | 0.07 | -0.04 | 0.04 | 0.06 | 0.0 | 0.02 | 0.01 | 0.13 | 0.01 | 0.08 | 0.36 | -0.05 | 0.08 | 0.09 | 0.05 | 0.05 | 0.12 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 |
| Beta | NA | 0.69 | 0.72 | 0.76 | 0.73 | 0.78 | NA | NA | 0.6 | 0.81 | 0.81 | 0.65 | 0.5 | 1.33 | 0.73 | 0.33 | 0.44 | 0.5 | 0.63 | 0.37 | 0.65 | 0.49 | 0.55 | 0.44 | 0.34 | 0.41 | 0.33 | 0.23 | 0.24 | 0.54 | 0.67 | 0.46 |
| RSquared | NA | 0.83 | 0.84 | 0.88 | 0.81 | 0.69 | NA | NA | 0.48 | 0.87 | 0.92 | 0.83 | 0.34 | 0.73 | 0.73 | 0.26 | 0.37 | 0.44 | 0.61 | 0.3 | 0.41 | 0.29 | 0.2 | 0.34 | 0.3 | 0.4 | 0.37 | 0.22 | 0.26 | 0.51 | 0.52 | 0.13 |
| Yield(%) | N/A | 1.9 | 4.2 | 4.0 | 3.0 | 2.6 | 2.6 | 3.1 | N/A | 4.7 | 4.1 | 2.2 | 1.6 | 2.1 | 2.9 | 2.6 | 1.8 | 1.9 | 1.8 | 1.9 | 1.9 | 2.4 | 4.0 | 2.9 | 4.5 | 4.8 | 5.3 | 4.8 | 3.8 | 3.9 | 6.2 | 0.3 |
| Dividend Growth(%) | N/A | -60.4 | -4.9 | 96.5 | 32.7 | -27.0 | N/A | N/A | N/A | 19.3 | 74.1 | 36.0 | -23.2 | -25.7 | 8.3 | 41.4 | -3.5 | 4.8 | -5.5 | -0.6 | -17.1 | -42.6 | 37.5 | -30.7 | -11.7 | -8.9 | 11.5 | 23.4 | -2.1 | -34.6 | 1957.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/20/2002
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