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CSDAX: CALVERT SHORT DURATION INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 15.35 0.02(0.13%) April 18
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (62%) |
Start Date: | 02/20/2002 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.42% |
Expenses | 0.51% |
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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 03/05/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 0.1 | 5.1 | 0.8 | 2.1 | 1.9 | 2.6 | 2.9 | 3.2 | 7.3 | -5.0 | 0.9 | 4.5 | 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 | -0.94 | 0.46 | -0.54 | 0.22 | 0.38 | NA | NA | 1.1 | 1.01 | -2.43 | 0.92 | 0.96 | 3.26 | -1.41 | 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 | 0.9 | 1.1 | 7.8 | 10.0 | 10.0 | NA | NA | 10.0 | 1.3 | 7.3 | 0.9 | 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 | 2.7 | 2.8 | 2.5 | 2.9 | 2.2 | NA | NA | 2.0 | 3.0 | 2.6 | 0.9 | 4.4 | 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 | -0.03 | 0.02 | -0.02 | 0.01 | 0.01 | NA | NA | 0.04 | 0.04 | -0.1 | 0.02 | 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 | 0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | 0.88 | 0.84 | 0.73 | 0.85 | 0.77 | NA | NA | 0.59 | 0.81 | 0.65 | 0.47 | 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 | 0.89 | 0.92 | 0.85 | 0.74 | 0.67 | NA | NA | 0.46 | 0.93 | 0.83 | 0.49 | 0.74 | 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 | 1.2 | 4.3 | 2.9 | 2.8 | 2.4 | 2.7 | 3.1 | N/A | 4.1 | 2.1 | 2.1 | 2.7 | 2.9 | 2.6 | 1.9 | 2.0 | 1.6 | 1.8 | 1.9 | 2.3 | 4.0 | 2.8 | 4.6 | 4.8 | 5.4 | 4.9 | 3.9 | 3.9 | 6.2 | 0.3 |
Dividend Growth(%) | N/A | -71.0 | 57.1 | 12.6 | 38.9 | -37.5 | N/A | N/A | N/A | 82.4 | -2.9 | -18.6 | -4.4 | 7.1 | 40.0 | -6.2 | 28.0 | -13.8 | -9.4 | -11.1 | -44.6 | 41.3 | -33.3 | -10.4 | -11.5 | 10.1 | 25.4 | 0.0 | -35.1 | 1840.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2002
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