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CSIYX: CALVERT BOND PORTFOLIO CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/05/2008 |
Last Dividend Date: | 11/29/2017 |
12-Mo. Yield | 0.22% |
Expenses | 0.83% |
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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 11/05/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -8.3 | -3.8 | 1.3 | -20.2 | 3.5 | 0.3 | 6.4 | -2.3 | 8.0 | 5.9 | 6.4 | 9.4 | -1.7 |
Sharpe Ratio | NA | -0.55 | -0.23 | -0.11 | 0.11 | -0.78 | 1.2 | 0.07 | 2.26 | -0.61 | 2.43 | 1.31 | 1.83 | 2.63 | -1.68 |
Draw Down(%) | NA | 23.7 | 23.7 | 23.7 | 23.7 | 23.7 | 3.6 | 3.8 | 1.5 | 6.3 | 1.6 | 3.8 | 2.7 | 2.4 | 3.1 |
Standard Deviation(%) | NA | 37.5 | 27.2 | 28.4 | 10.9 | 27.0 | 2.7 | 4.5 | 2.8 | 3.8 | 3.3 | 4.5 | 3.4 | 3.5 | 6.3 |
Treynor Ratio | NA | 0.3 | -0.14 | -0.06 | 0.02 | 0.58 | 0.05 | 0.0 | 0.08 | -0.03 | 0.09 | 0.08 | 0.11 | 0.25 | -1.24 |
Alpha | NA | -0.1 | -0.05 | -0.03 | -0.01 | -0.07 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.06 |
Beta | NA | -0.68 | 0.44 | 0.54 | 0.55 | -0.36 | 0.61 | 0.94 | 0.79 | 0.92 | 0.87 | 0.71 | 0.55 | 0.37 | 0.09 |
RSquared | NA | 0.0 | 0.01 | 0.01 | 0.07 | 0.0 | 0.66 | 0.79 | 0.72 | 0.82 | 0.68 | 0.61 | 0.69 | 0.53 | 0.01 |
Yield(%) | N/A | 2.4 | 2.7 | 2.6 | N/A | 2.4 | 2.7 | 2.7 | 2.8 | 2.6 | 4.5 | 4.1 | 3.6 | 2.5 | 0.0 |
Dividend Growth(%) | N/A | -15.2 | -16.2 | N/A | N/A | -7.1 | -4.5 | 0.0 | 2.3 | -39.4 | 10.9 | 18.5 | 50.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2008
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