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CULYX: CALVERT ULTRA-SHORT INCOME FUND CLASS Y (MUTUAL FUND)
Basic Info
Asset Class: | ULTRASHORT BOND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/02/2010 |
Last Dividend Date: | 11/29/2017 |
12-Mo. Yield | 0.00% |
Expenses | 0.67% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/02/2010 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.2 | 0.7 | 1.5 | 1.7 | 1.9 | 0.5 | 0.6 | 1.2 | 2.7 | 0.4 | 2.2 |
Sharpe Ratio | NA | 3.05 | 2.55 | 2.42 | 2.48 | 3.06 | 3.34 | 1.18 | 1.58 | 2.8 | 5.04 | 0.55 | 3.61 |
Draw Down(%) | NA | 0.1 | 0.4 | 0.4 | 1.2 | 0.1 | 0.3 | 0.3 | 0.2 | 0.3 | 0.2 | 1.2 | 0.1 |
Standard Deviation(%) | NA | 0.3 | 0.4 | 0.4 | 0.5 | 0.3 | 0.5 | 0.4 | 0.4 | 0.4 | 0.5 | 0.7 | 1.0 |
Treynor Ratio | NA | 0.6 | -1.1 | -0.77 | 0.72 | 0.55 | -0.73 | -0.33 | -0.12 | 0.83 | 2.9 | 0.17 | 0.23 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 |
Beta | NA | 0.02 | -0.01 | -0.01 | 0.02 | 0.02 | -0.02 | -0.01 | -0.05 | 0.01 | 0.01 | 0.02 | 0.16 |
RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.07 |
Yield(%) | N/A | 1.4 | 1.2 | 1.0 | N/A | 1.4 | 1.3 | 0.8 | 0.8 | 0.9 | 1.7 | 2.1 | 1.3 |
Dividend Growth(%) | N/A | 4.8 | 7.8 | N/A | N/A | 10.0 | 66.7 | 0.0 | -14.3 | -46.2 | -21.2 | 57.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/02/2010
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See ULTRASHORT BOND Asset Class Trend Rankings |
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