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CVGIX: Calvert Government I (MUTUAL FUND)
Basic Info
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/02/2011 |
Last Dividend Date: | 03/26/2015 |
12-Mo. Yield | 3.88% |
Expenses | 0.73% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 05/02/2011 |
2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.0 | 0.4 | 1.9 | 0.5 | 3.2 | -3.1 | 2.5 | 4.6 |
Sharpe Ratio | NA | 0.8 | 0.16 | 0.71 | 0.43 | 1.62 | -1.09 | 0.96 | 2.45 |
Draw Down(%) | NA | 2.1 | 4.9 | 4.9 | 2.1 | 1.1 | 4.9 | 1.5 | 1.8 |
Standard Deviation(%) | NA | 2.4 | 2.5 | 2.6 | 2.8 | 2.0 | 2.9 | 2.6 | 2.9 |
Treynor Ratio | NA | 0.02 | 0.0 | 0.01 | 0.01 | 0.03 | -0.02 | 0.02 | 0.06 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 |
Beta | NA | 1.21 | 1.46 | 1.4 | 1.19 | 1.2 | 1.98 | 1.66 | 1.13 |
RSquared | NA | 0.45 | 0.42 | 0.37 | 0.42 | 0.45 | 0.49 | 0.32 | 0.28 |
Yield(%) | N/A | 1.2 | 2.1 | N/A | 0.3 | 1.5 | 1.4 | 3.7 | 3.2 |
Dividend Growth(%) | N/A | -20.8 | N/A | N/A | -79.2 | 4.3 | -63.5 | 16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/2011
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See SHORT GOVERNMENT Asset Class Trend Rankings |
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