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CYBAX: CALVERT HIGH YIELD BOND FUND CLASS A (MUTUAL FUND)
Basic Info 24.11 0.08(0.33%) April 25
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (24%) |
Start Date: | 08/10/2001 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.64% |
Expenses | 1.02% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/16/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -0.1 | 6.9 | 0.3 | 2.5 | 2.5 | 6.0 | 5.0 | 4.2 | 10.8 | -11.0 | 3.4 | 5.1 | 12.5 | -3.3 | 4.7 | 11.2 | -2.4 | -1.1 | 8.2 | 14.8 | 5.1 | 15.3 | 34.1 | -22.1 | 0.0 | 10.8 | 6.7 | 10.8 | 23.3 | -8.4 | -4.1 |
Sharpe Ratio | NA | -1.55 | 0.72 | -0.37 | 0.16 | 0.3 | NA | NA | 0.79 | 1.33 | -1.73 | 1.39 | 0.52 | 4.74 | -1.86 | 2.49 | 3.29 | -0.77 | -0.34 | 3.13 | 6.61 | 1.33 | 5.0 | 7.13 | -2.19 | -0.74 | 2.54 | 1.29 | 3.18 | 6.47 | -1.31 | -1.54 |
Draw Down(%) | NA | 1.7 | 3.3 | 14.8 | 17.6 | 17.6 | NA | NA | 31.4 | 4.1 | 14.8 | 2.1 | 17.6 | 0.9 | 4.4 | 1.3 | 2.9 | 6.7 | 7.5 | 4.1 | 2.1 | 7.8 | 3.9 | 6.1 | 28.8 | 8.1 | 1.8 | 4.1 | 4.7 | 3.1 | 17.3 | 9.2 |
Standard Deviation(%) | NA | 3.1 | 4.1 | 5.3 | 5.9 | 4.7 | NA | NA | 4.9 | 5.0 | 7.2 | 2.4 | 9.4 | 2.4 | 2.5 | 1.6 | 3.4 | 3.2 | 3.2 | 2.6 | 2.2 | 3.8 | 3.0 | 4.8 | 10.5 | 4.0 | 3.0 | 3.5 | 3.1 | 3.5 | 7.3 | 7.9 |
Treynor Ratio | NA | -0.06 | 0.04 | -0.02 | 0.01 | 0.02 | NA | NA | 0.05 | 0.08 | -0.14 | 0.04 | 0.06 | 0.19 | -0.09 | 0.14 | 0.19 | -0.04 | -0.02 | 0.14 | 0.32 | 0.09 | 0.33 | 0.57 | -0.24 | -0.05 | 0.17 | 0.07 | 0.25 | 0.47 | -0.12 | -0.26 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.02 | -0.01 | -0.02 | 0.02 | 0.03 | 0.0 | 0.04 | 0.04 | -0.01 | -0.01 | 0.02 | 0.02 | 0.03 | 0.05 | -0.04 | -0.04 |
Beta | NA | 0.79 | 0.82 | 0.89 | 0.86 | 0.79 | NA | NA | 0.73 | 0.84 | 0.92 | 0.85 | 0.86 | 0.6 | 0.51 | 0.29 | 0.57 | 0.63 | 0.72 | 0.6 | 0.46 | 0.59 | 0.47 | 0.59 | 0.96 | 0.64 | 0.43 | 0.63 | 0.39 | 0.48 | 0.79 | 0.46 |
RSquared | NA | 0.85 | 0.89 | 0.91 | 0.92 | 0.84 | NA | NA | 0.6 | 0.91 | 0.93 | 0.69 | 0.95 | 0.74 | 0.59 | 0.26 | 0.74 | 0.61 | 0.59 | 0.54 | 0.41 | 0.67 | 0.46 | 0.6 | 0.67 | 0.43 | 0.14 | 0.28 | 0.16 | 0.21 | 0.26 | 0.35 |
Yield(%) | N/A | 1.4 | 5.4 | 4.2 | 4.4 | 4.3 | 6.5 | 5.5 | N/A | 5.4 | 4.0 | 3.9 | 4.4 | 5.1 | 4.1 | 4.5 | 5.0 | 4.9 | 7.5 | 6.7 | 6.0 | 6.4 | 6.6 | 4.6 | 6.2 | 4.2 | 7.2 | 6.8 | 6.5 | 9.2 | 7.9 | 2.9 |
Dividend Growth(%) | N/A | -73.8 | 14.2 | -3.6 | -16.2 | N/A | N/A | N/A | N/A | 16.7 | 0.0 | -10.0 | -7.7 | 15.0 | -8.1 | -4.7 | -5.8 | -39.6 | 12.4 | 22.4 | -7.8 | 4.7 | 85.9 | -45.9 | 39.3 | -39.0 | 4.7 | 8.5 | -19.6 | -3.1 | 153.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/16/2007
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