Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| CBDIX (CALVERT BOND PORTFOLIO CLASS I) | 3.66% | 0.56% | 4.02% | 2.46% | 0.59% | 1.99% | 2.78% | 3.34% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBDIX (CALVERT BOND PORTFOLIO CLASS I) | 04/26/2000 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 04/26/2000.
AR inception is since 04/26/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 4.02 | 2.46 | 0.59 | 1.99 | 2.78 | 3.34 | 3.66 | 0.56 | 3.05 | 7.53 | -12.23 | -0.93 | 6.31 | 8.65 | 0.10 | 4.58 | 3.81 | 0.53 | 6.74 | -1.97 | 8.29 | 6.23 | 6.53 | 11.56 | -4.51 | 7.27 | 4.96 | 5.05 | 6.61 | 5.79 | -0.26 | 3.97 | 6.27 |
| Sharpe Ratio | NA | -0.45 | -0.31 | -0.39 | 0.05 | NA | NA | 0.52 | -0.28 | -0.66 | 0.47 | -2.10 | -0.32 | 1.12 | 2.32 | -0.55 | 1.63 | 1.31 | 0.11 | 2.34 | -0.53 | 2.56 | 1.39 | 1.90 | 3.33 | -1.18 | 1.29 | 0.67 | 1.20 | 1.75 | 1.11 | -0.29 | 0.24 | 0.70 |
| Standard Deviation(%) | NA | 5.05 | 6.29 | 5.36 | 4.56 | NA | NA | 4.35 | 5.07 | 5.33 | 7.04 | 6.51 | 2.97 | 5.42 | 3.11 | 2.20 | 2.44 | 2.74 | 4.43 | 2.87 | 3.80 | 3.24 | 4.45 | 3.39 | 3.45 | 4.57 | 3.33 | 2.53 | 2.40 | 3.23 | 4.61 | 4.72 | 6.88 | 7.32 |
| Draw Down(%) | NA | 4.16 | 9.04 | 17.95 | 17.95 | NA | NA | 17.95 | 2.79 | 3.55 | 6.34 | 16.05 | 2.60 | 9.86 | 1.96 | 2.12 | 1.25 | 3.32 | 3.73 | 1.49 | 6.27 | 1.56 | 3.74 | 2.58 | 1.59 | 7.65 | 1.97 | 1.19 | 1.39 | 3.79 | 4.72 | 3.26 | 8.25 | 3.44 |
| Yield(%) | 0.00 | 3.22 | 3.56 | 2.85 | 2.93 | 3.29 | 3.72 | 3.92 | 0.00 | 4.70 | 4.26 | 2.60 | 2.06 | 2.42 | 3.80 | 2.62 | 2.64 | 2.92 | 2.90 | 3.06 | 2.90 | 4.83 | 4.51 | 3.91 | 4.61 | 6.24 | 6.67 | 4.93 | 5.60 | 6.26 | 3.94 | 0.00 | 0.73 | 5.90 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBDIX (CALVERT BOND PORTFOLIO CLASS I) |
-4.50%
Oct 2020 - Oct 2023 |
-0.43%
Oct 2017 - Oct 2022 |
1.07%
Oct 2012 - Oct 2022 |
2.63%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBDIX (CALVERT BOND PORTFOLIO CLASS I) |
9.14%
Feb 2009 - Feb 2012 |
6.82%
Feb 2009 - Feb 2014 |
5.76%
Apr 2003 - Apr 2013 |
4.87%
May 2000 - May 2015 |
Annualized Rolling Returns Comparison Chart