Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDICX (CALVERT SHORT DURATION INCOME FUND CLASS C) | 0.01% | 3.35% | 4.71% | 1.82% | 1.93% | 1.62% | 2.28% | … | … |
Data as of 06/03/2026, Common starting date is 10/23/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDICX (CALVERT SHORT DURATION INCOME FUND CLASS C) | 10/23/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 3.35 | 4.71 | 1.82 | 1.93 | 1.62 | 2.28 | … | … | 0.01 | 5.41 | 4.63 | 6.50 | -5.68 | -0.54 | 3.17 | 5.42 | -0.70 | 1.40 | 2.39 | -0.55 | 0.00 | 0.03 | 5.58 | -0.36 | 2.91 | 11.23 | -1.69 | 4.78 | 4.44 | 2.47 | 2.71 | 6.51 | -0.51 |
| Sharpe Ratio | NA | 0.64 | 0.79 | -0.29 | 0.14 | NA | NA | … | … | -0.98 | 1.30 | 0.45 | 0.99 | -2.76 | -0.48 | 0.65 | 2.87 | -2.41 | 0.80 | 1.84 | -0.43 | -0.02 | 0.00 | 5.01 | -0.21 | 1.90 | 6.50 | -1.05 | 1.17 | 1.22 | 0.28 | 1.10 | 2.79 | -0.60 |
| Standard Deviation(%) | NA | 1.90 | 2.24 | 2.32 | 2.27 | NA | NA | … | … | 2.05 | 1.95 | 2.24 | 2.90 | 2.58 | 1.18 | 4.45 | 1.38 | 0.87 | 0.94 | 1.18 | 1.33 | 0.95 | 1.39 | 1.11 | 1.90 | 1.48 | 1.71 | 2.53 | 1.40 | 0.85 | 0.77 | 1.57 | 2.08 | 5.93 |
| Draw Down(%) | NA | 1.52 | 1.52 | 9.18 | 9.94 | NA | NA | … | … | 1.52 | 1.15 | 1.08 | 1.34 | 7.82 | 1.66 | 9.94 | 0.68 | 0.94 | 0.46 | 1.26 | 1.67 | 1.46 | 2.23 | 0.62 | 3.10 | 1.13 | 0.46 | 4.65 | 0.81 | 0.25 | 0.32 | 1.96 | 1.52 | 2.50 |
| Yield(%) | 0.00 | 3.32 | 3.69 | 2.64 | 2.09 | 1.89 | 2.35 | … | … | 1.15 | 3.70 | 3.95 | 3.30 | 1.45 | 0.81 | 1.33 | 2.11 | 1.88 | 1.09 | 1.24 | 1.09 | 1.18 | 1.19 | 1.55 | 3.25 | 2.22 | 3.71 | 4.03 | 4.56 | 3.98 | 3.00 | 3.07 | 4.11 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/23/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDICX (CALVERT SHORT DURATION INCOME FUND CLASS C) |
-1.57%
Oct 2019 – Oct 2022 |
-0.10%
Oct 2017 – Oct 2022 |
0.31%
Oct 2012 – Oct 2022 |
1.39%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDICX (CALVERT SHORT DURATION INCOME FUND CLASS C) |
5.83%
Oct 2022 – Oct 2025 |
4.53%
Oct 2005 – Oct 2010 |
3.80%
Dec 2002 – Dec 2012 |
2.74%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart