Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFICX (CALVERT INCOME FUND CLASS A) | -0.05% | 5.70% | 6.34% | 1.27% | 3.09% | 3.09% | 3.43% | … | … |
Data as of 06/03/2026, Common starting date is 01/30/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFICX (CALVERT INCOME FUND CLASS A) | 01/30/1986 | 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 5.70 | 6.34 | 1.27 | 3.09 | 3.09 | 3.43 | … | … | -0.05 | 8.91 | 4.57 | 8.33 | -15.55 | 1.71 | 8.27 | 14.75 | -3.36 | 6.56 | 5.31 | -1.19 | 4.88 | -0.75 | 8.63 | 2.64 | 6.40 | 16.42 | -12.00 | 5.09 | 4.81 | 3.48 | 5.22 | 13.66 | 4.42 | 14.21 | 4.81 | 7.24 | 10.48 | 11.40 | 3.61 | 18.49 | -6.18 | 10.79 | 7.43 | 18.22 | 4.23 | 15.09 | 10.30 | -0.02 | 10.66 |
| Sharpe Ratio | NA | 1.02 | 0.72 | -0.21 | 0.30 | NA | NA | … | … | -0.43 | 1.53 | 0.18 | 0.68 | -2.35 | 0.46 | 0.96 | 3.86 | -1.68 | 1.97 | 1.33 | -0.27 | 1.68 | -0.21 | 2.77 | 0.59 | 2.16 | 4.10 | -2.57 | 0.60 | 0.60 | 0.56 | 1.44 | 3.15 | 0.71 | 2.17 | 0.11 | 0.86 | 1.45 | 1.81 | -0.01 | 3.04 | -1.26 | 1.96 | 1.30 | 3.96 | -0.26 | 2.71 | 1.51 | -0.58 | 0.97 |
| Standard Deviation(%) | NA | 3.71 | 5.15 | 5.64 | 5.22 | NA | NA | … | … | 4.21 | 3.95 | 5.21 | 6.89 | 7.24 | 3.69 | 8.30 | 3.44 | 2.83 | 3.01 | 3.85 | 4.59 | 2.89 | 3.78 | 3.12 | 4.38 | 2.91 | 3.98 | 5.03 | 3.22 | 2.33 | 2.17 | 2.95 | 4.11 | 4.63 | 5.51 | 5.23 | 4.49 | 4.83 | 4.24 | 5.11 | 4.77 | 7.33 | 4.37 | 3.77 | 3.59 | 4.93 | 3.37 | 3.57 | 7.33 | 7.56 |
| Draw Down(%) | NA | 3.08 | 5.70 | 20.80 | 20.80 | NA | NA | … | … | 3.08 | 2.89 | 3.05 | 7.62 | 19.93 | 3.26 | 16.53 | 2.26 | 3.73 | 1.60 | 4.32 | 4.02 | 1.79 | 6.06 | 1.87 | 4.64 | 1.96 | 2.61 | 14.55 | 2.02 | 1.35 | 1.70 | 3.59 | 3.08 | 5.17 | 3.86 | 6.41 | 2.60 | 3.22 | 2.53 | 4.19 | 2.41 | 9.93 | 4.51 | 2.81 | 1.54 | 4.14 | 1.46 | 2.61 | 8.54 | 4.85 |
| Yield(%) | 0.00 | 4.44 | 5.04 | 3.73 | 3.63 | 3.42 | 3.64 | … | … | 1.50 | 5.01 | 5.32 | 4.80 | 3.15 | 2.67 | 3.11 | 3.60 | 3.37 | 3.05 | 3.02 | 2.76 | 2.98 | 2.70 | 3.31 | 3.38 | 3.35 | 4.13 | 4.80 | 6.38 | 4.59 | 4.83 | 5.50 | 9.17 | 6.27 | 10.45 | 8.22 | 7.40 | 10.97 | 9.96 | 5.94 | 6.93 | 6.60 | 7.43 | 7.43 | 8.17 | 8.16 | 8.97 | 9.10 | 8.29 | 9.04 |
Data as of 06/03/2026, Common starting date is 01/30/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFICX (CALVERT INCOME FUND CLASS A) |
-3.97%
Oct 2020 – Oct 2023 |
0.04%
Oct 2017 – Oct 2022 |
1.45%
Oct 2012 – Oct 2022 |
2.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFICX (CALVERT INCOME FUND CLASS A) |
14.29%
Oct 1990 – Oct 1993 |
12.26%
Aug 1988 – Aug 1993 |
9.32%
Jul 1991 – Jul 2001 |
9.10%
Mar 1989 – Mar 2004 |
Annualized Rolling Returns Comparison Chart