Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFOIX (Calvert Floating-Rate Advantage Fund -) | -0.28% | 2.82% | 6.93% | 4.80% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFOIX (Calvert Floating-Rate Advantage Fund -) | 11/14/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.82 | 6.93 | 4.80 | NA | NA | NA | … | … | -0.28 | 3.67 | 8.92 | 13.82 | -3.26 | 4.36 | 0.59 | 9.33 | -1.27 | 0.33 |
| Sharpe Ratio | NA | 0.35 | 1.48 | 0.76 | NA | NA | NA | … | … | -1.72 | 0.30 | 1.91 | 3.00 | -1.15 | 3.03 | 0.03 | 3.01 | -1.47 | 1.73 |
| Standard Deviation(%) | NA | 2.01 | 2.74 | 3.04 | NA | NA | NA | … | … | 1.86 | 2.65 | 2.78 | 3.42 | 4.07 | 1.43 | 11.45 | 2.61 | 1.81 | 1.03 |
| Draw Down(%) | NA | 0.89 | 3.18 | 7.54 | NA | NA | NA | … | … | 0.89 | 3.18 | 0.78 | 1.92 | 7.54 | 0.63 | 22.37 | 0.93 | 4.77 | 0.10 |
| Yield(%) | 0.00 | 5.51 | 7.68 | 6.46 | 4.60 | 3.06 | 2.30 | … | … | 1.67 | 6.83 | 8.62 | 9.27 | 5.48 | 3.96 | 4.05 | 5.26 | 4.36 | 0.33 |
Data as of 06/05/2026, Common starting date is 11/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFOIX (Calvert Floating-Rate Advantage Fund -) |
0.32%
Sep 2019 – Sep 2022 |
1.85%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFOIX (Calvert Floating-Rate Advantage Fund -) |
9.40%
Sep 2022 – Sep 2025 |
7.58%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart