Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFORX (Calvert Floating-Rate Advantage Fund -6) | -0.41% | 2.77% | 6.92% | 4.81% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFORX (Calvert Floating-Rate Advantage Fund -6) | 10/11/2017 | 06/04/2026 |
| 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 | 2.77 | 6.92 | 4.81 | NA | NA | NA | … | … | -0.41 | 3.75 | 8.92 | 13.82 | -3.16 | 4.26 | 0.59 | 9.45 | -1.33 | 0.04 |
| Sharpe Ratio | NA | 0.32 | 1.46 | 0.75 | NA | NA | NA | … | … | -1.94 | 0.32 | 1.92 | 2.99 | -1.12 | 3.10 | 0.03 | 3.06 | -1.42 | -0.86 |
| Standard Deviation(%) | NA | 2.08 | 2.77 | 3.05 | NA | NA | NA | … | … | 1.81 | 2.72 | 2.76 | 3.43 | 4.11 | 1.36 | 11.49 | 2.60 | 1.91 | 0.80 |
| Draw Down(%) | NA | 0.89 | 3.19 | 7.44 | NA | NA | NA | … | … | 0.89 | 3.19 | 0.78 | 1.81 | 7.44 | 0.63 | 22.40 | 0.93 | 4.88 | 0.30 |
| Yield(%) | 0.00 | 5.47 | 7.67 | 6.46 | 4.58 | 3.05 | 2.29 | … | … | 1.66 | 6.80 | 8.62 | 9.27 | 5.46 | 3.96 | 4.04 | 5.26 | 4.31 | 0.34 |
Data as of 06/04/2026, Common starting date is 10/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFORX (Calvert Floating-Rate Advantage Fund -6) |
0.32%
Sep 2019 – Sep 2022 |
1.86%
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 |
|---|---|---|---|---|
| CFORX (Calvert Floating-Rate Advantage Fund -6) |
9.39%
Sep 2022 – Sep 2025 |
7.58%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart