Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CHBCX (CALVERT HIGH YIELD BOND FUND CLASS C) | -0.08% | 4.30% | 4.57% | 3.40% | 2.44% | NA | NA | 3.47% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHBCX (CALVERT HIGH YIELD BOND FUND CLASS C) | 11/03/2011 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 11/03/2011.
AR inception is since 11/03/2011.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 4.30 | 4.57 | 3.40 | 2.44 | NA | NA | 3.47 | -0.08 | 5.68 | 9.95 | -11.63 | 2.63 | 4.38 | 11.71 | -3.57 | 3.91 | 10.09 | -3.40 | -2.07 | 7.18 | 13.07 | 0.40 |
| Sharpe Ratio | NA | -0.49 | -0.05 | 0.20 | 0.17 | NA | NA | 0.50 | -0.74 | -0.33 | 1.17 | -1.85 | 1.11 | 0.44 | 4.60 | -2.05 | 2.01 | 2.97 | -1.07 | -0.65 | 2.72 | 6.04 | 0.87 |
| Standard Deviation(%) | NA | 3.08 | 5.08 | 4.65 | 4.64 | NA | NA | 4.23 | 3.96 | 2.73 | 4.91 | 7.08 | 2.35 | 9.41 | 2.24 | 2.39 | 1.64 | 3.33 | 3.20 | 3.22 | 2.62 | 2.17 | 2.98 |
| Draw Down(%) | NA | 4.13 | 8.05 | 15.26 | 17.59 | NA | NA | 17.59 | 3.75 | 1.73 | 4.09 | 15.17 | 2.21 | 17.59 | 0.84 | 4.67 | 1.29 | 3.02 | 7.21 | 7.95 | 4.27 | 2.19 | 2.27 |
| Yield(%) | 0.00 | 2.84 | 3.81 | 3.64 | 3.48 | 3.64 | 2.73 | 4.20 | 0.00 | 4.36 | 4.62 | 3.33 | 3.19 | 3.54 | 4.29 | 3.71 | 3.77 | 3.81 | 3.95 | 6.42 | 5.72 | 4.22 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHBCX (CALVERT HIGH YIELD BOND FUND CLASS C) |
-2.38%
Sep 2019 - Sep 2022 |
-0.25%
Sep 2017 - Sep 2022 |
1.31%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHBCX (CALVERT HIGH YIELD BOND FUND CLASS C) |
6.17%
Dec 2018 - Dec 2021 |
5.37%
Jan 2016 - Jan 2021 |
4.23%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart