Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIFYX (CALVERT INCOME FUND CLASS Y) | NA | -15.89% | -4.16% | -1.67% | NA | NA | NA | … | … |
Data as of 12/29/2017, Common starting date is 03/06/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIFYX (CALVERT INCOME FUND CLASS Y) | 03/06/2008 | 12/29/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -21.22 | -15.89 | -4.16 | -1.67 | NA | NA | NA | … | … | -16.05 | 5.53 | -0.86 | 4.97 | -0.29 | 8.95 | 3.06 | 4.41 | 11.93 | -14.34 |
| Sharpe Ratio | NA | -0.52 | -0.20 | -0.09 | NA | NA | NA | … | … | -0.69 | 1.37 | -0.20 | 1.69 | -0.08 | 2.89 | 0.70 | 1.45 | 2.86 | -3.28 |
| Standard Deviation(%) | NA | 31.97 | 22.43 | 21.90 | NA | NA | NA | … | … | 24.11 | 3.87 | 4.52 | 2.93 | 3.81 | 3.10 | 4.31 | 2.99 | 4.14 | 5.46 |
| Draw Down(%) | NA | 21.41 | 21.41 | 21.41 | NA | NA | NA | … | … | 21.41 | 4.28 | 3.92 | 1.65 | 5.97 | 1.91 | 4.53 | 1.92 | 3.44 | 16.09 |
| Yield(%) | 0.00 | 3.10 | 3.17 | 3.02 | 2.41 | 1.61 | 1.20 | … | … | 3.09 | 3.26 | 3.04 | 3.02 | 3.11 | 3.67 | 3.71 | 1.27 | 0.00 | 0.00 |
Data as of 12/29/2017, Common starting date is 03/06/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIFYX (CALVERT INCOME FUND CLASS Y) |
1.17%
Apr 2008 – Apr 2011 |
2.26%
Jun 2008 – Jun 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIFYX (CALVERT INCOME FUND CLASS Y) |
8.01%
Feb 2009 – Feb 2012 |
6.54%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart