Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CINCX (CALVERT INCOME FUND CLASS I) | 3.72% | 5.91% | 4.38% | 1.53% | 3.36% | 3.56% | 3.69% | 4.79% |
Data as of 07/28/2025, AR inception is 03/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CINCX (CALVERT INCOME FUND CLASS I) | 03/24/1999 | 07/28/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 5.91 | 4.38 | 1.53 | 3.36 | 3.56 | 3.69 | 4.79 | 3.72 | 4.34 | 8.85 | -15.36 | 1.90 | 8.57 | 14.97 | -2.98 | 7.00 | 5.61 | -0.55 | 5.21 | -0.02 | 9.19 | 3.30 | 6.87 | 17.14 | -11.34 | 5.71 | 5.43 | 4.22 | 5.85 | 14.46 | 5.52 | 14.70 | 5.24 | 3.04 |
| Sharpe Ratio | NA | 0.74 | 0.21 | -0.09 | 0.37 | NA | NA | 0.75 | 0.89 | -0.44 | 0.67 | -2.33 | 0.51 | 0.99 | 3.85 | -1.56 | 2.11 | 1.39 | -0.13 | 1.78 | -0.01 | 2.90 | 0.75 | 2.36 | 4.31 | -2.45 | 0.84 | 0.93 | 0.94 | 1.67 | 3.32 | 0.95 | 2.30 | 0.23 | 0.14 |
| Standard Deviation(%) | NA | 4.53 | 6.12 | 5.63 | 5.25 | NA | NA | 4.49 | 4.45 | 5.17 | 6.94 | 7.23 | 3.71 | 8.36 | 3.52 | 2.76 | 3.04 | 3.89 | 4.57 | 2.92 | 3.82 | 3.18 | 4.36 | 2.87 | 3.95 | 4.99 | 3.23 | 2.34 | 2.20 | 2.94 | 4.15 | 4.66 | 5.47 | 4.90 | 4.81 |
| Draw Down(%) | NA | 3.41 | 9.96 | 20.57 | 20.57 | NA | NA | 20.57 | 2.93 | 3.00 | 7.22 | 19.73 | 3.26 | 16.59 | 2.25 | 3.41 | 1.54 | 4.25 | 3.83 | 1.62 | 5.79 | 1.86 | 4.56 | 1.84 | 2.50 | 14.05 | 1.96 | 1.09 | 1.65 | 3.47 | 3.02 | 4.81 | 3.76 | 6.28 | 2.86 |
| Yield(%) | 0.00 | 4.51 | 4.72 | 3.77 | 3.82 | 3.82 | 3.94 | 4.91 | 1.75 | 5.57 | 5.28 | 3.36 | 2.92 | 3.34 | 3.85 | 3.62 | 3.42 | 3.38 | 3.34 | 3.30 | 3.36 | 3.91 | 4.08 | 3.75 | 4.87 | 5.36 | 6.91 | 5.18 | 5.54 | 6.17 | 9.85 | 7.22 | 10.84 | 8.67 | 5.40 |
Data as of 07/28/2025, AR inception is 03/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINCX (CALVERT INCOME FUND CLASS I) |
-3.67%
Oct 2020 - Oct 2023 |
0.30%
Oct 2017 - Oct 2022 |
1.81%
Oct 2012 - Oct 2022 |
2.76%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINCX (CALVERT INCOME FUND CLASS I) |
11.47%
Dec 2000 - Dec 2003 |
9.63%
May 2000 - May 2005 |
6.89%
Apr 2000 - Apr 2010 |
6.07%
Apr 2000 - Apr 2015 |
Annualized Rolling Returns Comparison Chart