Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLDAX (CALVERT LONG-TERM INCOME FUND CLASS A) | -0.52% | 4.51% | 3.89% | -0.87% | 2.28% | 3.46% | 5.14% | … | … |
Data as of 06/03/2026, Common starting date is 01/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLDAX (CALVERT LONG-TERM INCOME FUND CLASS A) | 01/07/2005 | 06/03/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.51 | 3.89 | -0.87 | 2.28 | 3.46 | 5.14 | … | … | -0.52 | 7.25 | 1.76 | 5.82 | -13.14 | -6.66 | 11.53 | 20.76 | -5.74 | 8.38 | 6.49 | -3.92 | 15.14 | -5.48 | 11.94 | 9.18 | 9.96 | 17.08 | 5.62 | 8.30 | 5.44 | 5.08 |
| Sharpe Ratio | NA | 0.60 | 0.20 | -0.56 | 0.11 | NA | NA | … | … | -0.72 | 1.00 | -0.34 | 0.31 | -2.14 | -1.14 | 0.90 | 2.73 | -1.24 | 1.30 | 0.83 | -0.40 | 2.29 | -0.66 | 2.02 | 1.50 | 2.18 | 2.68 | 0.64 | 1.17 | 0.58 | 0.70 |
| Standard Deviation(%) | NA | 3.97 | 5.31 | 6.02 | 7.07 | NA | NA | … | … | 4.38 | 4.38 | 5.41 | 7.05 | 6.85 | 5.85 | 12.50 | 7.06 | 5.75 | 5.97 | 7.55 | 9.97 | 6.62 | 8.31 | 5.93 | 6.11 | 4.53 | 6.33 | 7.25 | 4.44 | 3.49 | 4.18 |
| Draw Down(%) | NA | 3.24 | 5.82 | 21.55 | 23.91 | NA | NA | … | … | 3.24 | 2.77 | 3.99 | 7.05 | 16.65 | 7.08 | 18.88 | 4.47 | 8.13 | 3.02 | 8.96 | 10.15 | 4.00 | 11.91 | 3.16 | 4.11 | 2.66 | 3.18 | 5.86 | 3.02 | 2.47 | 3.07 |
| Yield(%) | 0.00 | 3.90 | 4.16 | 2.79 | 3.33 | 4.11 | 5.43 | … | … | 1.37 | 4.34 | 4.42 | 3.91 | 1.88 | 1.28 | 2.73 | 3.55 | 3.32 | 3.20 | 6.71 | 2.65 | 5.60 | 5.14 | 9.21 | 6.81 | 7.21 | 8.99 | 7.02 | 6.58 | 4.10 | 3.25 |
Data as of 06/03/2026, Common starting date is 01/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDAX (CALVERT LONG-TERM INCOME FUND CLASS A) |
-6.86%
Oct 2020 – Oct 2023 |
-2.24%
Jul 2020 – Jul 2025 |
1.63%
Jan 2015 – Jan 2025 |
3.47%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDAX (CALVERT LONG-TERM INCOME FUND CLASS A) |
14.20%
Oct 2008 – Oct 2011 |
11.52%
Jul 2007 – Jul 2012 |
8.50%
Jul 2006 – Jul 2016 |
7.62%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart