Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CLDAX (CALVERT LONG-TERM INCOME FUND CLASS A) | 3.66% | 6.50% | 2.71% | -1.35% | 2.87% | 3.82% | 4.93% | 5.22% |
Data as of 06/30/2025, AR inception is 01/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLDAX (CALVERT LONG-TERM INCOME FUND CLASS A) | 01/07/2005 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.70 | 6.50 | 2.71 | -1.35 | 2.87 | 3.82 | 4.93 | 5.22 | 3.66 | 1.38 | 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 | 0.19 | -0.11 | -0.57 | 0.17 | NA | NA | 0.56 | 0.37 | -0.96 | 0.22 | -2.13 | -1.14 | 0.90 | 2.74 | -1.23 | 1.30 | 0.83 | -0.40 | 2.29 | -0.66 | 2.02 | 1.50 | 2.18 | 2.68 | 0.65 | 1.20 | 0.63 | 0.72 |
| Standard Deviation(%) | NA | 5.07 | 6.33 | 6.39 | 7.47 | NA | NA | 6.83 | 5.25 | 5.41 | 7.09 | 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 | 4.48 | 9.12 | 23.91 | 23.91 | NA | NA | 23.91 | 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 | 4.14 | 3.74 | 2.53 | 3.44 | 4.40 | 5.16 | 5.44 | 1.83 | 4.42 | 3.91 | 1.88 | 1.29 | 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 06/30/2025, AR inception 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 |
-1.30%
Feb 2020 - Feb 2025 |
1.63%
Jan 2015 - Jan 2025 |
3.84%
May 2010 - May 2025 |
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