Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSBCX (CALVERT BOND PORTFOLIO CLASS C) | -0.60% | 4.26% | 4.05% | -0.09% | 1.25% | 1.70% | 2.32% | … | … |
Data as of 06/03/2026, Common starting date is 06/24/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSBCX (CALVERT BOND PORTFOLIO CLASS C) | 06/24/1998 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.26 | 4.05 | -0.09 | 1.25 | 1.70 | 2.32 | … | … | -0.60 | 7.08 | 2.07 | 6.42 | -13.13 | -1.89 | 5.17 | 7.60 | -0.95 | 3.29 | 2.58 | -0.84 | 5.30 | -3.41 | 6.85 | 4.70 | 5.38 | 9.97 | -5.76 | 5.84 | 3.43 | 3.57 | 5.03 | 5.36 | -0.13 | 3.74 | 4.63 | -0.76 | -1.34 |
| Sharpe Ratio | NA | 0.53 | 0.24 | -0.48 | -0.07 | NA | NA | … | … | -0.78 | 0.99 | -0.30 | 0.40 | -2.27 | -0.65 | 0.91 | 2.01 | -1.07 | 1.08 | 0.86 | -0.19 | 1.85 | -0.89 | 2.11 | 1.05 | 1.54 | 2.85 | -1.48 | 0.82 | 0.01 | 0.54 | 1.23 | 1.00 | -0.28 | 0.19 | 0.09 | -0.96 | -0.80 |
| Standard Deviation(%) | NA | 3.86 | 5.23 | 5.45 | 4.53 | NA | NA | … | … | 4.25 | 4.25 | 5.24 | 6.92 | 6.45 | 2.93 | 5.40 | 3.05 | 2.20 | 2.46 | 2.74 | 4.51 | 2.86 | 3.86 | 3.24 | 4.45 | 3.45 | 3.47 | 4.54 | 3.31 | 2.55 | 2.41 | 3.28 | 4.64 | 4.60 | 6.76 | 4.53 | 4.32 | 7.26 |
| Draw Down(%) | NA | 3.30 | 5.86 | 18.90 | 18.90 | NA | NA | … | … | 3.30 | 2.75 | 3.81 | 6.80 | 16.66 | 2.96 | 9.89 | 1.92 | 2.57 | 1.26 | 3.62 | 4.21 | 1.50 | 6.70 | 1.64 | 3.83 | 2.84 | 1.85 | 8.24 | 2.16 | 1.73 | 1.66 | 3.96 | 4.74 | 3.21 | 8.18 | 5.36 | 3.56 | 4.79 |
| Yield(%) | 0.00 | 3.26 | 3.50 | 2.46 | 2.15 | 2.20 | 2.63 | … | … | 1.11 | 3.66 | 3.70 | 3.26 | 1.68 | 1.07 | 1.40 | 2.74 | 1.66 | 1.43 | 1.76 | 1.55 | 1.64 | 1.55 | 3.37 | 3.09 | 2.78 | 3.16 | 4.91 | 5.32 | 3.59 | 4.23 | 4.75 | 3.56 | 0.00 | 0.55 | 5.95 | 4.52 | 2.67 |
Data as of 06/03/2026, Common starting date is 06/24/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSBCX (CALVERT BOND PORTFOLIO CLASS C) |
-5.45%
Oct 2020 – Oct 2023 |
-1.45%
Oct 2017 – Oct 2022 |
-0.11%
Oct 2012 – Oct 2022 |
1.38%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSBCX (CALVERT BOND PORTFOLIO CLASS C) |
7.70%
Feb 2009 – Feb 2012 |
5.38%
Feb 2009 – Feb 2014 |
4.41%
Oct 2002 – Oct 2012 |
3.74%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart