Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSDAX (CALVERT SHORT DURATION INCOME FUND CLASS A) | 0.28% | 4.07% | 5.48% | 2.58% | 2.69% | 2.38% | 3.04% | … | … |
Data as of 06/03/2026, Common starting date is 02/20/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSDAX (CALVERT SHORT DURATION INCOME FUND CLASS A) | 02/20/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 4.07 | 5.48 | 2.58 | 2.69 | 2.38 | 3.04 | … | … | 0.28 | 6.19 | 5.41 | 7.35 | -5.00 | 0.22 | 3.95 | 6.21 | 0.05 | 2.17 | 3.09 | 0.25 | 0.66 | 0.68 | 6.48 | 0.38 | 3.55 | 12.13 | -0.95 | 5.68 | 5.26 | 3.34 | 3.64 | 8.64 | 3.05 |
| Sharpe Ratio | NA | 0.99 | 1.08 | 0.03 | 0.47 | NA | NA | … | … | -0.62 | 1.60 | 0.76 | 1.23 | -2.44 | 0.16 | 0.83 | 3.22 | -1.50 | 1.62 | 2.32 | 0.17 | 0.71 | 0.47 | 5.82 | 0.18 | 2.32 | 6.93 | -0.74 | 1.86 | 2.13 | 1.46 | 1.72 | 3.83 | 0.67 |
| Standard Deviation(%) | NA | 2.03 | 2.36 | 2.42 | 2.33 | NA | NA | … | … | 2.16 | 2.07 | 2.36 | 3.02 | 2.64 | 1.22 | 4.47 | 1.47 | 0.89 | 0.94 | 1.24 | 1.34 | 0.90 | 1.37 | 1.11 | 1.91 | 1.49 | 1.74 | 2.58 | 1.37 | 0.87 | 0.74 | 1.54 | 2.06 | 3.58 |
| Draw Down(%) | NA | 1.51 | 1.51 | 8.40 | 9.96 | NA | NA | … | … | 1.51 | 1.14 | 1.01 | 1.30 | 7.27 | 1.47 | 9.96 | 0.68 | 0.76 | 0.37 | 1.14 | 1.21 | 1.08 | 2.17 | 0.56 | 2.84 | 1.13 | 0.39 | 4.50 | 0.74 | 0.25 | 0.31 | 1.81 | 1.27 | 2.49 |
| Yield(%) | 0.00 | 4.02 | 4.44 | 3.34 | 2.82 | 2.60 | 3.09 | … | … | 1.41 | 4.45 | 4.70 | 4.05 | 2.17 | 1.57 | 2.08 | 2.89 | 2.60 | 1.85 | 1.93 | 1.82 | 1.90 | 1.89 | 2.37 | 3.98 | 2.91 | 4.52 | 4.81 | 5.30 | 4.77 | 3.85 | 3.92 | 6.16 | 0.31 |
Data as of 06/03/2026, Common starting date is 02/20/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDAX (CALVERT SHORT DURATION INCOME FUND CLASS A) |
-0.81%
Oct 2019 – Oct 2022 |
0.66%
Oct 2017 – Oct 2022 |
1.05%
Oct 2012 – Oct 2022 |
2.14%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSDAX (CALVERT SHORT DURATION INCOME FUND CLASS A) |
6.62%
Oct 2022 – Oct 2025 |
5.34%
Jan 2003 – Jan 2008 |
4.75%
Dec 2002 – Dec 2012 |
3.71%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart