Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSIBX (CALVERT BOND PORTFOLIO CLASS A) | -0.32% | 5.02% | 4.86% | 0.70% | 2.06% | 2.53% | 3.14% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSIBX (CALVERT BOND PORTFOLIO CLASS A) | 06/21/1996 | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.02 | 4.86 | 0.70 | 2.06 | 2.53 | 3.14 | … | … | -0.32 | 7.91 | 2.83 | 7.33 | -12.44 | -1.08 | 6.05 | 8.44 | -0.16 | 4.19 | 3.42 | 0.02 | 6.11 | -2.61 | 7.69 | 5.59 | 5.92 | 10.86 | -5.02 | 6.67 | 4.30 | 4.52 | 5.94 | 8.17 | 5.73 | 13.40 | 5.97 | 0.66 | 6.15 | 9.88 | 5.88 |
| Sharpe Ratio | NA | 0.73 | 0.39 | -0.33 | 0.11 | NA | NA | … | … | -0.60 | 1.18 | -0.15 | 0.53 | -2.14 | -0.37 | 1.06 | 2.26 | -0.70 | 1.40 | 1.15 | 0.00 | 2.16 | -0.69 | 2.36 | 1.24 | 1.69 | 3.12 | -1.30 | 1.06 | 0.35 | 0.94 | 1.51 | 1.71 | 1.03 | 2.07 | 0.30 | -0.60 | 0.59 | 1.67 | 1.89 |
| Standard Deviation(%) | NA | 3.99 | 5.27 | 5.50 | 4.58 | NA | NA | … | … | 4.41 | 4.29 | 5.27 | 6.99 | 6.52 | 2.94 | 5.43 | 3.09 | 2.20 | 2.52 | 2.79 | 4.46 | 2.83 | 3.85 | 3.26 | 4.48 | 3.45 | 3.46 | 4.58 | 3.32 | 2.54 | 2.39 | 3.28 | 4.35 | 4.46 | 5.38 | 5.86 | 4.54 | 4.58 | 3.70 | 4.12 |
| Draw Down(%) | NA | 3.14 | 5.62 | 18.16 | 18.16 | NA | NA | … | … | 3.14 | 2.67 | 3.65 | 6.38 | 16.20 | 2.67 | 9.88 | 1.90 | 2.19 | 1.25 | 3.44 | 3.86 | 1.43 | 6.46 | 1.63 | 3.79 | 2.69 | 1.71 | 7.69 | 2.08 | 1.37 | 1.52 | 3.87 | 4.31 | 2.61 | 3.68 | 5.84 | 3.16 | 3.65 | 2.29 | 1.80 |
| Yield(%) | 0.00 | 4.01 | 4.29 | 3.15 | 2.92 | 3.00 | 3.42 | … | … | 1.37 | 4.47 | 4.50 | 4.07 | 2.41 | 1.86 | 2.22 | 3.59 | 2.43 | 2.26 | 2.60 | 2.39 | 2.45 | 2.32 | 4.19 | 3.90 | 3.32 | 3.96 | 5.67 | 6.10 | 4.42 | 5.08 | 5.63 | 6.25 | 5.80 | 9.84 | 7.10 | 5.83 | 8.90 | 7.05 | 3.40 |
Data as of 06/03/2026, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIBX (CALVERT BOND PORTFOLIO CLASS A) |
-4.70%
Oct 2020 – Oct 2023 |
-0.65%
Oct 2017 – Oct 2022 |
0.71%
Oct 2012 – Oct 2022 |
2.19%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIBX (CALVERT BOND PORTFOLIO CLASS A) |
10.59%
May 2000 – May 2003 |
8.57%
May 2000 – May 2005 |
6.68%
Mar 1997 – Mar 2007 |
6.05%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart