Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTTCX (Calvert tax-Free Responsible Impact Bond) | 1.16% | 6.45% | 3.00% | 0.10% | 1.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTTCX (Calvert tax-Free Responsible Impact Bond) | 07/16/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 6.45 | 3.00 | 0.10 | 1.05 | NA | NA | … | … | 1.16 | 3.45 | 0.89 | 4.71 | -8.89 | -0.56 | 3.60 | 6.30 | -0.19 | 4.26 | -1.25 | 2.97 |
| Sharpe Ratio | NA | 1.41 | 0.01 | -0.67 | -0.16 | NA | NA | … | … | -0.04 | 0.12 | -0.85 | 0.28 | -2.93 | -0.38 | 0.43 | 2.72 | -1.05 | 1.75 | -0.53 | 4.81 |
| Standard Deviation(%) | NA | 2.54 | 3.93 | 3.61 | 3.79 | NA | NA | … | … | 2.97 | 4.80 | 3.20 | 3.85 | 3.54 | 1.56 | 7.76 | 1.78 | 1.51 | 2.06 | 2.75 | 1.34 |
| Draw Down(%) | NA | 2.94 | 5.87 | 13.77 | 13.86 | NA | NA | … | … | 2.94 | 5.40 | 2.70 | 6.65 | 12.89 | 2.36 | 11.37 | 1.68 | 2.35 | 1.34 | 6.56 | 0.54 |
| Yield(%) | 0.00 | 2.28 | 2.24 | 1.56 | 1.48 | 1.14 | 0.85 | … | … | 0.83 | 2.38 | 2.23 | 1.97 | 0.87 | 0.27 | 0.71 | 1.46 | 1.68 | 1.91 | 1.91 | 0.92 |
Data as of 06/04/2026, Common starting date is 07/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTTCX (Calvert tax-Free Responsible Impact Bond) |
-3.82%
Oct 2020 – Oct 2023 |
-1.10%
Jul 2020 – Jul 2025 |
0.97%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTTCX (Calvert tax-Free Responsible Impact Bond) |
4.34%
Feb 2017 – Feb 2020 |
2.95%
Nov 2016 – Nov 2021 |
1.31%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
