Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return