Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTTIX (Calvert tax-Free Responsible Impact Bond) | 1.49% | 7.42% | 4.00% | 1.10% | 2.08% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTTIX (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 | 7.42 | 4.00 | 1.10 | 2.08 | NA | NA | … | … | 1.49 | 4.48 | 1.91 | 5.76 | -7.94 | 0.38 | 4.69 | 7.39 | 0.92 | 5.35 | -0.14 | 3.49 |
| Sharpe Ratio | NA | 1.72 | 0.27 | -0.39 | 0.11 | NA | NA | … | … | 0.22 | 0.33 | -0.52 | 0.55 | -2.60 | 0.22 | 0.57 | 3.14 | -0.31 | 2.32 | -0.13 | 5.38 |
| Standard Deviation(%) | NA | 2.70 | 4.01 | 3.69 | 3.82 | NA | NA | … | … | 3.14 | 4.88 | 3.30 | 3.88 | 3.61 | 1.60 | 7.74 | 1.89 | 1.47 | 2.03 | 2.76 | 1.42 |
| Draw Down(%) | NA | 3.00 | 5.48 | 12.73 | 12.73 | NA | NA | … | … | 3.00 | 5.30 | 2.61 | 6.16 | 12.25 | 2.30 | 11.34 | 1.63 | 1.63 | 1.25 | 6.18 | 0.51 |
| Yield(%) | 0.00 | 3.23 | 3.22 | 2.47 | 2.46 | 1.87 | 1.40 | … | … | 1.16 | 3.37 | 3.23 | 2.97 | 1.80 | 1.26 | 1.72 | 2.53 | 2.64 | 2.97 | 2.96 | 1.37 |
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 |
|---|---|---|---|---|
| CTTIX (Calvert tax-Free Responsible Impact Bond) |
-2.86%
Oct 2020 – Oct 2023 |
-0.09%
Jul 2020 – Jul 2025 |
2.01%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTTIX (Calvert tax-Free Responsible Impact Bond) |
5.44%
Feb 2017 – Feb 2020 |
4.02%
Nov 2016 – Nov 2021 |
2.36%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart