Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTTLX (CALVERT TAX-FREE RESPONSIBLE IMPACT BOND FUND CLASS A) | 1.34% | 7.34% | 3.74% | 0.87% | 1.78% | 2.54% | 2.51% | … | … |
Data as of 06/03/2026, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTTLX (CALVERT TAX-FREE RESPONSIBLE IMPACT BOND FUND 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 (%) | 0.52 | 7.34 | 3.74 | 0.87 | 1.78 | 2.54 | 2.51 | … | … | 1.34 | 4.24 | 1.65 | 5.52 | -8.19 | 0.21 | 4.37 | 7.10 | 0.54 | 5.00 | -0.65 | 2.94 | 7.48 | -4.16 | 7.51 | 8.54 | -0.45 | 9.51 | -5.19 | 1.80 | 4.25 | 4.15 | 2.19 | 4.79 | 10.43 | 3.69 | 12.92 | -4.51 | 5.07 | 8.36 | 5.65 |
| Sharpe Ratio | NA | 1.67 | 0.21 | -0.46 | 0.03 | NA | NA | … | … | 0.16 | 0.28 | -0.60 | 0.48 | -2.69 | 0.11 | 0.53 | 3.06 | -0.57 | 2.09 | -0.31 | 1.77 | 4.27 | -1.13 | 3.33 | 2.96 | -0.20 | 2.74 | -0.97 | -0.61 | 0.47 | 1.07 | 0.38 | 0.95 | 2.54 | 0.42 | 3.58 | -3.05 | 0.56 | 1.66 | 2.17 |
| Standard Deviation(%) | NA | 2.62 | 3.99 | 3.67 | 3.82 | NA | NA | … | … | 3.03 | 4.84 | 3.26 | 3.93 | 3.60 | 1.60 | 7.75 | 1.84 | 1.47 | 2.09 | 2.73 | 1.64 | 1.75 | 3.73 | 2.26 | 2.87 | 2.71 | 3.44 | 6.29 | 2.22 | 1.77 | 1.77 | 3.19 | 4.26 | 3.65 | 3.02 | 2.43 | 2.58 | 2.87 | 2.81 | 3.37 |
| Draw Down(%) | NA | 2.94 | 5.57 | 12.94 | 12.94 | NA | NA | … | … | 2.94 | 5.34 | 2.63 | 6.29 | 12.38 | 2.36 | 11.37 | 1.63 | 1.75 | 1.34 | 6.32 | 2.44 | 1.63 | 8.36 | 2.07 | 2.85 | 5.77 | 2.91 | 11.91 | 2.57 | 1.24 | 1.61 | 5.93 | 6.88 | 4.89 | 4.48 | 3.18 | 6.74 | 2.77 | 2.24 | 1.91 |
| Yield(%) | 0.00 | 3.00 | 2.98 | 2.25 | 2.18 | 2.56 | 2.68 | … | … | 1.07 | 3.14 | 2.98 | 2.74 | 1.57 | 1.03 | 1.46 | 2.24 | 2.39 | 2.63 | 2.40 | 2.62 | 3.11 | 3.20 | 3.09 | 3.33 | 3.02 | 3.87 | 3.78 | 3.74 | 3.97 | 4.67 | 3.85 | 5.29 | 5.08 | 5.21 | 4.98 | 4.60 | 7.57 | 5.37 | 3.56 |
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 |
|---|---|---|---|---|
| CTTLX (CALVERT TAX-FREE RESPONSIBLE IMPACT BOND FUND CLASS A) |
-3.08%
Oct 2020 – Oct 2023 |
-0.34%
Jul 2020 – Jul 2025 |
0.93%
Oct 2012 – Oct 2022 |
1.91%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTTLX (CALVERT TAX-FREE RESPONSIBLE IMPACT BOND FUND CLASS A) |
9.88%
May 2000 – May 2003 |
7.05%
Jan 2000 – Jan 2005 |
5.28%
Aug 1996 – Aug 2006 |
4.51%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart
