Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUBAX (CALVERT UNCONSTRAINED BOND FUND CLASS A) | 0.15% | 5.08% | 6.69% | 3.79% | 3.93% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBAX (CALVERT UNCONSTRAINED BOND FUND CLASS A) | 10/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 5.08 | 6.69 | 3.79 | 3.93 | NA | NA | … | … | 0.15 | 8.00 | 6.28 | 8.44 | -3.88 | 3.62 | 3.86 | 6.77 | 0.12 | 3.22 | 6.24 | 1.56 | 0.05 |
| Sharpe Ratio | NA | 1.22 | 1.28 | 0.47 | 0.80 | NA | NA | … | … | -0.40 | 1.97 | 0.85 | 1.45 | -1.76 | 3.03 | 0.62 | 4.83 | -1.40 | 3.56 | 2.34 | 1.48 | 0.16 |
| Standard Deviation(%) | NA | 2.70 | 3.07 | 2.91 | 2.89 | NA | NA | … | … | 3.26 | 2.61 | 3.12 | 3.33 | 3.04 | 1.19 | 5.76 | 1.10 | 0.91 | 0.72 | 2.58 | 1.04 | 1.31 |
| Draw Down(%) | NA | 2.26 | 2.26 | 7.15 | 14.10 | NA | NA | … | … | 2.26 | 1.84 | 1.68 | 1.88 | 6.97 | 0.81 | 14.10 | 0.13 | 1.16 | 0.13 | 1.86 | 1.28 | 0.79 |
| Yield(%) | 0.00 | 4.33 | 5.04 | 4.47 | 3.91 | 2.90 | 2.17 | … | … | 1.48 | 4.86 | 5.29 | 5.18 | 4.63 | 3.34 | 2.65 | 3.22 | 2.99 | 3.25 | 4.11 | 2.58 | 0.45 |
Data as of 06/03/2026, Common starting date is 10/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBAX (CALVERT UNCONSTRAINED BOND FUND CLASS A) |
-0.33%
Mar 2017 – Mar 2020 |
1.16%
Mar 2015 – Mar 2020 |
3.56%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBAX (CALVERT UNCONSTRAINED BOND FUND CLASS A) |
7.99%
Oct 2022 – Oct 2025 |
6.03%
Mar 2020 – Mar 2025 |
4.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart