Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUBIX (CALVERT UNCONSTRAINED BOND FUND CLASS I) | 0.37% | 5.18% | 7.00% | 4.08% | 4.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUBIX (CALVERT UNCONSTRAINED BOND FUND CLASS I) | 10/02/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 5.18 | 7.00 | 4.08 | 4.23 | NA | NA | … | … | 0.37 | 8.27 | 6.56 | 8.72 | -3.58 | 3.81 | 4.12 | 7.06 | 0.44 | 3.60 | 6.73 | 1.92 | 0.13 |
| Sharpe Ratio | NA | 1.28 | 1.35 | 0.55 | 0.89 | NA | NA | … | … | -0.40 | 2.04 | 0.94 | 1.51 | -1.63 | 3.10 | 0.67 | 4.78 | -1.07 | 4.14 | 2.54 | 1.81 | 0.41 |
| Standard Deviation(%) | NA | 2.71 | 3.08 | 2.93 | 2.91 | NA | NA | … | … | 3.23 | 2.65 | 3.12 | 3.39 | 3.07 | 1.22 | 5.79 | 1.17 | 0.89 | 0.71 | 2.57 | 1.05 | 1.33 |
| Draw Down(%) | NA | 2.26 | 2.26 | 6.93 | 14.12 | NA | NA | … | … | 2.26 | 1.82 | 1.69 | 1.87 | 6.80 | 0.80 | 14.12 | 0.13 | 1.11 | 0.15 | 1.83 | 1.13 | 0.75 |
| Yield(%) | 0.00 | 4.55 | 5.29 | 4.70 | 4.19 | 3.14 | 2.36 | … | … | 1.56 | 5.11 | 5.56 | 5.43 | 4.89 | 3.59 | 2.88 | 3.48 | 3.24 | 3.69 | 4.58 | 3.20 | 0.60 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CUBIX (CALVERT UNCONSTRAINED BOND FUND CLASS I) |
-0.03%
Mar 2017 – Mar 2020 |
1.51%
Mar 2015 – Mar 2020 |
3.87%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUBIX (CALVERT UNCONSTRAINED BOND FUND CLASS I) |
8.27%
Oct 2022 – Oct 2025 |
6.31%
Mar 2020 – Mar 2025 |
4.73%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart