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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CULAX (CALVERT ULTRA-SHORT INCOME FUND CLASS A) 1.86% 4.58% 5.04% 3.03% 2.16% 1.81% NA 2.43%
Data as of 07/25/2025, AR inception is 11/02/2006
More Performance Analytics Comparison
Name Start Date End Date
CULAX (CALVERT ULTRA-SHORT INCOME FUND CLASS A) 11/02/2006 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.00 4.58 5.04 3.03 2.16 1.81 NA 2.43 1.86 5.70 6.07 -0.26 0.43 0.66 3.31 0.94 1.39 1.81 0.21 0.56 0.91 2.46 0.20 2.20 7.30 2.99 5.21 0.13
Sharpe Ratio NA 0.92 1.12 0.76 0.52 NA NA 1.12 0.21 1.32 1.55 -1.49 0.87 0.13 2.32 -0.97 2.10 3.45 0.47 1.76 1.85 4.73 0.24 3.09 6.81 1.49 1.51 -2.22
Standard Deviation(%) NA 1.53 1.49 1.24 1.37 NA NA 1.17 1.36 1.57 1.56 1.14 0.47 3.14 0.79 0.46 0.35 0.46 0.38 0.31 0.47 0.51 0.72 0.68 1.06 1.36 1.37 1.23
Draw Down(%) NA 0.20 0.51 2.09 7.40 NA NA 7.40 0.20 0.20 0.41 1.91 0.32 7.40 0.10 0.31 0.09 0.36 0.33 0.22 0.39 0.19 1.22 0.58 0.28 0.93 1.19 0.33
Yield(%) 0.00 4.27 4.28 2.84 1.51 1.43 1.71 1.90 1.84 4.94 4.58 1.75 0.63 1.24 2.46 1.38 1.26 1.03 0.72 0.69 0.71 1.47 1.86 2.00 2.33 3.60 5.22 0.00
Data as of 07/25/2025, AR inception is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CULAX (CALVERT ULTRA-SHORT INCOME FUND CLASS A) 0.06%
Oct 2019 - Oct 2022 		0.58%
Mar 2015 - Mar 2020 		0.88%
Mar 2010 - Mar 2020 		1.65%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CULAX (CALVERT ULTRA-SHORT INCOME FUND CLASS A) 5.15%
Dec 2006 - Dec 2009 		3.63%
Mar 2020 - Mar 2025 		2.36%
Dec 2006 - Dec 2016 		2.02%
Dec 2006 - Dec 2021
Annualized Rolling Returns Comparison Chart