Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CULAX (CALVERT ULTRA-SHORT INCOME FUND CLASS A) | 1.03% | 3.79% | 5.03% | 3.40% | 2.46% | 1.93% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CULAX (CALVERT ULTRA-SHORT INCOME FUND CLASS A) | 11/02/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.79 | 5.03 | 3.40 | 2.46 | 1.93 | NA | … | … | 1.03 | 4.63 | 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 | 1.18 | 1.30 | 0.65 | 0.58 | NA | NA | … | … | 0.04 | 1.22 | 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 | 1.36 | 1.48 | 1.34 | 1.42 | NA | NA | … | … | 1.13 | 1.44 | 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 | 0.30 | 0.30 | 2.09 | 7.40 | NA | NA | … | … | 0.30 | 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 | 3.61 | 4.44 | 3.36 | 1.66 | 1.43 | 1.83 | … | … | 1.22 | 4.22 | 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 06/05/2026, Common starting date 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) |
5.52%
Oct 2022 – Oct 2025 |
3.63%
Mar 2020 – Mar 2025 |
2.53%
Feb 2016 – Feb 2026 |
2.02%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart