Performance Comparison
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