Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CULIX (CALVERT ULTRA-SHORT INCOME FUND CALVERT ULTRA-SHORT INCOME FUND CLASS I) | 1.13% | 4.03% | 5.29% | 3.63% | 12.21% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CULIX (CALVERT ULTRA-SHORT INCOME FUND CALVERT ULTRA-SHORT INCOME FUND CLASS I) | 02/03/2014 | 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 (%) | 0.00 | 4.03 | 5.29 | 3.63 | 12.21 | NA | NA | … | … | 1.13 | 4.89 | 5.95 | 6.33 | -0.02 | 0.68 | 0.91 | 3.58 | 146.72 | 1.19 | 1.67 | 0.24 | 0.41 |
| Sharpe Ratio | NA | 1.37 | 1.47 | 0.82 | 0.37 | NA | NA | … | … | 0.22 | 1.44 | 1.51 | 1.65 | -1.24 | 1.40 | 0.21 | 2.55 | 1.64 | 1.59 | 3.03 | 0.58 | 0.83 |
| Standard Deviation(%) | NA | 1.37 | 1.49 | 1.36 | 28.29 | NA | NA | … | … | 1.26 | 1.40 | 1.55 | 1.64 | 1.17 | 0.47 | 3.12 | 0.83 | 89.43 | 0.33 | 0.48 | 0.36 | 0.51 |
| Draw Down(%) | NA | 0.30 | 0.30 | 1.93 | 7.40 | NA | NA | … | … | 0.30 | 0.20 | 0.10 | 0.41 | 1.83 | 0.24 | 7.40 | 0.10 | 0.27 | 0.06 | 0.37 | 0.35 | 0.41 |
| Yield(%) | 0.00 | 3.85 | 4.68 | 3.60 | 3.99 | 2.76 | 2.07 | … | … | 1.32 | 4.46 | 5.18 | 4.83 | 1.98 | 0.88 | 1.48 | 2.72 | 2.95 | 0.99 | 0.95 | 0.69 | 0.53 |
Data as of 06/04/2026, Common starting date is 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CULIX (CALVERT ULTRA-SHORT INCOME FUND CALVERT ULTRA-SHORT INCOME FUND CLASS I) |
0.30%
Oct 2019 – Oct 2022 |
1.64%
May 2018 – May 2023 |
11.20%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CULIX (CALVERT ULTRA-SHORT INCOME FUND CALVERT ULTRA-SHORT INCOME FUND CLASS I) |
37.32%
Jan 2017 – Jan 2020 |
21.67%
Feb 2016 – Feb 2021 |
12.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart