Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CULRX (CALVERT ULTRA-SHORT DURATION INCOME FUND CLASS R6) 1.03% 4.05% 5.32% 3.67% NA NA NA
Data as of 06/05/2026, Common starting date is 10/26/2017
More Performance Analytics Comparison
Name Start Date End Date
CULRX (CALVERT ULTRA-SHORT DURATION INCOME FUND CLASS R6) 10/26/2017 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
Annualized Return (%) -0.10 4.05 5.32 3.67 NA NA NA 1.03 4.93 6.09 6.27 0.12 0.73 0.95 3.61 146.71 0.08
Sharpe Ratio NA 1.10 1.38 0.83 NA NA NA -0.08 1.47 1.53 1.64 -1.07 1.29 0.22 2.45 1.63 -1.02
Standard Deviation(%) NA 1.27 1.49 1.37 NA NA NA 1.22 1.39 1.61 1.60 1.23 0.54 3.17 0.87 89.48 0.41
Draw Down(%) NA 0.30 0.30 1.91 NA NA NA 0.30 0.30 0.20 0.41 1.81 0.24 7.41 0.10 0.37 0.09
Yield(%) 0.00 3.87 4.72 3.64 3.88 2.59 1.94 1.32 4.49 5.21 4.89 2.02 0.93 1.52 2.75 2.97 0.28
Data as of 06/05/2026, Common starting date is 10/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CULRX (CALVERT ULTRA-SHORT DURATION INCOME FUND CLASS R6) 0.38%
Oct 2019 – Oct 2022
1.65%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CULRX (CALVERT ULTRA-SHORT DURATION INCOME FUND CLASS R6) 37.26%
Mar 2018 – Mar 2021
21.47%
Apr 2018 – Apr 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return