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
CULYX (CALVERT ULTRA-SHORT INCOME FUND CLASS Y) NA 1.69% 1.36% 1.18% NA NA NA
Data as of 12/29/2017, Common starting date is 06/02/2010
More Performance Analytics Comparison
Name Start Date End Date
CULYX (CALVERT ULTRA-SHORT INCOME FUND CLASS Y) 06/02/2010 12/29/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 1.69 1.36 1.18 NA NA NA 1.69 1.91 0.48 0.61 1.20 2.69 0.39 2.19
Sharpe Ratio NA 3.05 2.55 2.42 NA NA NA 3.06 3.34 1.18 1.58 2.80 5.04 0.55 3.61
Standard Deviation(%) NA 0.35 0.42 0.41 NA NA NA 0.35 0.51 0.38 0.38 0.42 0.53 0.66 1.01
Draw Down(%) NA 0.06 0.36 0.36 NA NA NA 0.06 0.33 0.28 0.20 0.29 0.19 1.15 0.13
Yield(%) 0.00 1.36 1.18 1.04 1.04 0.69 0.52 1.35 1.19 0.93 0.80 0.94 1.70 2.05 1.41
Data as of 12/29/2017, Common starting date is 06/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CULYX (CALVERT ULTRA-SHORT INCOME FUND CLASS Y) 0.59%
Feb 2013 – Feb 2016
0.95%
Feb 2011 – Feb 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CULYX (CALVERT ULTRA-SHORT INCOME FUND CLASS Y) 1.63%
Sep 2011 – Sep 2014
1.41%
Nov 2011 – Nov 2016
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return