CALVERT INCOME FUND CLASS A (CFICX)

  • Overview
  • Dividends
  • Performance
  • Calculator
  • Rolling Returns
  • Drawdowns

Basic Info 15.01 0.04(0.27%)
February 07

CALVERT INCOME FUND CLASS A started on 01/30/1986
CALVERT INCOME FUND CLASS A is classified as asset class Intermediate-Term Bond
CALVERT INCOME FUND CLASS A expense ratio is 0.66%
CALVERT INCOME FUND CLASS A rating is
(41%)

CALVERT INCOME FUND CLASS A (CFICX) Dividend Info

CALVERT INCOME FUND CLASS A (CFICX) dividend growth in the last 12 months is -6.47%

The trailing 12-month yield of CALVERT INCOME FUND CLASS A is 4.86%. its dividend history:

Pay Date Cash Amount
Nov 29, 2024 $0.064
Oct 31, 2024 $0.065
Sep 30, 2024 $0.067
Aug 30, 2024 $0.067
Jul 31, 2024 $0.067
Jun 28, 2024 $0.067
May 31, 2024 $0.069
Apr 30, 2024 $0.066
Mar 28, 2024 $0.065
Feb 29, 2024 $0.068
Jan 31, 2024 $0.064
Dec 29, 2023 $0.064
Nov 30, 2023 $0.067
Oct 31, 2023 $0.064
Sep 29, 2023 $0.063
Aug 31, 2023 $0.063
Jul 31, 2023 $0.061
Jun 30, 2023 $0.059
May 31, 2023 $0.063
Apr 28, 2023 $0.058
Mar 31, 2023 $0.023
Feb 28, 2023 $0.062
Jan 31, 2023 $0.055
Dec 30, 2022 $0.054
Nov 30, 2022 $0.058
Oct 31, 2022 $0.049
Sep 30, 2022 $0.047
Aug 31, 2022 $0.052
Jul 29, 2022 $0.045
Jun 30, 2022 $0.043
May 31, 2022 $0.048
Apr 29, 2022 $0.04
Mar 31, 2022 $0.04
Feb 28, 2022 $0.045
Jan 31, 2022 $0.038
Dec 31, 2021 $0.037
Nov 30, 2021 $0.043
Oct 29, 2021 $0.036
Sep 30, 2021 $0.037
Aug 31, 2021 $0.043
Jul 30, 2021 $0.037
Jun 30, 2021 $0.039
May 28, 2021 $0.046
Apr 30, 2021 $0.04
Mar 31, 2021 $0.04
Feb 26, 2021 $0.046
Jan 29, 2021 $0.038
Dec 31, 2020 $0.041
Dec 02, 2020 $0.05
Oct 30, 2020 $0.04
Sep 30, 2020 $0.043
Aug 31, 2020 $0.047
Jul 31, 2020 $0.043
Jun 30, 2020 $0.043
May 29, 2020 $0.049
Apr 30, 2020 $0.043
Mar 31, 2020 $0.044
Feb 28, 2020 $0.05
Jan 31, 2020 $0.044
Dec 31, 2019 $0.0471
Nov 29, 2019 $0.0492
Oct 31, 2019 $0.0464
Sep 30, 2019 $0.046
Aug 30, 2019 $0.0461
Jul 31, 2019 $0.0458
Jun 28, 2019 $0.0472
May 31, 2019 $0.0475
Apr 30, 2019 $0.047
Mar 29, 2019 $0.0465
Feb 28, 2019 $0.0484
Jan 29, 2019 $0.042
Dec 21, 2018 $0.0642
Nov 28, 2018 $0.0485
Oct 29, 2018 $0.0511
Sep 25, 2018 $0.0421
Aug 29, 2018 $0.0493
Jul 27, 2018 $0.0458
Jun 26, 2018 $0.0408
May 29, 2018 $0.0489
Apr 26, 2018 $0.042
Mar 26, 2018 $0.044
Feb 26, 2018 $0.038
Jan 29, 2018 $0.043
Dec 27, 2017 $0.037
Nov 29, 2017 $0.0443
Oct 26, 2017 $0.0336
Sep 27, 2017 $0.0394
Aug 30, 2017 $0.0398
Jul 27, 2017 $0.0404
Jun 28, 2017 $0.0404
May 25, 2017 $0.0419
Apr 27, 2017 $0.0441
Mar 29, 2017 $0.043
Feb 23, 2017 $0.044
Jan 26, 2017 $0.043
Nov 29, 2016 $0.045
Oct 27, 2016 $0.043
Sep 28, 2016 $0.045
Aug 30, 2016 $0.045
Jul 28, 2016 $0.04
Jun 28, 2016 $0.047
May 26, 2016 $0.042
Apr 28, 2016 $0.043
Mar 29, 2016 $0.042
Feb 25, 2016 $0.041
Jan 28, 2016 $0.041
Dec 29, 2015 $0.041
Nov 24, 2015 $0.037
Oct 29, 2015 $0.035
Sep 24, 2015 $0.044
Aug 27, 2015 $0.039
Jul 30, 2015 $0.039
Jun 25, 2015 $0.037
May 28, 2015 $0.035
Apr 23, 2015 $0.036
Mar 26, 2015 $0.035
Feb 26, 2015 $0.034
Jan 29, 2015 $0.04
Dec 29, 2014 $0.039
Nov 25, 2014 $0.042
Oct 30, 2014 $0.04
Sep 25, 2014 $0.032
Aug 28, 2014 $0.042
Jul 30, 2014 $0.041
Jun 26, 2014 $0.042
May 29, 2014 $0.04
Apr 24, 2014 $0.044
Mar 27, 2014 $0.039
Feb 27, 2014 $0.039
Jan 30, 2014 $0.039
Dec 26, 2013 $0.039
Nov 21, 2013 $0.037
Oct 30, 2013 $0.038
Sep 26, 2013 $0.038
Aug 29, 2013 $0.037
Jul 25, 2013 $0.037
Jun 27, 2013 $0.036
May 30, 2013 $0.035
Apr 25, 2013 $0.036
Mar 27, 2013 $0.037
Feb 27, 2013 $0.041
Jan 30, 2013 $0.036
Dec 27, 2012 $0.039
Nov 29, 2012 $0.039
Nov 01, 2012 $0.043
Sep 27, 2012 $0.05
Aug 30, 2012 $0.045
Jul 26, 2012 $0.048
Jun 28, 2012 $0.048
May 30, 2012 $0.045
Apr 26, 2012 $0.046
Mar 29, 2012 $0.036
Feb 23, 2012 $0.044
Jan 26, 2012 $0.04
Dec 22, 2011 $0.047
Nov 22, 2011 $0.047
Oct 27, 2011 $0.047
Sep 29, 2011 $0.043
Aug 25, 2011 $0.042
Jul 28, 2011 $0.046
Jun 29, 2011 $0.043
May 26, 2011 $0.042
Apr 28, 2011 $0.045
Mar 30, 2011 $0.043
Feb 24, 2011 $0.046
Jan 27, 2011 $0.046
Dec 22, 2010 $0.043
Nov 23, 2010 $0.04
Oct 28, 2010 $0.044
Sep 29, 2010 $0.047
Aug 26, 2010 $0.041
Jul 29, 2010 $0.047
Jun 24, 2010 $0.046
May 27, 2010 $0.042
Apr 30, 2010 $0.039
Mar 25, 2010 $0.041
Feb 25, 2010 $0.041
Jan 28, 2010 $0.046
Dec 23, 2009 $0.041
Nov 24, 2009 $0.039
Oct 29, 2009 $0.042
Sep 24, 2009 $0.032
Aug 27, 2009 $0.035
Jul 30, 2009 $0.04
Jun 25, 2009 $0.05
May 28, 2009 $0.053
Apr 29, 2009 $0.054
Mar 26, 2009 $0.054
Feb 26, 2009 $0.069
Jan 29, 2009 $0.061
Dec 23, 2008 $0.051
Dec 03, 2008 $0.045
Nov 25, 2008 $0.062
Oct 29, 2008 $0.056
Sep 25, 2008 $0.057
Aug 27, 2008 $0.057
Jul 30, 2008 $0.06
Jun 26, 2008 $0.057
May 29, 2008 $0.067
Apr 24, 2008 $0.076
Mar 27, 2008 $0.073
Feb 27, 2008 $0.065
Jan 30, 2008 $0.071
Dec 27, 2007 $0.066
Dec 06, 2007 $0.282
Nov 28, 2007 $0.069
Oct 25, 2007 $0.07
Sep 27, 2007 $0.07
Aug 29, 2007 $0.06
Jul 26, 2007 $0.064
Jun 28, 2007 $0.063
May 30, 2007 $0.062
Apr 26, 2007 $0.068
Mar 29, 2007 $0.061
Feb 22, 2007 $0.067
Jan 25, 2007 $0.07
Dec 27, 2006 $0.063
Nov 21, 2006 $0.066
Oct 26, 2006 $0.062
Sep 27, 2006 $0.066
Aug 24, 2006 $0.069
Jul 27, 2006 $0.07
Jun 28, 2006 $0.065
May 25, 2006 $0.064
Apr 26, 2006 $0.063
Mar 29, 2006 $0.055
Feb 23, 2006 $0.067
Jan 26, 2006 $0.061
Dec 28, 2005 $0.056
Dec 08, 2005 $0.217
Nov 22, 2005 $0.059
Oct 27, 2005 $0.053
Sep 28, 2005 $0.051
Aug 25, 2005 $0.055
Jul 27, 2005 $0.052
Jun 23, 2005 $0.042
May 26, 2005 $0.051
Apr 27, 2005 $0.052
Mar 23, 2005 $0.038
Feb 24, 2005 $0.05
Jan 27, 2005 $0.046
Dec 28, 2004 $0.043
Dec 09, 2004 $0.435
Nov 23, 2004 $0.05
Oct 27, 2004 $0.039
Sep 23, 2004 $0.039
Aug 26, 2004 $0.046
Jul 28, 2004 $0.046
Jun 24, 2004 $0.045
May 26, 2004 $0.041
Apr 28, 2004 $0.038
Mar 25, 2004 $0.036
Feb 25, 2004 $0.035
Jan 28, 2004 $0.043
Dec 29, 2003 $0.86
Nov 20, 2003 $0.054
Oct 29, 2003 $0.062
Sep 25, 2003 $0.06
Aug 27, 2003 $0.059
Jul 24, 2003 $0.053
Jun 26, 2003 $0.039
May 28, 2003 $0.051
Apr 24, 2003 $0.05
Mar 27, 2003 $0.067
Feb 26, 2003 $0.06
Jan 29, 2003 $0.075
Dec 27, 2002 $0.065
Dec 05, 2002 $0.099
Nov 21, 2002 $0.108
Sep 26, 2002 $0.06
Aug 28, 2002 $0.079
Jul 25, 2002 $0.1
Jun 26, 2002 $0.09
May 29, 2002 $0.092
Apr 25, 2002 $0.088
Mar 26, 2002 $0.097
Feb 21, 2002 $0.075
Jan 24, 2002 $0.089
Dec 27, 2001 $0.083
Dec 06, 2001 $0.621
Nov 28, 2001 $0.098
Oct 25, 2001 $0.083
Sep 26, 2001 $0.073
Aug 29, 2001 $0.091
Jul 26, 2001 $0.088
Jun 27, 2001 $0.08
May 24, 2001 $0.081
Apr 26, 2001 $0.094
Mar 28, 2001 $0.099
Feb 22, 2001 $0.097
Jan 25, 2001 $0.113
Dec 21, 2000 $0.111
Dec 07, 2000 $0.161
Nov 21, 2000 $0.107
Oct 31, 2000 $0.106
Sep 27, 2000 $0.098
Aug 24, 2000 $0.107
Jul 27, 2000 $0.112
Jun 29, 2000 $0.096
May 25, 2000 $0.106
Apr 28, 2000 $0.094
Mar 28, 2000 $0.093
Feb 24, 2000 $0.093
Jan 27, 2000 $0.092
Dec 22, 1999 $0.348
Nov 23, 1999 $0.089
Oct 28, 1999 $0.084
Sep 23, 1999 $0.082
Aug 26, 1999 $0.083
Jul 29, 1999 $0.089
Jun 24, 1999 $0.077
May 27, 1999 $0.087
Apr 29, 1999 $0.079
Mar 25, 1999 $0.076
Feb 25, 1999 $0.071
Jan 28, 1999 $0.076
Dec 23, 1998 $0.915
Nov 24, 1998 $0.098
Oct 29, 1998 $0.09
Sep 24, 1998 $0.092
Aug 27, 1998 $0.096
Jul 30, 1998 $0.094
Jun 25, 1998 $0.094
May 28, 1998 $0.082
Apr 23, 1998 $0.074
Mar 26, 1998 $0.083
Feb 26, 1998 $0.071
Jan 29, 1998 $0.078
Dec 23, 1997 $0.733
Nov 25, 1997 $0.081
Oct 30, 1997 $0.081
Sep 25, 1997 $0.084
Aug 28, 1997 $0.085
Jul 24, 1997 $0.088
Jun 26, 1997 $0.084
May 29, 1997 $0.086
Apr 24, 1997 $0.079
Mar 26, 1997 $0.096
Feb 27, 1997 $0.077
Jan 30, 1997 $0.087
Dec 26, 1996 $0.093
Nov 26, 1996 $0.092
Oct 24, 1996 $0.078
Sep 26, 1996 $0.09
Aug 29, 1996 $0.089
Jul 25, 1996 $0.084
Jun 27, 1996 $0.109
May 23, 1996 $0.074
Apr 25, 1996 $0.082
Mar 28, 1996 $0.09
Feb 22, 1996 $0.069
Jan 25, 1996 $0.071
Dec 26, 1995 $0.095
Nov 27, 1995 $0.078
Oct 23, 1995 $0.083
Sep 25, 1995 $0.081
Aug 21, 1995 $0.084
Jul 24, 1995 $0.086
Jun 26, 1995 $0.094
May 22, 1995 $0.091
Apr 24, 1995 $0.092
Mar 27, 1995 $0.101
Feb 21, 1995 $0.09
Jan 23, 1995 $0.096
Dec 27, 1994 $0.101
Nov 21, 1994 $0.095
Oct 24, 1994 $0.096
Sep 26, 1994 $0.105
Aug 22, 1994 $0.091
Jul 25, 1994 $0.094
Jun 20, 1994 $0.105
May 23, 1994 $0.096
Apr 25, 1994 $0.095
Mar 21, 1994 $0.107
Feb 28, 1994 $0.087
Jan 24, 1994 $0.095
Dec 27, 1993 $0.107
Nov 22, 1993 $0.173
Oct 25, 1993 $0.094
Sep 20, 1993 $0.107
Aug 23, 1993 $0.098
Jul 26, 1993 $0.099
Jun 21, 1993 $0.096
May 24, 1993 $0.104
Apr 26, 1993 $0.099
Mar 22, 1993 $0.106
Feb 22, 1993 $0.098
Jan 25, 1993 $0.103
Dec 21, 1992 $0.11
Nov 23, 1992 $0.104
Oct 26, 1992 $0.106
Sep 21, 1992 $0.105
Aug 24, 1992 $0.104
Jul 27, 1992 $0.106
Jun 22, 1992 $0.113
May 26, 1992 $0.109
Apr 20, 1992 $0.106
Mar 23, 1992 $0.108
Feb 24, 1992 $0.103
Jan 27, 1992 $0.105
Dec 23, 1991 $0.109
Nov 25, 1991 $0.106
Oct 21, 1991 $0.109
Sep 23, 1991 $0.106
Aug 26, 1991 $0.115
Jul 22, 1991 $0.11
Jun 24, 1991 $0.109
May 28, 1991 $0.109
Apr 22, 1991 $0.108
Mar 25, 1991 $0.11
Feb 19, 1991 $0.101
Jan 21, 1991 $0.11
Dec 24, 1990 $0.114
Nov 26, 1990 $0.106
Oct 22, 1990 $0.115
Sep 24, 1990 $0.113
Aug 27, 1990 $0.12
Jul 23, 1990 $0.114
Jun 25, 1990 $0.11
May 21, 1990 $0.116
Apr 23, 1990 $0.11
Mar 26, 1990 $0.115
Feb 20, 1990 $0.104
Jan 22, 1990 $0.113
Dec 26, 1989 $0.113
Nov 20, 1989 $0.115
Oct 23, 1989 $0.113
Sep 25, 1989 $0.151
Aug 23, 1989 $0.116
Jul 24, 1989 $0.107
Jun 26, 1989 $0.107
May 22, 1989 $0.117
Apr 24, 1989 $0.114
Mar 27, 1989 $0.126
Feb 17, 1989 $0.106
Jan 23, 1989 $0.116
Dec 27, 1988 $0.118
Nov 21, 1988 $0.115
Oct 24, 1988 $0.114
Sep 26, 1988 $0.11
Aug 22, 1988 $0.113
Jul 25, 1988 $0.117
Jun 20, 1988 $0.113
May 23, 1988 $0.134
Apr 22, 1988 $0.121
Mar 24, 1988 $0.164
Feb 22, 1988 $0.125
Jan 22, 1988 $0.076
Dec 21, 1987 $0.124
Nov 20, 1987 $0.109
Oct 23, 1987 $0.121
Sep 23, 1987 $0.12
Aug 31, 1987 $0.12
Jul 24, 1987 $0.14
Jun 23, 1987 $0.13
May 22, 1987 $0.125
Apr 23, 1987 $0.134
Mar 30, 1987 $0.119
Feb 26, 1987 $0.119
Jan 29, 1987 $0.046
Dec 31, 1986 $0.1
Nov 28, 1986 $0.127
Oct 31, 1986 $0.094
Sep 30, 1986 $0.128
Aug 29, 1986 $0.128
Jul 31, 1986 $0.143
Jun 30, 1986 $0.135
May 30, 1986 $0.135
Apr 30, 1986 $0.133
Mar 31, 1986 $0.13
Feb 28, 1986 $0.13
Jan 31, 1986 $0.13

Dividend Growth History for CALVERT INCOME FUND CLASS A (CFICX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.729 4.88% 3.85% -
2023 $0.702 4.80% 25.58% 3.85%
2022 $0.559 3.15% 15.98% 14.20%
2021 $0.482 2.67% -10.24% 14.79%
2020 $0.537 3.11% -3.97% 7.94%
2019 $0.5592 3.60% 0.27% 5.45%
2018 $0.5577 3.37% 13.61% 4.57%
2017 $0.4909 3.05% 3.57% 5.81%
2016 $0.474 3.02% 4.87% 5.53%
2015 $0.452 2.76% -5.64% 5.45%
2014 $0.479 2.98% 7.16% 4.29%
2013 $0.447 2.70% -14.53% 4.55%
2012 $0.523 3.31% -2.61% 2.81%
2011 $0.537 3.38% 3.87% 2.38%
2010 $0.517 3.35% -9.30% 2.48%
2009 $0.57 4.13% -28.48% 1.65%
2008 $0.797 4.80% -25.65% -0.56%
2007 $1.072 6.38% 39.04% -2.24%
2006 $0.771 4.59% -6.20% -0.31%
2005 $0.822 4.83% -12.18% -0.63%
2004 $0.936 5.50% -37.18% -1.24%
2003 $1.49 9.17% 42.99% -3.35%
2002 $1.042 6.27% -38.74% -1.61%
2001 $1.701 10.45% 23.62% -3.62%
2000 $1.376 8.22% 10.88% -2.61%
1999 $1.241 7.40% -33.53% -2.11%
1998 $1.867 10.97% 12.40% -3.55%
1997 $1.661 9.96% 62.68% -3.00%
1996 $1.021 5.94% -4.67% -1.20%
1995 $1.071 6.93% -8.23% -1.32%
1994 $1.167 6.60% -9.11% -1.56%
1993 $1.284 7.43% 0.39% -1.81%
1992 $1.279 7.43% -1.77% -1.74%
1991 $1.302 8.17% -3.56% -1.74%
1990 $1.35 8.16% -3.64% -1.80%
1989 $1.401 8.97% -1.34% -1.85%
1988 $1.42 9.10% 0.92% -1.84%
1987 $1.407 8.29% -7.01% -1.76%
1986 $1.513 9.04% - -1.90%

Dividend Growth Chart for CALVERT INCOME FUND CLASS A (CFICX)

CALVERT INCOME FUND CLASS A (CFICX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

CALVERT INCOME FUND CLASS A (CFICX) Historical Returns And Risk Info

From 01/30/1986 to 02/07/2025, the compound annualized total return (dividend reinvested) of CALVERT INCOME FUND CLASS A (CFICX) is 5.724%. Its cumulative total return (dividend reinvested) is 777.38%.

From 01/30/1986 to 02/07/2025, the Maximum Drawdown of CALVERT INCOME FUND CLASS A (CFICX) is 20.8%.

From 01/30/1986 to 02/07/2025, the Sharpe Ratio of CALVERT INCOME FUND CLASS A (CFICX) is 0.74.

From 01/30/1986 to 02/07/2025, the Annualized Standard Deviation of CALVERT INCOME FUND CLASS A (CFICX) is 4.7%.

From 01/30/1986 to 02/07/2025, the Beta of CALVERT INCOME FUND CLASS A (CFICX) is 0.73.

Last 1 Week* YTD*(2025) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
01/30/1986
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986
Annualized Return(%) 0.5 0.7 4.5 -0.5 0.6 2.4 3.1 3.1 5.7 4.1 8.3 -15.6 1.7 8.3 14.7 -3.4 6.6 5.3 -1.2 4.9 -0.7 8.6 2.6 6.4 16.4 -12.0 5.1 4.8 3.5 5.2 13.7 4.4 14.2 4.8 7.2 10.5 11.4 3.6 18.5 -6.2 10.8 7.4 18.2 4.2 15.1 10.3 -0.0 10.7
Sharpe Ratio NA 1.29 -0.4 -0.71 -0.29 0.15 NA NA 0.74 -0.48 0.59 -2.35 0.46 0.96 3.88 -1.65 1.98 1.33 -0.27 1.68 -0.21 2.77 0.59 2.17 4.11 -2.56 0.65 0.67 0.6 1.45 3.15 0.72 2.2 0.14 0.89 1.48 1.85 0.02 3.07 -1.25 1.98 1.33 4.01 -0.21 2.78 1.57 -0.55 1.0
Draw Down(%) NA 1.2 3.8 17.9 20.8 20.8 NA NA 20.8 3.0 7.6 19.9 3.3 16.5 2.3 3.7 1.6 4.3 4.0 1.8 6.1 1.9 4.6 2.0 2.6 14.5 2.0 1.3 1.7 3.6 3.1 5.2 3.9 6.4 2.6 3.2 2.5 4.2 2.4 9.9 4.5 2.8 1.5 4.1 1.5 2.6 8.5 4.8
Standard Deviation(%) NA 4.2 5.1 6.5 6.5 5.3 NA NA 4.7 5.2 6.9 7.2 3.7 8.3 3.4 2.8 3.0 3.8 4.6 2.9 3.8 3.1 4.4 2.9 4.0 5.0 3.2 2.3 2.2 2.9 4.1 4.6 5.5 5.2 4.5 4.8 4.2 5.1 4.8 7.3 4.4 3.8 3.6 4.9 3.4 3.6 7.3 7.6
Treynor Ratio NA 0.07 -0.02 -0.05 -0.02 0.01 NA NA 0.05 -0.03 0.05 -0.21 0.02 0.07 0.14 -0.06 0.06 0.06 -0.01 0.06 -0.01 0.11 0.04 0.14 0.43 -0.29 0.04 0.03 0.03 0.08 0.2 0.06 0.18 0.01 0.06 0.11 0.1 0.0 0.18 -0.08 0.08 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.02 0.0 0.0 0.0 0.0 NA NA 0.01 0.0 0.0 -0.02 0.02 0.0 0.02 -0.01 0.01 0.01 -0.01 0.0 0.0 0.01 -0.01 0.01 0.04 -0.04 0.0 0.0 0.01 0.01 0.03 -0.01 0.03 -0.01 0.03 0.01 0.01 0.0 0.0 0.0 0.04 NA NA NA NA NA NA NA
Beta NA 0.75 0.91 0.86 0.9 0.9 NA NA 0.73 0.93 0.87 0.82 0.8 1.18 0.93 0.83 0.93 0.85 0.95 0.79 0.88 0.79 0.65 0.44 0.38 0.45 0.59 0.53 0.48 0.54 0.63 0.58 0.69 0.73 0.72 0.66 0.76 0.76 0.81 1.1 1.12 NA NA NA NA NA NA NA
RSquare NA 0.95 0.96 0.93 0.82 0.8 NA NA 0.5 0.96 0.93 0.93 0.76 0.66 0.8 0.61 0.74 0.64 0.77 0.68 0.77 0.61 0.52 0.61 0.43 0.49 0.72 0.66 0.67 0.75 0.63 0.44 0.59 0.44 0.69 0.55 0.62 0.83 0.8 0.68 0.08 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 0.0 4.5 3.8 3.4 3.3 3.4 3.5 N/A 4.9 4.8 3.1 2.7 3.1 3.6 3.4 3.1 3.0 2.8 3.0 2.7 3.3 3.4 3.4 4.1 4.8 6.4 4.6 4.8 5.5 9.2 6.3 10.4 8.2 7.4 11.0 10.0 5.9 6.9 6.6 7.4 7.4 8.2 8.2 9.0 9.1 8.3 9.0
Dividend Growth(%) N/A -100.0 -6.5 24.0 16.8 -15.7 -54.0 N/A N/A 3.8 25.6 16.0 -10.2 -4.0 0.3 13.6 3.6 4.9 -5.6 7.2 -14.5 -2.6 3.9 -9.3 -28.5 -25.7 39.0 -6.2 -12.2 -37.2 43.0 -38.7 23.6 10.9 -33.5 12.4 62.7 -4.7 -8.2 -9.1 0.4 -1.8 -3.6 -3.6 -1.3 0.9 -7.0 N/A

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CALVERT INCOME FUND CLASS A (CFICX) Historical Return Chart


CALVERT INCOME FUND CLASS A (CFICX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/30/1986 to 02/07/2025, the worst annualized return of 3-year rolling returns for CALVERT INCOME FUND CLASS A (CFICX) is -3.97%.
From 01/30/1986 to 02/07/2025, the worst annualized return of 5-year rolling returns for CALVERT INCOME FUND CLASS A (CFICX) is 0.04%.
From 01/30/1986 to 02/07/2025, the worst annualized return of 10-year rolling returns for CALVERT INCOME FUND CLASS A (CFICX) is 1.45%.
From 01/30/1986 to 02/07/2025, the worst annualized return of 20-year rolling returns for CALVERT INCOME FUND CLASS A (CFICX) is 2.84%.

CALVERT INCOME FUND CLASS A (CFICX) Maximum Drawdown



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