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CSDYX: CALVERT SHORT DURATION INCOME FUND CLASS Y (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/05/2008 |
| Last Dividend Date: | 11/29/2017 |
| 12-Mo. Yield | 1.95% |
| Expenses | 0.79% |
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Performance Analytics (As of 08/21/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/05/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -6.1 | -2.7 | 0.0 | -15.3 | 3.4 | 0.4 | 1.0 | 1.1 | 6.8 | 0.6 | 2.2 | 7.5 | -5.4 |
| Sharpe Ratio | NA | -0.67 | -0.28 | -0.16 | -0.02 | -0.84 | 2.67 | 0.31 | 1.05 | 0.8 | 6.0 | 0.31 | 1.27 | 3.15 | -2.41 |
| Draw Down(%) | NA | 17.4 | 17.4 | 17.4 | 17.4 | 17.4 | 1.1 | 1.1 | 1.0 | 2.1 | 0.6 | 2.8 | 1.1 | 1.6 | 6.4 |
| Standard Deviation(%) | NA | 23.7 | 15.7 | 14.2 | 6.9 | 19.1 | 1.2 | 1.4 | 1.0 | 1.3 | 1.1 | 1.9 | 1.7 | 2.4 | 3.0 |
| Treynor Ratio | NA | 0.09 | 1.07 | -0.26 | 0.0 | 0.12 | 0.06 | 0.01 | 0.03 | 0.02 | 0.15 | 0.01 | 0.05 | 0.21 | -0.18 |
| Alpha | NA | -0.07 | -0.02 | -0.02 | 0.0 | -0.05 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.01 | -0.02 |
| Beta | NA | -1.74 | -0.04 | 0.09 | 0.37 | -1.37 | 0.51 | 0.67 | 0.4 | 0.64 | 0.46 | 0.57 | 0.45 | 0.36 | 0.4 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.5 | 0.65 | 0.32 | 0.42 | 0.25 | 0.22 | 0.29 | 0.19 | 0.3 |
| Yield(%) | N/A | 1.9 | 2.1 | 2.1 | N/A | 1.9 | 2.2 | 2.1 | 2.2 | 2.2 | 2.7 | 4.4 | 1.4 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -17.8 | -9.1 | N/A | N/A | -10.3 | 4.8 | -6.7 | -3.8 | -13.3 | -40.7 | 216.2 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
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