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CUBCX: CALVERT UNCONSTRAINED BOND FUND CLASS C (MUTUAL FUND)
Basic Info 14.78 0.06(0.40%) June 05
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 10/01/2014 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.97% |
| Expenses | 0.57% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -0.4 | 3.9 | 5.8 | 2.4 | 2.8 | 2.7 | 7.2 | 5.5 | 7.6 | -6.2 | 1.7 | 3.1 | 6.0 | -0.7 | 2.4 | 5.3 | 0.8 | -0.2 |
| Sharpe Ratio | NA | -1.07 | 0.49 | 0.86 | -0.04 | 0.41 | 0.47 | 1.71 | 0.62 | 1.24 | -2.21 | 1.06 | 0.49 | 4.58 | -2.3 | 2.62 | 3.41 | 0.77 | -0.66 |
| Draw Down(%) | NA | 2.3 | 2.3 | 2.3 | 8.8 | 14.2 | 14.2 | 1.9 | 1.7 | 1.9 | 7.5 | 2.0 | 14.2 | 0.2 | 1.4 | 0.2 | 2.0 | 1.7 | 1.0 |
| Standard Deviation(%) | NA | 3.2 | 2.6 | 2.9 | 3.0 | 2.8 | 2.7 | 2.5 | 3.0 | 3.2 | 3.5 | 1.6 | 5.7 | 1.0 | 0.9 | 0.7 | 1.5 | 1.0 | 1.3 |
| Treynor Ratio | NA | -0.23 | 0.13 | 0.49 | -0.02 | 0.25 | 0.27 | 2.9 | 0.4 | 0.5 | -1.03 | 0.55 | 0.51 | -61.01 | 6.41 | -0.89 | 1.1 | 0.33 | -0.15 |
| Alpha | NA | -0.02 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | -0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | 0.02 | 0.0 | -0.01 |
| Beta | NA | 0.15 | 0.1 | 0.05 | 0.06 | 0.05 | 0.05 | 0.01 | 0.05 | 0.08 | 0.07 | 0.03 | 0.06 | 0.0 | 0.0 | -0.02 | 0.05 | 0.02 | 0.06 |
| RSquared | NA | 0.43 | 0.21 | 0.07 | 0.12 | 0.09 | 0.09 | 0.01 | 0.04 | 0.11 | 0.27 | 0.07 | 0.11 | 0.0 | 0.0 | 0.04 | 0.16 | 0.13 | 0.37 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | 4.1 | 4.5 | 4.4 | 2.3 | 1.5 | 1.9 | 2.4 | 2.2 | 2.5 | 3.2 | 1.8 | 0.3 |
| Dividend Growth(%) | N/A | -68.9 | N/A | N/A | N/A | N/A | N/A | -9.3 | 5.3 | 74.0 | 58.4 | -22.6 | -18.0 | 5.2 | -9.1 | -20.8 | 77.4 | 597.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2014
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