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CULAX: CALVERT ULTRA-SHORT INCOME FUND CLASS A (MUTUAL FUND)
Basic Info 9.91 0(0.0%) June 05
| Asset Class: | ULTRASHORT BOND |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 11/02/2006 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 3.97% |
| Expenses | 0.72% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 1.4 | 4.1 | 5.1 | 3.5 | 2.5 | 1.9 | 2.4 | 4.6 | 5.7 | 6.1 | -0.3 | 0.4 | 0.7 | 3.3 | 0.9 | 1.4 | 1.8 | 0.2 | 0.6 | 0.9 | 2.5 | 0.2 | 2.2 | 7.3 | 3.0 | 5.2 | 0.1 |
| Sharpe Ratio | NA | 0.56 | 1.12 | 1.27 | 0.69 | 0.59 | NA | 1.14 | 1.22 | 1.32 | 1.55 | -1.49 | 0.87 | 0.13 | 2.32 | -0.97 | 2.1 | 3.45 | 0.47 | 1.76 | 1.85 | 4.73 | 0.24 | 3.09 | 6.81 | 1.49 | 1.51 | -2.22 |
| Draw Down(%) | NA | 0.3 | 0.3 | 0.3 | 2.1 | 7.4 | NA | 7.4 | 0.2 | 0.2 | 0.4 | 1.9 | 0.3 | 7.4 | 0.1 | 0.3 | 0.1 | 0.4 | 0.3 | 0.2 | 0.4 | 0.2 | 1.2 | 0.6 | 0.3 | 0.9 | 1.2 | 0.3 |
| Standard Deviation(%) | NA | 1.2 | 1.3 | 1.5 | 1.3 | 1.4 | NA | 1.2 | 1.4 | 1.6 | 1.6 | 1.1 | 0.5 | 3.1 | 0.8 | 0.5 | 0.4 | 0.5 | 0.4 | 0.3 | 0.5 | 0.5 | 0.7 | 0.7 | 1.1 | 1.4 | 1.4 | 1.2 |
| Treynor Ratio | NA | 0.02 | 0.04 | 0.05 | 0.03 | 0.03 | NA | 0.1 | 0.04 | 0.05 | 0.1 | -0.09 | 0.08 | 0.06 | 0.1 | -0.24 | -0.44 | -0.48 | -0.32 | -0.14 | -2.22 | -0.76 | 0.05 | 0.9 | -4.74 | 0.97 | -0.79 | -0.33 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | 0.01 | 0.01 | -0.01 |
| Beta | NA | 0.34 | 0.41 | 0.37 | 0.28 | 0.24 | NA | 0.14 | 0.41 | 0.38 | 0.24 | 0.2 | 0.05 | 0.07 | 0.19 | 0.02 | -0.02 | -0.03 | -0.01 | -0.04 | 0.0 | -0.03 | 0.04 | 0.02 | -0.02 | 0.02 | -0.03 | 0.08 |
| RSquared | NA | 0.4 | 0.4 | 0.39 | 0.32 | 0.13 | NA | 0.06 | 0.41 | 0.39 | 0.29 | 0.25 | 0.01 | 0.0 | 0.19 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 |
| Yield(%) | N/A | 1.5 | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 4.9 | 4.6 | 1.7 | 0.6 | 1.2 | 2.5 | 1.4 | 1.3 | 1.0 | 0.7 | 0.7 | 0.7 | 1.5 | 1.9 | 2.0 | 2.3 | 3.6 | 5.2 | 0.0 |
| Dividend Growth(%) | N/A | -63.6 | N/A | N/A | N/A | N/A | N/A | N/A | -14.0 | 9.2 | 157.2 | 174.6 | -49.2 | -49.2 | 13.5 | 9.4 | 23.5 | 42.0 | 4.7 | -3.6 | -51.1 | -22.3 | -6.4 | -9.8 | -36.0 | -31.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2006
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