Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBDBX (CALVERT BOND PORTFOLIO CLASS B) | NA | 3.31% | 2.21% | 3.07% | 3.16% | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 02/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBDBX (CALVERT BOND PORTFOLIO CLASS B) | 02/15/2001 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.31 | 2.21 | 3.07 | 3.16 | NA | NA | … | … | 2.07 | 4.94 | -3.66 | 6.58 | 4.15 | 4.98 | 9.79 | -5.95 | 5.61 | 3.27 | 3.50 | 5.02 | 5.32 | -0.13 | -0.26 |
| Sharpe Ratio | NA | 1.03 | 0.65 | 0.83 | 0.64 | NA | NA | … | … | 1.27 | 1.76 | -0.95 | 2.00 | 0.94 | 1.42 | 2.80 | -1.49 | 0.77 | -0.01 | 0.56 | 1.24 | 1.03 | -0.27 | -0.36 |
| Standard Deviation(%) | NA | 3.19 | 3.36 | 3.64 | 3.54 | NA | NA | … | … | 3.65 | 2.80 | 3.88 | 3.28 | 4.40 | 3.44 | 3.46 | 4.61 | 3.36 | 2.58 | 2.39 | 3.28 | 4.50 | 4.61 | 6.91 |
| Draw Down(%) | NA | 2.33 | 6.79 | 6.79 | 8.81 | NA | NA | … | … | 2.33 | 1.50 | 6.79 | 1.64 | 3.87 | 2.94 | 1.87 | 8.42 | 2.24 | 1.77 | 1.67 | 4.01 | 4.74 | 3.21 | 8.17 |
| Yield(%) | 0.00 | 1.08 | 1.79 | 2.14 | 2.97 | 2.66 | 2.00 | … | … | 0.31 | 1.41 | 1.30 | 3.15 | 2.56 | 2.45 | 2.98 | 4.79 | 5.17 | 3.51 | 4.15 | 4.74 | 3.55 | 0.00 | 0.00 |
Data as of 06/16/2015, Common starting date is 02/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBDBX (CALVERT BOND PORTFOLIO CLASS B) |
0.22%
Jul 2001 – Jul 2004 |
1.50%
Jul 2001 – Jul 2006 |
2.66%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBDBX (CALVERT BOND PORTFOLIO CLASS B) |
7.32%
Feb 2009 – Feb 2012 |
5.04%
Feb 2009 – Feb 2014 |
4.21%
Oct 2002 – Oct 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart