Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFOAX (Calvert Floating-Rate Advantage Fund -) | -0.15% | 2.80% | 6.70% | 4.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFOAX (Calvert Floating-Rate Advantage Fund -) | 11/13/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 2.80 | 6.70 | 4.60 | NA | NA | NA | … | … | -0.15 | 3.41 | 8.64 | 13.53 | -3.51 | 4.10 | 0.47 | 9.10 | -1.49 | 0.31 |
| Sharpe Ratio | NA | 0.08 | 1.32 | 0.69 | NA | NA | NA | … | … | -1.56 | 0.20 | 1.90 | 2.98 | -1.22 | 3.00 | 0.02 | 3.02 | -1.65 | 1.29 |
| Standard Deviation(%) | NA | 1.94 | 2.64 | 2.98 | NA | NA | NA | … | … | 1.84 | 2.65 | 2.64 | 3.34 | 4.06 | 1.36 | 11.45 | 2.53 | 1.75 | 1.19 |
| Draw Down(%) | NA | 0.92 | 3.21 | 7.65 | NA | NA | NA | … | … | 0.92 | 3.21 | 0.89 | 1.92 | 7.65 | 0.63 | 22.40 | 0.92 | 4.81 | 0.10 |
| Yield(%) | 0.22 | 5.48 | 7.49 | 6.28 | 4.43 | 2.95 | 2.22 | … | … | 1.80 | 6.57 | 8.38 | 9.01 | 5.22 | 3.71 | 3.84 | 5.03 | 4.14 | 0.31 |
Data as of 06/04/2026, Common starting date is 11/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFOAX (Calvert Floating-Rate Advantage Fund -) |
0.08%
Sep 2019 – Sep 2022 |
1.64%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFOAX (Calvert Floating-Rate Advantage Fund -) |
9.12%
Sep 2022 – Sep 2025 |
7.30%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart