Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CINCX (CALVERT INCOME FUND CLASS I) | -0.35% | 5.16% | 6.48% | 1.43% | 3.36% | 3.46% | 3.86% | … | … |
Data as of 06/05/2026, Common starting date is 03/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CINCX (CALVERT INCOME FUND CLASS I) | 03/24/1999 | 06/05/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 5.16 | 6.48 | 1.43 | 3.36 | 3.46 | 3.86 | … | … | -0.35 | 9.24 | 4.83 | 8.85 | -15.36 | 1.90 | 8.57 | 14.97 | -2.98 | 7.00 | 5.61 | -0.55 | 5.21 | -0.02 | 9.19 | 3.30 | 6.87 | 17.14 | -11.34 | 5.71 | 5.43 | 4.22 | 5.85 | 14.46 | 5.52 | 14.70 | 5.24 | 3.04 |
| Sharpe Ratio | NA | 0.68 | 0.63 | -0.20 | 0.33 | NA | NA | … | … | -0.80 | 1.61 | 0.23 | 0.75 | -2.33 | 0.51 | 0.99 | 3.83 | -1.58 | 2.10 | 1.39 | -0.13 | 1.78 | -0.01 | 2.90 | 0.75 | 2.36 | 4.31 | -2.46 | 0.80 | 0.86 | 0.89 | 1.66 | 3.31 | 0.94 | 2.28 | 0.21 | 0.11 |
| Standard Deviation(%) | NA | 3.67 | 5.12 | 5.64 | 5.23 | NA | NA | … | … | 4.19 | 3.96 | 5.18 | 6.94 | 7.23 | 3.71 | 8.36 | 3.52 | 2.76 | 3.04 | 3.89 | 4.57 | 2.92 | 3.82 | 3.18 | 4.36 | 2.87 | 3.95 | 4.99 | 3.23 | 2.34 | 2.20 | 2.94 | 4.15 | 4.66 | 5.47 | 4.90 | 4.81 |
| Draw Down(%) | NA | 3.07 | 5.56 | 20.57 | 20.57 | NA | NA | … | … | 3.07 | 2.93 | 3.00 | 7.22 | 19.73 | 3.26 | 16.59 | 2.25 | 3.41 | 1.54 | 4.25 | 3.83 | 1.62 | 5.79 | 1.86 | 4.56 | 1.84 | 2.50 | 14.05 | 1.96 | 1.09 | 1.65 | 3.47 | 3.02 | 4.81 | 3.76 | 6.28 | 2.86 |
| Yield(%) | 0.00 | 4.65 | 5.29 | 3.97 | 3.91 | 3.79 | 4.06 | … | … | 1.59 | 5.26 | 5.57 | 5.28 | 3.36 | 2.92 | 3.34 | 3.85 | 3.62 | 3.42 | 3.38 | 3.34 | 3.30 | 3.36 | 3.91 | 4.08 | 3.75 | 4.87 | 5.36 | 6.91 | 5.18 | 5.54 | 6.17 | 9.85 | 7.22 | 10.84 | 8.67 | 5.40 |
Data as of 06/05/2026, Common starting date is 03/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINCX (CALVERT INCOME FUND CLASS I) |
-3.67%
Oct 2020 – Oct 2023 |
0.30%
Oct 2017 – Oct 2022 |
1.81%
Oct 2012 – Oct 2022 |
2.76%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CINCX (CALVERT INCOME FUND CLASS I) |
11.47%
Dec 2000 – Dec 2003 |
9.63%
May 2000 – May 2005 |
6.89%
Apr 2000 – Apr 2010 |
6.07%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart