Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLDIX (Calvert Long-Term Income Fund Class I) | -0.45% | 4.34% | 4.14% | 0.25% | 3.48% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLDIX (Calvert Long-Term Income Fund Class I) | 02/04/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 4.34 | 4.14 | 0.25 | 3.48 | NA | NA | … | … | -0.45 | 7.52 | 2.02 | 6.06 | -12.90 | -2.10 | 14.87 | 20.96 | -5.31 | 9.92 | 7.31 | -6.93 |
| Sharpe Ratio | NA | 0.42 | 0.17 | -0.41 | 0.26 | NA | NA | … | … | -0.79 | 1.05 | -0.30 | 0.34 | -2.11 | -0.61 | 1.20 | 2.77 | -1.17 | 1.54 | 0.94 | -0.77 |
| Standard Deviation(%) | NA | 4.01 | 5.33 | 5.66 | 6.85 | NA | NA | … | … | 4.48 | 4.45 | 5.39 | 7.11 | 6.82 | 3.46 | 12.13 | 7.04 | 5.76 | 6.03 | 7.51 | 9.92 |
| Draw Down(%) | NA | 3.20 | 5.69 | 17.66 | 18.90 | NA | NA | … | … | 3.20 | 2.70 | 3.94 | 6.92 | 16.46 | 4.09 | 18.90 | 4.52 | 7.81 | 3.07 | 8.75 | 8.78 |
| Yield(%) | 0.37 | 4.50 | 4.53 | 3.95 | 4.48 | 3.17 | 2.38 | … | … | 1.81 | 4.60 | 4.67 | 4.15 | 2.11 | 5.85 | 5.89 | 3.83 | 3.57 | 3.62 | 7.57 | 2.84 |
Data as of 06/05/2026, Common starting date is 02/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDIX (Calvert Long-Term Income Fund Class I) |
-4.35%
Oct 2020 – Oct 2023 |
-0.56%
Jul 2020 – Jul 2025 |
3.28%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLDIX (Calvert Long-Term Income Fund Class I) |
11.70%
Nov 2018 – Nov 2021 |
9.19%
Dec 2015 – Dec 2020 |
4.41%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart