Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMMRX (Calvert Mortgage Access Fund Class R6) | NA | -1.45% | -0.22% | NA | NA | NA | NA | … | … |
Data as of 03/06/2015, Common starting date is 04/08/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMMRX (Calvert Mortgage Access Fund Class R6) | 04/08/2011 | 03/06/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -1.45 | -0.22 | NA | NA | NA | NA | … | … | 1.37 | -2.49 | -2.99 | 5.46 | 0.41 |
| Sharpe Ratio | NA | -0.43 | -0.09 | NA | NA | NA | NA | … | … | 2.38 | -0.77 | -1.03 | 2.39 | 0.18 |
| Standard Deviation(%) | NA | 3.37 | 2.93 | NA | NA | NA | NA | … | … | 3.40 | 3.25 | 2.92 | 2.28 | 3.00 |
| Draw Down(%) | NA | 7.32 | 8.86 | NA | NA | NA | NA | … | … | 1.16 | 7.32 | 5.30 | 2.45 | 3.30 |
| Yield(%) | 0.00 | 1.25 | 1.43 | 1.07 | 0.54 | 0.36 | 0.27 | … | … | 0.00 | 1.26 | 2.56 | 0.43 | 1.01 |
Data as of 03/06/2015, Common starting date is 04/08/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMMRX (Calvert Mortgage Access Fund Class R6) |
-0.26%
Jan 2012 – Jan 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMMRX (Calvert Mortgage Access Fund Class R6) |
1.61%
May 2011 – May 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart