Nasdaq USD

Calvert Short Duration Income Fund (CDSIX)

15.77 0.00 (0.00%)
At close: 6:25:14 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 5.69%
5y Average Return 2.84%
Number of Years Up 15
Number of Years Down 2
Best 1Y Total Return (Dec 10, 2024) 12.62%
Worst 1Y Total Return (Dec 10, 2024) --
Best 3Y Total Return 12.62%
Worst 3Y Total Return 0.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CDSIX
Category
YTD
5.43%
0.44%
1-Month
0.53%
0.02%
3-Month
0.91%
0.56%
1-Year
7.29%
2.65%
3-Year
2.67%
3.38%
5-Year
2.80%
2.40%
10-Year
2.71%
2.01%
Last Bull Market
4.78%
2.63%
Last Bear Market
-2.40%
-0.33%

Annual Total Return (%) History

Year
CDSIX
Category
2024
--
--
2023
7.58%
--
2022
-4.72%
--
2021
1.13%
--
2020
4.76%
3.81%
2019
6.45%
4.72%
2018
0.42%
0.92%
2017
2.52%
1.73%

2016
3.63%
2.08%
2015
0.80%
0.19%
2014
1.30%
1.07%
2013
1.30%
0.45%
2012
6.97%
3.67%
2011
0.95%
1.66%
2010
4.34%
4.11%
2009
12.62%
9.30%
2008
-0.57%
-4.23%
2007
5.96%
4.29%
2006
--
4.05%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.96% 1.13% 3.34% --
2023 2.23% 0.62% 0.77% 3.78%
2022 -2.87% -2.40% -1.16% 1.68%
2021 0.44% 0.83% 0.36% -0.50%
2020 -4.23% 5.10% 1.61% 2.43%
2019 2.89% 1.81% 0.85% 0.76%
2018 -0.26% 0.26% 0.81% -0.38%
2017 0.89% 0.85% 0.66% 0.09%
2016 1.34% 1.83% 1.02% -0.59%
2015 1.20% -0.11% 0.05% -0.33%

2014 0.93% 0.95% -0.47% -0.11%
2013 0.82% -0.86% 0.80% 0.55%
2012 2.07% 1.16% 2.70% 0.88%
2011 1.24% 0.54% -0.60% -0.22%
2010 1.28% 0.90% 2.05% 0.05%
2009 2.06% 5.16% 3.70% 1.19%
2008 1.20% 0.76% -1.05% -1.45%
2007 1.56% 1.03% 1.66% 1.58%
2006 2.04% 1.41% -- --

Rank in Category (By Total Return)

YTD 22
1-Month 57
3-Month 31
1-Year 19
3-Year 14
5-Year 12

Load Adjusted Returns

1-Year 7.29%
3-Year 2.67%
5-Year 2.80%
10-Year 2.71%

Performance & Risk

YTD Return 5.69%
5y Average Return 2.84%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.37
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Calvert Research and Management
Net Assets 2.49B
YTD Return 5.43%
Yield 4.91%
Morningstar Rating
Inception Date Oct 01, 2002

Fund Summary

The fund typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35% of its net assets in below-investment grade, high-yield debt instruments (commonly known as "junk bonds"), including distressed instruments that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities.

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