Nasdaq - Delayed Quote USD
Calvert Short Duration Income R6 (CDSRX)
At close: 6:25:14 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.75% |
| 5y Average Return | 2.90% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Dec 10, 2024) | 7.64% |
| Worst 1Y Total Return (Dec 10, 2024) | -- |
| Best 3Y Total Return | 7.64% |
| Worst 3Y Total Return | 0.37% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CDSRX
Category
- YTD
- 5.49%
- 0.44%
- 1-Month
- 0.53%
- 0.02%
- 3-Month
- 0.93%
- 0.56%
- 1-Year
- 7.36%
- 2.65%
- 3-Year
- 2.75%
- 3.38%
- 5-Year
- 2.86%
- 2.40%
- 10-Year
- 2.56%
- 2.01%
- Last Bull Market
- 4.80%
- 2.63%
- Last Bear Market
- -2.39%
- -0.33%
Annual Total Return (%) History
Year
CDSRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.97% | 1.14% | 3.36% | -- |
| 2023 | 2.24% | 0.64% | 0.79% | 3.80% |
| 2022 | -2.85% | -2.39% | -1.14% | 1.70% |
| 2021 | 0.45% | 0.84% | 0.38% | -0.48% |
| 2020 | -4.22% | 5.11% | 1.62% | 2.45% |
| 2019 | 1.82% | 0.84% | 0.78% | -- |
Rank in Category (By Total Return)
| YTD | 20 |
| 1-Month | 55 |
| 3-Month | 29 |
| 1-Year | 18 |
| 3-Year | 12 |
| 5-Year | 10 |
Load Adjusted Returns
| 1-Year | 7.36% |
| 3-Year | 2.75% |
| 5-Year | 2.86% |
| 10-Year | 2.56% |
Performance & Risk
| YTD Return | 5.75% |
| 5y Average Return | 2.90% |
| Rank in Category (ytd) | 20 |
| % 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 | 5.49% |
| Yield | 4.97% |
| 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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