Nasdaq - Delayed Quote USD

Calvert Core Bond A (CLDAX)

15.88
+0.08
+(0.51%)
As of 8:05:26 AM EDT. Market Open.

Fund Summary

The fund typically invests at least 80% 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 5% 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 U.S. dollar-denominated foreign debt securities and American Depositary Receipts ("ADRs").

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 20.76%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 5

Performance & Risk

YTD Return 3.41%
5y Average Return 1.96%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CLDAXCategory AverageCLDAXCategory AverageCLDAXCategory Average
Alpha -0.03 0 2.38 0 1.67 0
BETA 0.93 0.01 1.05 0.01 1.24 0.01
Mean Annual Return 0.09 0 0.17 0 0.26 0
R-squared 99.37 0.84 82.39 0.86 69.95 0.86
Standard Deviation 7.18 0.04 7.28 0.03 7.43 0.03
Sharpe Ratio -0.49 0.01 -0.1 0.01 0.16 0.01
Treynor Ratio -4.11 0.07 -0.94 0.02 0.76 0.03

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