Nasdaq - Delayed Quote USD

Calvert Core Bond I (CLDIX)

15.91
+0.09
+(0.57%)
As of 8:08:44 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 20.96%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 3

Performance & Risk

YTD Return 3.54%
5y Average Return 2.22%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CLDIXCategory AverageCLDIXCategory AverageCLDIXCategory Average
Alpha 0.2 0 2.63 0 2.01 0
BETA 0.93 0.01 1.05 0.01 1.24 0.01
Mean Annual Return 0.11 0 0.19 0 0.29 0
R-squared 99.32 0.84 82.45 0.86 70.12 0.86
Standard Deviation 7.18 0.04 7.28 0.03 7.42 0.03
Sharpe Ratio -0.46 0.01 -0.06 0.01 0.21 0.01
Treynor Ratio -3.86 0.07 -0.7 0.02 1.05 0.03

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