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Calvert Core Bond Income R6 (CLDRX)
At close: 8:00:18 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.73% |
| 5y Average Return | 0.00% |
| Number of Years Up | -- |
| Number of Years Down | -- |
| Best 1Y Total Return (Dec 13, 2024) | -- |
| Worst 1Y Total Return (Dec 13, 2024) | -- |
| Best 3Y Total Return | -- |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CLDRX
Category
- YTD
- 3.46%
- -1.22%
- 1-Month
- 1.09%
- 0.67%
- 3-Month
- -0.01%
- 1.77%
- 1-Year
- 7.21%
- 0.77%
- 3-Year
- -1.70%
- 5.26%
- 5-Year
- 1.21%
- 3.02%
- 10-Year
- 3.31%
- 3.31%
- Last Bull Market
- 7.56%
- 3.52%
- Last Bear Market
- -4.57%
- 3.25%
Annual Total Return (%) History
Year
CLDRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | -0.48% | 0.24% | 5.10% | -- |
| 2023 | -2.78% | 6.51% | -- | -- |
Rank in Category (By Total Return)
| YTD | 37 |
| 1-Month | 58 |
| 3-Month | 35 |
| 1-Year | 40 |
| 3-Year | 30 |
| 5-Year | 5 |
Load Adjusted Returns
| 1-Year | 7.21% |
| 3-Year | -1.70% |
| 5-Year | 1.21% |
| 10-Year | 3.31% |
Performance & Risk
| YTD Return | 2.73% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 37 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Core Bond |
| Fund Family | Calvert Research and Management |
| Net Assets | 1.14B |
| YTD Return | 3.46% |
| Yield | 4.72% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2023 |
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").
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