Nasdaq - Delayed Quote USD

Calvert Core Bond Income R6 (CLDRX)

15.96 +0.06 (+0.38%)
At close: 8:00 PM EDT

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 --
Worst 1Y Total Return --
Number of Years Up --
Number of Years Down --

Performance & Risk

YTD Return 3.69%
5y Average Return 0.00%
Rank in Category (ytd) 38
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CLDRXCategory AverageCLDRXCategory AverageCLDRXCategory Average
Alpha -0.33 0 1.65 0 1.95 0
BETA 0.93 0.01 1.1 0.01 1.29 0.01
Mean Annual Return -0.09 0 0.17 0 0.33 0
R-squared 99.15 0.84 67.81 0.86 69.62 0.86
Standard Deviation 7.19 0.04 8.27 0.03 7.58 0.03
Sharpe Ratio -0.7 0.01 -0.06 0.01 0.29 0.01
Treynor Ratio -5.61 0.07 -0.74 0.02 1.55 0.03

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