Nasdaq - Delayed Quote USD

Calvert Short Duration Income A (CSDAX)

15.59 -0.04 (-0.26%)
At close: 8:01:36 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 5.34%
5y Average Return 2.55%
Number of Years Up 19
Number of Years Down 2
Best 1Y Total Return (Dec 17, 2024) 12.13%
Worst 1Y Total Return (Dec 17, 2024) --
Best 3Y Total Return 12.13%
Worst 3Y Total Return 0.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSDAX
Category
YTD
5.20%
0.44%
1-Month
0.51%
0.02%
3-Month
0.78%
0.56%
1-Year
6.97%
2.65%
3-Year
2.42%
3.38%
5-Year
2.54%
2.40%
10-Year
2.38%
2.01%
Last Bull Market
4.62%
2.63%
Last Bear Market
-2.54%
-0.33%

Annual Total Return (%) History

Year
CSDAX
Category
2024
--
--
2023
7.34%
--
2022
-5.01%
--
2021
0.88%
--
2020
4.51%
3.81%
2019
6.21%
4.72%
2018
0.05%
0.92%
2017
2.17%
1.73%

2016
3.25%
2.08%
2015
0.24%
0.19%
2014
0.67%
1.07%
2013
0.67%
0.45%
2012
6.47%
3.67%
2011
0.38%
1.66%
2010
3.72%
4.11%
2009
12.13%
9.30%
2008
-0.95%
-4.23%
2007
5.69%
4.29%
2006
5.25%
4.05%
2005
3.32%
1.45%
2004
3.62%
1.63%
2003
8.62%
2.54%
2002
--
5.47%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.90% 1.13% 3.23% --
2023 2.17% 0.56% 0.77% 3.67%
2022 -2.89% -2.54% -1.17% 1.56%
2021 0.38% 0.77% 0.30% -0.57%
2020 -4.33% 5.07% 1.55% 2.38%
2019 2.85% 1.75% 0.79% 0.70%
2018 -0.39% 0.26% 0.69% -0.51%
2017 0.79% 0.76% 0.57% 0.03%
2016 1.25% 1.74% 0.94% -0.70%
2015 1.07% -0.25% -0.11% -0.46%

2014 0.79% 0.80% -0.61% -0.32%
2013 0.64% -1.04% 0.73% 0.35%
2012 1.93% 1.03% 2.56% 0.80%
2011 1.11% 0.40% -0.69% -0.43%
2010 1.15% 0.75% 1.87% -0.09%
2009 2.00% 5.03% 3.59% 1.04%
2008 1.08% 0.65% -1.06% -1.60%
2007 1.48% 1.00% 1.55% 1.53%
2006 0.94% 1.03% 1.85% 1.33%
2005 0.26% 1.38% 0.70% 0.95%
2004 1.97% -0.76% 1.58% 0.82%
2003 2.38% 3.31% 1.27% 1.41%
2002 2.67% 3.20% 1.86% --

Rank in Category (By Total Return)

YTD 33
1-Month 62
3-Month 49
1-Year 33
3-Year 23
5-Year 16

Load Adjusted Returns

1-Year 4.57%
3-Year 1.65%
5-Year 2.08%
10-Year 2.15%

Performance & Risk

YTD Return 5.34%
5y Average Return 2.55%
Rank in Category (ytd) 33
% 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 5.20%
Yield 4.66%
Morningstar Rating
Inception Date Feb 01, 2019

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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