Nasdaq - Delayed Quote USD

Calvert Bond A (CSIBX)

14.32
+0.01
+(0.07%)
At close: 8:04:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.73%
5y Average Return 0.93%
Number of Years Up 32
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 8.44%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 8.44%
Worst 3Y Total Return -2.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSIBX
Category
YTD
3.16%
-0.61%
1-Month
0.43%
0.77%
3-Month
2.43%
1.99%
1-Year
8.69%
3.06%
3-Year
2.88%
5.69%
5-Year
1.32%
3.75%
10-Year
2.14%
3.84%
Last Bull Market
6.87%
4.61%
Last Bear Market
-5.14%
1.87%

Annual Total Return (%) History

Year
CSIBX
Category
2025
--
--
2024
2.81%
--
2023
7.30%
--
2022
-12.45%
--
2021
0.10%
--
2020
7.38%
8.06%
2019
8.44%
8.94%
2018
-0.16%
-0.61%

2017
4.19%
4.27%
2016
3.63%
3.86%
2015
0.01%
-0.45%
2014
6.10%
5.42%
2013
-2.61%
-0.90%
2012
7.67%
7.76%
2011
5.60%
6.27%
2010
6.17%
8.51%
2009
10.86%
15.12%
2008
-5.03%
-3.86%
2007
6.66%
5.62%
2006
4.28%
4.48%
2005
4.51%
2.09%
2004
5.94%
4.59%
2003
8.18%
6.32%
2002
6.15%
8.44%
2001
13.39%
7.84%
2000
5.95%
10.08%
1999
0.67%
-1.06%
1998
6.13%
7.25%
1997
9.88%
9.73%
1996
2.92%
4.19%
1995
17.39%
19.51%
1994
-5.34%
-4.27%
1993
11.65%
11.26%
1992
6.67%
7.60%
1991
15.70%
17.56%
1990
8.30%
6.74%
1989
13.45%
12.07%
1988
8.09%
8.05%
1987
--
1.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.72% -- -- --
2024 -0.08% 0.38% 5.32% -2.67%
2023 3.50% -0.49% -2.55% 6.90%
2022 -5.50% -5.14% -3.93% 1.65%
2021 -1.71% 1.87% 0.28% -0.32%
2020 -1.79% 5.12% 1.80% 2.18%
2019 3.17% 2.76% 2.06% 0.22%
2018 -1.08% -0.01% 0.13% 0.82%
2017 1.10% 1.82% 0.71% 0.50%
2016 2.20% 2.52% 1.32% -2.38%

2015 2.19% -2.77% 0.86% -0.19%
2014 2.36% 2.30% -0.25% 1.59%
2013 0.08% -2.95% 0.07% 0.20%
2012 0.87% 2.72% 3.28% 0.61%
2011 1.08% 1.11% 3.48% -0.15%
2010 2.40% 2.56% 2.47% -1.35%
2009 -0.25% 4.45% 5.58% 0.79%
2008 0.47% -0.04% -1.84% -3.66%
2007 1.69% -0.28% 2.66% 2.46%
2006 -0.42% 0.06% 3.46% 1.17%
2005 0.96% 2.83% -0.05% 0.71%
2004 3.23% -1.89% 3.33% 1.23%
2003 1.25% 4.95% 0.53% 1.26%
2002 -0.39% 2.96% 2.18% 1.28%
2001 7.68% 3.10% 1.78% 0.36%
2000 2.92% -0.73% 3.20% 0.49%
1999 0.11% -0.32% 0.65% 0.24%
1998 1.28% 2.19% 1.79% 0.74%
1997 -0.72% 3.69% 3.68% 2.95%
1996 -1.79% 0.26% 1.52% 2.96%
1995 4.84% 5.76% 1.79% 4.00%
1994 -3.57% -1.39% -0.17% -0.27%
1993 4.96% 2.65% 3.73% -0.10%
1992 -2.57% 4.13% 5.08% 0.06%
1991 1.91% 1.72% 6.00% 5.30%
1990 -1.18% 3.11% 0.71% 5.53%
1989 1.54% 7.39% 0.74% 3.28%
1988 4.01% 1.07% 1.75% 1.06%
1987 5.02% -- -- --

Rank in Category (By Total Return)

YTD 28
1-Month 16
3-Month 32
1-Year 22
3-Year 19
5-Year 17

Load Adjusted Returns

1-Year 5.16%
3-Year 1.75%
5-Year 0.65%
10-Year 1.81%

Performance & Risk

YTD Return 1.73%
5y Average Return 0.93%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Calvert Research and Management
Net Assets 3.84B
YTD Return 3.16%
Yield 4.48%
Morningstar Rating
Inception Date Oct 03, 2017

Fund Summary

Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds. Bonds include debt securities of any maturity. At least 80% of the fund's net assets are invested in investment grade debt securities. The fund may also invest up to 25% of its net assets in foreign debt securities.

Related Tickers

FGPMX Franklin Gold and Precious Metals R6
31.00
+2.82%
 
FKRCX Franklin Gold and Precious Metals A
27.75
+2.82%
 
FRGOX Franklin Gold and Precious Metals C
23.86
+2.80%
 
FGADX Franklin Gold and Precious Metals Adv
30.48
+2.80%
 
INIIX VanEck International Investors Gold I
22.47
+2.79%
 
INIYX VanEck International Investors Gold Y
16.44
+2.75%
 
INIVX VanEck International Investors Gold A
15.83
+2.73%
 
USERX U.S. Global Investors Gold & Precious Metals Fund
16.98
+2.60%
 
FEGIX First Eagle Gold I
37.58
+2.26%
 
FEURX First Eagle Gold R6
37.69
+2.25%
 
MOWNX Moerus Worldwide Value N
18.27
+2.01%
 
MOWIX Moerus Worldwide Value Institutional
18.33
+2.00%
 
BCSVX Brown Capital Management International Small Company Fund
25.96
+1.60%
 
BCSFX Brown Capital Management International Small Company Fund
26.60
+1.60%
 
FAUFX Fidelity Advisor Utilities Fund
45.05
+1.24%
 
FSUTX Fidelity Select Utilities
122.58
+1.23%
 
FUGCX Fidelity Advisor Utilities C
43.63
+1.23%
 
FIKIX Fidelity Advisor Utilities Z
46.10
+1.23%
 
FUGAX Fidelity Advisor Utilities A
44.88
+1.22%
 
FUGIX Fidelity Advisor Utilities I
46.11
+1.21%
 
PRUQX PGIM Jennison Utility R6
15.45
+1.18%
 
HGASX Hennessy Gas Utility Institutional
28.55
+1.03%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
18.80
+1.02%
 
VLPIX Virtus Duff & Phelps Sel MLP & Engy I
16.11
+1.00%
 
VLPAX Virtus Duff & Phelps Sel MLP & Engy A
16.27
+0.99%
 
COBYX The Cook & Bynum
17.31
+0.99%
 
FMGIX Frontier MFG Core Infrastructure Instl
16.35
+0.93%
 
FNARX Fidelity Natural Resources Fund
44.45
+0.89%
 
ISCAX Federated Hermes Intl Small-Mid Co A
46.42
+0.83%
 
ISCIX Federated Hermes Intl Small-Mid Co IS
47.97
+0.82%
 
ISCCX Federated Hermes Intl Small-Mid Co C
31.29
+0.81%
 
FIUIX Fidelity Telecom and Utilities
34.11
+0.80%
 
FIQIX Fidelity Advisor Intl Small Cap Z
35.29
+0.74%
 
FIASX Fidelity Advisor Intl Small Cap A
34.29
+0.73%
 
JARIX Easterly Global Real Estate Fund
15.09
+0.73%
 
CIISX Causeway International Small Cap Instl
15.27
+0.73%
 
AVALX Aegis Value I
44.43
+0.73%
 
FISMX Fidelity International Small Cap
35.08
+0.72%
 
FIXIX Fidelity Advisor Intl Small Cap I
35.33
+0.71%
 
FTISX Fidelity Advisor Intl Small Cap M
34.10
+0.71%
 
BESIX William Blair Emerging Markets Small Cap Growth Fund
20.90
+0.67%
 
FEDGX Fidelity Advisor Emerg Mkts Discv C
16.43
+0.67%
 
AIFRX abrdn Global Infrastructure Instl
25.44
+0.67%
 
WESJX William Blair Emerg Mkts Sm Cp Gr R6
20.97
+0.67%
 
VIESX Virtus KAR Emerging Markets Small-Cap I
16.58
+0.67%
 
CVISX Causeway International Small Cap Inv
15.24
+0.66%
 
VRESX Virtus KAR Emerging Markets Small-Cap R6
16.77
+0.66%
 
FEDTX Fidelity Advisor Emerg Mkts Discv M
16.91
+0.65%
 
DVSMX Driehaus Small Cap Growth Investor
20.08
+0.65%
 
BISMX Brandes International Small Cap Equity Fund
23.20
+0.65%
 
FEDDX Fidelity Emerging Markets Discovery
17.04
+0.65%
 
FIQGX Fidelity Advisor Emerg Mkts Discv Z
17.05
+0.65%
 
FEDIX Fidelity Advisor Emerg Mkts Discv I
17.07
+0.65%
 
BISRX Brandes International Small Cap Equity Fund
23.37
+0.65%
 
APHIX Artisan International Fund
32.95
+0.64%
 
BINCX Brandes International Small Cap Equity Fund
21.98
+0.64%
 
DNSMX Driehaus Small Cap Growth Institutional
20.50
+0.64%
 
AIAFX abrdn Global Infrastructure A
25.35
+0.64%
 
VCESX Virtus KAR Emerging Markets Small-Cap Fund
16.00
+0.63%
 
APDIX Artisan International Fund
32.57
+0.62%
 
ARTIX Artisan International Investor
32.74
+0.61%
 
VAESX Virtus KAR Emerging Markets Small-Cap Fund
16.40
+0.61%
 
BISAX Brandes International Small Cap Equity Fund
23.02
+0.61%
 
FOPAX Fidelity Advisor Intl Sm Cap Opps A
21.69
+0.60%
 
GPMCX Grandeur Peak Global Micro Cap Instl
15.17
+0.60%
 
FEDAX Fidelity Advisor Emerg Mkts Discv A
16.90
+0.60%
 
FIQJX Fidelity Advisor Intl Sm Cap Opps Z
22.07
+0.59%
 
FOPIX Fidelity Advisor Intl Sm Cap Opps I
22.14
+0.59%
 
FSCOX Fidelity International Small Cap Opp
22.18
+0.59%
 
FEAAX Fidelity Advisor Emerging Asia A
51.28
+0.57%
 
FOPTX Fidelity Advisor Intl Sm Cap Opps M
21.29
+0.57%
 
FSEAX Fidelity Emerging Asia
53.30
+0.57%
 
FPBFX Fidelity Pacific Basin
33.86
+0.56%
 
FERIX Fidelity Advisor Emerging Asia I
53.93
+0.56%
 
FIQPX Fidelity Advisor Emerging Asia Z
54.01
+0.56%
 
FERCX Fidelity Advisor Emerging Asia C
43.26
+0.56%
 
FEATX Fidelity Advisor Emerging Asia M
48.77
+0.56%
 
WCMSX WCM International Small Cap Growth Instl
23.59
+0.55%
 
FOPCX Fidelity Advisor Intl Sm Cap Opps C
20.15
+0.55%
 
RYBAX Rydex Basic Materials H
66.95
+0.53%
 
RYBIX Rydex Basic Materials Inv
77.28
+0.52%
 
RYBMX Rydex Basic Materials A
69.71
+0.52%
 
FTMKX Fidelity Advisor Focused Em Mkts M
33.48
+0.51%
 
JAKUX JHancock Disciplined Value Glb L/S I
15.76
+0.51%
 
LFMGX Lord Abbett Micro Cap Growth F
19.76
+0.51%
 
LMIYX Lord Abbett Micro Cap Growth I
19.76
+0.51%
 
LAMGX Lord Abbett Micro Cap Growth A
15.95
+0.50%
 
FIMKX Fidelity Advisor Focused Em Mkts I
34.04
+0.50%
 
IFPUX Independent Franchise Partners US Equity
20.30
+0.50%
 
CNPIX Consumer Staples UltraSector ProFund Inv
76.73
+0.48%
 
CNPSX Consumer Staples UltraSector ProFund Svc
66.53
+0.48%
 
LCMGX Lord Abbett Micro Cap Growth Fund
18.84
+0.48%
 
FMCKX Fidelity Advisor Focused Em Mkts C
31.50
+0.48%
 
PCIEX PACE International Equity P
18.90
+0.48%
 
FAMKX Fidelity Advisor Focused Em Mkts A
33.94
+0.47%
 
PWGAX PACE International Equity A
19.10
+0.47%
 
FZAEX Fidelity Advisor Focused Em Mkts Z
33.96
+0.47%
 
HICGX Hennessy Cornerstone Growth Inst
32.37
+0.47%
 
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
35.07
+0.46%
 
JAKTX JHancock Disciplined Value Glb L/S C
15.37
+0.46%