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Nasdaq - Delayed Quote USD

Calvert Ultra-Short Duration Income R6 (CULRX)

9.89
0.00
(0.00%)
At close: May 2 at 8:00:27 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.49%
5y Average Return 3.64%
Number of Years Up 7
Number of Years Down --
Best 1Y Total Return (May 1, 2025) 6.24%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 6.24%
Worst 3Y Total Return 0.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CULRX
Category
YTD
1.20%
0.23%
1-Month
0.30%
0.00%
3-Month
1.20%
0.13%
1-Year
5.63%
0.98%
3-Year
4.80%
1.85%
5-Year
3.91%
1.66%
10-Year
2.34%
1.19%
Last Bull Market
3.60%
1.14%
Last Bear Market
-0.89%
-0.10%

Annual Total Return (%) History

Year
CULRX
Category
2025
--
--
2024
6.06%
--
2023
6.24%
--
2022
0.12%
--
2021
0.73%
--
2020
0.95%
1.34%
2019
3.61%
3.08%
2018
1.35%
1.61%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.20% -- -- --
2024 1.61% 1.33% 1.84% 1.15%
2023 1.40% 1.39% 1.48% 1.84%
2022 -0.80% -0.89% 0.62% 1.21%
2021 0.39% 0.34% 0.09% -0.10%
2020 -4.18% 3.88% 0.50% 0.91%
2019 1.40% 0.82% 0.73% 0.60%
2018 0.32% 0.59% 0.65% -0.22%

Rank in Category (By Total Return)

YTD 43
1-Month 69
3-Month 43
1-Year 39
3-Year 22
5-Year 13

Load Adjusted Returns

1-Year 5.63%
3-Year 4.80%
5-Year 3.91%
10-Year 2.34%

Performance & Risk

YTD Return 1.49%
5y Average Return 3.64%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.06
Morningstar Risk Rating

Fund Overview

Category Ultrashort Bond
Fund Family Calvert Research and Management
Net Assets 702.88M
YTD Return 1.20%
Yield 5.07%
Morningstar Rating
Inception Date Jan 31, 2014

Fund Summary

The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a portfolio of floating-rate securities (e.g., corporate floating-rate securities) and securities with durations of less than or equal to one year. The manager generally defines ultra-short duration securities as those with durations of less than or equal to one year.

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