Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, December 28, 2009, 11:35PM ET - U.S. Markets Closed. Dow Up 0.26% Nasdaq Up 0.24%
Calvert Social Investment Bond I (CBDIX)On Dec 28: 15.11  Down 0.01 (0.07%)  
MORE ON CBDIX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:12.29%
5-Year Average Return:5.09%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2007):7.25%
Worst 1-Yr Total Return (2008):-4.50%
Best 3-Yr Total Return (2005-7):5.74%
Worst 3-Yr Total Return (2006-8):2.44%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnCBDIXCategoryDiffIndex*Diff
Year To Date12.2914.86-2.577.614.68
1-Month0.841.13-0.291.29-0.45
3-Month3.453.76-0.312.860.59
1-Year13.0518.84-5.7911.631.42
3-Year4.654.580.076.40-1.75
5-Year5.094.200.895.49-0.4
Last Bull Market ( 28-Feb-09 to 30-Sep-09)11.9013.91-2.017.064.84
Last Bear Market ( 31-Aug-08 to 31-Aug-09)2.706.57-3.877.94-5.24
* Index means [ BarCap US Agg Bond TR USD ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearCBDIXCategoryDiff
2009N/AN/AN/A
2008
 
-4.50-4.700.20
2007
 
7.254.702.55
2006
 
4.954.150.80
2005
 
5.041.803.24
2004
 
6.613.912.70
2003
 
8.775.103.67
2002
 
6.748.04-1.30
2001
 
14.057.646.41
2000N/A9.44N/A
1999N/A-1.35N/A
PAST QUARTERLY RETURNS (%) FOR CBDIX 
Q1Q2Q3Q4
2009-0.084.615.73N/A
20080.560.16-1.70-3.55
20071.82-0.202.872.60
2006-0.230.183.661.30
20051.063.020.060.84
20043.37-1.713.481.39
20031.385.090.681.41
2002-0.293.182.341.37
20017.833.251.920.51
2000N/A-0.583.360.63
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date664112658.97
1-Month665116856.93
3-Month660115856.99
6-Month661114057.98
1-Year609112054.37
3-Year52697054.23
5-Year22785426.58

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder