Nasdaq - Delayed Quote USD

Calvert Core Bond A (CLDAX)

15.29 +0.04 (+0.26%)
At close: April 26 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.80%
5y Average Return 2.23%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 26, 2024) 20.76%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 20.76%
Worst 3Y Total Return -3.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CLDAX
Category
YTD
-0.55%
-1.22%
1-Month
0.87%
0.67%
3-Month
-0.55%
1.77%
1-Year
1.85%
0.77%
3-Year
-2.51%
5.26%
5-Year
2.81%
3.02%
10-Year
3.60%
3.31%
Last Bull Market
3.36%
3.52%
Last Bear Market
-4.57%
3.25%

Annual Total Return (%) History

Year
CLDAX
Category
2024
--
--
2023
5.79%
--
2022
-13.14%
--
2021
-2.30%
--
2020
14.55%
7.52%
2019
20.76%
8.06%
2018
-5.73%
-0.50%
2017
9.47%
3.71%

2016
6.79%
3.23%
2015
-3.92%
-0.26%
2014
15.15%
5.18%
2013
-5.47%
-1.42%
2012
11.94%
7.01%
2011
9.47%
5.86%
2010
10.28%
7.72%
2009
17.09%
13.97%
2008
5.62%
-4.70%
2007
8.28%
4.70%
2006
5.43%
4.15%
2005
6.07%
1.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.55% -- -- --
2023 3.30% -0.96% -2.85% 6.44%
2022 -6.22% -4.57% -4.27% 1.39%
2021 -3.66% 1.81% 0.13% -0.52%
2020 -1.76% 9.96% 2.32% 3.64%
2019 7.50% 6.23% 5.10% 0.61%
2018 -3.23% -1.83% 0.25% -1.02%
2017 1.66% 4.36% 1.14% 2.03%
2016 6.07% 5.40% 1.85% -6.22%
2015 3.01% -6.81% 0.86% -0.76%

2014 5.67% 3.98% 0.21% 4.58%
2013 -1.09% -5.49% -0.01% 1.14%
2012 0.29% 5.34% 4.71% 1.19%
2011 1.98% 1.80% 3.78% 1.61%
2010 2.78% 3.57% 4.09% -0.47%
2009 0.77% 5.99% 8.33% 1.20%
2008 1.87% -0.26% -0.32% 4.29%
2007 1.56% -0.24% 2.84% 3.92%
2006 -0.73% -0.17% 4.65% 1.65%
2005 1.90% 4.56% -1.18% 0.75%

Rank in Category (By Total Return)

YTD 47
1-Month 59
3-Month 47
1-Year 51
3-Year 50
5-Year 1

Load Adjusted Returns

1-Year -1.46%
3-Year -3.58%
5-Year 2.14%
10-Year 3.26%

Performance & Risk

YTD Return -2.80%
5y Average Return 2.23%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Calvert Research and Management
Net Assets 900.01M
YTD Return -0.55%
Yield 4.15%
Morningstar Rating
Inception Date Jan 30, 2015

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").

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