Nasdaq - Delayed Quote USD

Calvert Core Bond A (CLDAX)

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

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").

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 20.76%
Worst 1Y Total Return --
Number of Years Up 14
Number of Years Down 5

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

Risk Statistics

3 Years5 Years10 Years
CLDAXCategory AverageCLDAXCategory AverageCLDAXCategory Average
Alpha -0.46 0 2.86 0 2.13 0
BETA 0.93 0.01 1.17 0.01 1.33 0.01
Mean Annual Return -0.19 0 0.26 0 0.32 0
R-squared 99.11 0.84 68.14 0.86 69.32 0.86
Standard Deviation 6.77 0.04 8.63 0.03 7.6 0.03
Sharpe Ratio -0.79 0.01 0.12 0.01 0.31 0.01
Treynor Ratio -5.9 0.07 0.56 0.02 1.6 0.03

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