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Calvert Short Duration Income Fund Class C: (MF: CDICX)

(NASDAQ Mutual Funds) As of Jul 9, 2026 05:23 PM ET

$15.60 USD

+0.01 (0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.49 66
3 months -0.34 46
6 months 0.79 51
1 Year 3.77 88
3 Year 4.86 56
5 Year 1.97 45
10 Year 2.09 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) 0.65
Bull Market (2/09 - 3/21) 48.11

Load Adjusted Returns as of May 31, 2026

1 Year 2.63
5 Year 1.97
10 Year 2.10
Since Inception 2.60

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.08 NA NA NA
2025 1.57 1.30 1.43 0.97
2024 0.70 0.91 3.23 -0.31
2023 1.98 0.37 0.50 3.48
2022 -3.08 -2.90 -1.35 1.43
2021 0.18 0.58 -0.01 -0.69

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.495.394.596.47-5.840.063.605.41-0.691.402.48
% Total Return Rel to Index 0.07-1.983.320.947.171.60-3.89-3.31-0.70-2.14-0.17
% Total Return Rel to Peer -0.77-1.620.720.073.67-0.61-2.32-2.560.45-2.60-2.65
% Perf Quintile vs Peer* 4.005.003.003.002.003.004.004.003.005.004.00
% Dividends 0.220.570.600.490.200.120.190.320.300.170.21
% Yield 1.103.433.423.501.290.711.101.921.811.021.24
Capital Gains ($) 0.000.000.000.000.000.100.090.000.000.000.00
Expense Ratio 0.001.501.511.511.511.511.511.551.591.651.69

* 1 = Top 20%, 5 = Bottom 20%