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Calvert Short Duration Income Fund Class I: (MF: CDSIX)

(NASDAQ Mutual Funds) As of Oct 22, 2026 06:02 PM ET

$15.54 USD

+0.05 (0.32%)

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 Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.10 33
3 months -0.92 31
6 months -0.07 36
1 Year 1.33 32
3 Year 5.31 34
5 Year 2.73 22
10 Year 2.83 27

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 16.07
Bear Market (10/07 - 2/09) 2.06
Bull Market (2/09 - 3/21) 80.48

Load Adjusted Returns as of Sep 30, 2026

1 Year 1.33
5 Year 2.72
10 Year 2.83
Since Inception 3.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.17 0.85 -0.92 NA
2025 1.82 1.55 1.67 1.22
2024 0.96 1.09 3.47 0.01
2023 2.22 0.62 0.76 3.78
2022 -2.87 -2.73 -7.71 8.92
2021 0.42 0.83 0.22 -0.49

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.106.435.627.57-5.030.984.526.440.422.523.62
% Total Return Rel to Index 3.01-0.954.362.047.992.53-2.98-2.280.40-1.020.97
% Total Return Rel to Peer 0.76-0.591.751.174.490.31-1.41-1.531.56-1.48-1.50
% Perf Quintile vs Peer* 2.004.002.002.002.002.004.004.002.004.003.00
% Dividends 0.520.740.760.650.330.270.340.490.450.350.39
% Yield 4.444.464.714.452.141.611.972.922.792.102.35
Capital Gains ($) 0.000.000.000.000.000.100.090.000.000.000.00
Expense Ratio 0.510.500.510.510.510.510.510.510.520.510.52

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