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Calvert Income Fund Class C: (MF: CIFCX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$14.96 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.63 | 21 |
| 3 months | 1.66 | 35 |
| 6 months | 2.57 | 27 |
| 1 Year | 8.53 | 7 |
| 3 Year | 2.62 | 67 |
| 5 Year | 1.54 | 56 |
| 10 Year | 1.94 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 35.27 |
| Bear Market (10/07 - 2/09) | -13.33 |
| Bull Market (2/09 - 3/21) | 69.34 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.53 |
| 5 Year | 2.15 |
| 10 Year | 1.83 |
| Since Inception | 3.42 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.20 | NA | NA | NA |
| 2024 | 0.46 | 0.34 | 5.58 | -2.49 |
| 2023 | 3.34 | -0.38 | -2.76 | 7.54 |
| 2022 | -7.17 | -8.28 | -4.23 | 2.32 |
| 2021 | -2.45 | 3.22 | 0.19 | -0.09 |
| 2020 | -7.41 | 7.82 | 2.82 | 4.45 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.63 | 3.79 | 7.65 | -16.57 | 0.79 | 7.23 | 13.83 | -4.08 | 5.73 | 4.79 | -1.90 |
| % Total Return Rel to Index | -0.54 | 2.53 | 2.12 | -3.55 | 2.33 | -0.26 | 5.10 | -4.10 | 2.18 | 2.13 | -2.47 |
| % Total Return Rel to Peer | 0.78 | -0.59 | 0.47 | -6.42 | 0.73 | 0.20 | 5.58 | -3.17 | 2.13 | 1.27 | -0.92 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 2.00 | 3.00 | 1.00 | 5.00 | 1.00 | 2.00 | 4.00 |
| % Dividends | 0.21 | 0.67 | 0.62 | 0.37 | 0.32 | 0.36 | 0.44 | 0.43 | 0.36 | 0.39 | 0.33 |
| % Yield | 1.32 | 4.30 | 4.19 | 2.41 | 1.69 | 1.89 | 2.44 | 2.66 | 2.06 | 2.30 | 2.01 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.67 | 1.68 | 1.66 | 1.67 | 1.69 | 1.72 | 1.74 | 1.80 | 1.81 | 1.93 |
* 1 = Top 20%, 5 = Bottom 20%