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Calvert Income Fund Class I: (MF: CINCX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$15.01 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.03 | 10 |
| 3 months | 1.90 | 24 |
| 6 months | 3.07 | 5 |
| 1 Year | 9.60 | 1 |
| 3 Year | 3.62 | 45 |
| 5 Year | 2.49 | 40 |
| 10 Year | 3.00 | 18 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 44.78 |
| Bear Market (10/07 - 2/09) | -11.79 |
| Bull Market (2/09 - 3/21) | 103.16 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.63 |
| 5 Year | 3.10 |
| 10 Year | 2.88 |
| Since Inception | 4.93 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.51 | NA | NA | NA |
| 2024 | 0.72 | 0.59 | 5.82 | -2.29 |
| 2023 | 3.66 | -0.13 | -2.57 | 7.86 |
| 2022 | -6.92 | -8.18 | -3.97 | 2.51 |
| 2021 | -2.26 | 3.53 | 0.36 | 0.10 |
| 2020 | -7.22 | 8.04 | 3.01 | 4.77 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.03 | 4.76 | 8.79 | -15.87 | 1.66 | 8.19 | 14.96 | -2.98 | 7.00 | 5.93 | -0.55 |
| % Total Return Rel to Index | -0.15 | 3.49 | 3.26 | -2.85 | 3.20 | 0.69 | 6.23 | -3.00 | 3.46 | 3.27 | -1.12 |
| % Total Return Rel to Peer | 1.18 | 0.37 | 1.61 | -5.72 | 1.60 | 1.16 | 6.71 | -2.07 | 3.40 | 2.41 | 0.43 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 2.00 | 2.00 | 1.00 | 4.00 | 1.00 | 1.00 | 3.00 |
| % Dividends | 0.26 | 0.82 | 0.77 | 0.50 | 0.48 | 0.52 | 0.59 | 0.59 | 0.55 | 0.58 | 0.54 |
| % Yield | 1.62 | 5.23 | 5.11 | 3.25 | 2.55 | 2.71 | 3.26 | 3.62 | 3.11 | 3.40 | 3.27 |
| Capital Gains ($) | 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 | 0.67 | 0.68 | 0.66 | 0.67 | 0.69 | 0.68 | 0.64 | 0.62 | 0.64 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%