Back to top
more

Calvert Core Bond Fund Class A: (MF: CLDAX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 05:19 PM ET

$15.67 USD

-0.13 (-0.82%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.62 31
3 months 1.47 28
6 months 3.57 41
1 Year 6.08 40
3 Year 5.11 83
5 Year 0.40 81
10 Year 3.85 25

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) 6.17
Bull Market (2/09 - 3/21) 151.29

Load Adjusted Returns as of Feb 28, 2026

1 Year 3.86
5 Year -1.11
10 Year 3.69
Since Inception 5.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.65 1.33 2.02 1.04
2024 -0.55 0.14 5.10 -2.82
2023 3.29 -0.96 -2.85 6.44
2022 -6.22 -4.69 -4.27 1.39
2021 -3.67 1.80 0.13 -0.70

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.627.241.725.78-13.25-2.5014.2620.74-5.739.476.82
% Total Return Rel to Index 0.11-0.140.450.25-0.23-0.956.7612.01-5.745.924.16
% Total Return Rel to Peer -0.160.58-2.66-1.39-3.10-2.567.2312.49-4.825.873.30
% Perf Quintile vs Peer* 4.002.000.004.003.005.001.001.005.001.002.00
% Dividends 0.100.670.690.610.321.080.450.560.570.520.51
% Yield 0.334.094.354.091.995.672.142.943.512.922.92
Capital Gains ($) 0.000.000.000.000.000.000.540.000.000.000.64
Expense Ratio 0.000.720.740.740.740.800.920.920.921.021.12

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