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Calvert Short Duration Income Fund Class A: (MF: CSDAX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$15.43 USD
0.00 (NA)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.50 | 29 |
| 3 months | -0.19 | 35 |
| 6 months | 4.23 | 73 |
| 1 Year | 4.99 | 28 |
| 3 Year | 0.72 | 22 |
| 5 Year | 1.98 | 27 |
| 10 Year | 1.84 | 30 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 30.07 |
| Bear Market (10/07 - 2/09) | 1.66 |
| Bull Market (2/09 - 3/21) | 50.39 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 3.65 |
| 5 Year | 1.70 |
| 10 Year | 1.69 |
| Since Inception | 3.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.89 | NA | NA | NA |
| 2023 | 2.17 | 0.55 | 0.76 | 3.66 |
| 2022 | -2.89 | -2.83 | -1.16 | 1.55 |
| 2021 | 0.36 | 0.77 | 0.17 | -0.56 |
| 2020 | -4.34 | 4.87 | 1.55 | 2.37 |
| 2019 | 2.84 | 1.73 | 0.78 | 0.70 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.50 | 7.32 | -5.29 | 0.75 | 4.30 | 6.20 | 0.04 | 2.16 | 3.25 | 0.24 | 0.66 |
| % Total Return Rel to Index | 3.78 | 1.80 | 7.72 | 2.29 | -3.20 | -2.52 | 0.03 | -1.38 | 0.59 | -0.33 | -5.27 |
| % Total Return Rel to Peer | 1.44 | 0.93 | 4.23 | 0.08 | -1.63 | -1.77 | 1.18 | -1.84 | -1.88 | 2.22 | -1.94 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 2.00 | 2.00 | 4.00 | 4.00 | 2.00 | 5.00 | 3.00 | 2.00 | 5.00 |
| % Dividends | 0.23 | 0.61 | 0.30 | 0.23 | 0.30 | 0.45 | 0.41 | 0.29 | 0.33 | 0.29 | 0.30 |
| % Yield | 1.51 | 4.10 | 1.96 | 1.41 | 1.79 | 2.73 | 2.61 | 1.79 | 2.02 | 1.79 | 1.85 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.10 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.76 | 0.76 | 0.76 | 0.76 | 0.79 | 0.84 | 0.89 | 0.94 | 1.08 | 1.08 |
* 1 = Top 20%, 5 = Bottom 20%