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Calvert Ultra-Short Duration Income A (CULAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.850.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.77%
5-Year Average Return2.03%
Number of Years Up16
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2024)7.29%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return7.29%
Worst 3-Yr Total Return0.27%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCULAXCategory
YTD1.45%0.23%
1-Month0.52%0.00%
3-Month1.45%0.13%
1-Year6.17%0.98%
3-Year2.45%1.85%
5-Year2.03%1.66%
10-Year1.64%1.19%
Last Bull Market1.34%1.14%
Last Bear Market-0.96%-0.10%

Annual Total Return (%) History

Year
CULAXCategory
2024
N/AN/A
2023
6.05%N/A
2022
-0.27%N/A
2021
0.43%N/A
2020
0.65%1.34%
2019
3.31%3.08%
2018
1.15%1.61%
2017
1.39%1.44%
2016
1.90%1.41%
2015
0.21%0.17%
2014
0.55%0.34%
2013
0.90%0.49%
2012
2.46%1.99%
2011
0.20%0.25%
2010
2.30%2.27%
2009
7.29%6.67%
2008
2.98%-7.89%
2007
5.20%2.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.45%N/AN/AN/A
20231.33%1.42%1.41%1.76%
2022-0.87%-0.96%0.45%1.13%
20210.22%0.27%0.12%-0.17%
2020-4.35%3.91%0.33%0.94%
20191.32%0.75%0.56%0.63%
20180.19%0.56%0.59%-0.19%
20170.35%0.42%0.31%0.30%
20160.19%0.73%0.62%0.34%
20150.23%0.12%-0.27%0.13%
20140.29%0.31%-0.00%-0.05%
20130.37%-0.19%0.41%0.32%
20121.08%0.19%0.80%0.38%
20110.58%0.10%-0.78%0.30%
20100.62%0.24%1.03%0.39%
20090.92%3.25%1.80%1.14%
20080.45%1.77%0.42%0.32%
20071.27%1.41%0.79%1.64%

Rank In Category (By Total Return)

YTD39
1-Month33
3-Month39
1-Year36
3-Year48
5-Year68

Load Adjusted Returns

1-Year6.17%
3-Year2.45%
5-Year2.03%
10-Year1.64%