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Calvert Ultra-Short Duration Income I (CULIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.86
+0.01
(+0.10%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
1.85%
5-Year Average Return
2.29%
Number of Years Up
8
Number of Years Down
1
Best 1 Yr Total Return (Apr 29, 2024)
6.31%
Worst 1 Yr Total Return (Apr 29, 2024)
N/A
Best 3-Yr Total Return
6.31%
Worst 3-Yr Total Return
0.52%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
CULIX
Category
YTD
1.51%
0.23%
1-Month
0.54%
0.00%
3-Month
1.51%
0.13%
1-Year
6.44%
0.98%
3-Year
2.70%
1.85%
5-Year
2.29%
1.66%
10-Year
1.92%
1.19%
Last Bull Market
1.55%
1.14%
Last Bear Market
-0.90%
-0.10%
Annual Total Return (%) History
Year
CULIX
Category
2024
N/A
N/A
2023
6.31%
N/A
2022
-0.02%
N/A
2021
0.68%
N/A
2020
0.90%
1.34%
2019
3.56%
3.08%
2018
1.41%
1.61%
2017
1.76%
1.44%
2016
2.22%
1.41%
2015
0.62%
0.17%
2014
N/A
0.34%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
1.51%
N/A
N/A
N/A
2023
1.39%
1.48%
1.47%
1.83%
2022
-0.81%
-0.90%
0.61%
1.09%
2021
0.28%
0.33%
0.18%
-0.11%
2020
-4.29%
3.97%
0.39%
1.00%
2019
1.39%
0.81%
0.62%
0.69%
2018
0.26%
0.62%
0.63%
-0.10%
2017
0.49%
0.44%
0.45%
0.37%
2016
0.29%
0.84%
0.71%
0.37%
2015
0.37%
0.19%
-0.17%
0.23%
2014
0.32%
0.03%
0.03%
N/A
Rank In Category (By Total Return)
YTD
32
1-Month
26
3-Month
32
1-Year
28
3-Year
29
5-Year
38
Load Adjusted Returns
1-Year
6.44%
3-Year
2.70%
5-Year
2.29%
10-Year
1.92%
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