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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

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.85%
5-Year Average Return2.29%
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (Apr 29, 2024)6.31%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return6.31%
Worst 3-Yr Total Return0.52%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCULIXCategory
YTD1.51%0.23%
1-Month0.54%0.00%
3-Month1.51%0.13%
1-Year6.44%0.98%
3-Year2.70%1.85%
5-Year2.29%1.66%
10-Year1.92%1.19%
Last Bull Market1.55%1.14%
Last Bear Market-0.90%-0.10%

Annual Total Return (%) History

Year
CULIXCategory
2024
N/AN/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/A0.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.51%N/AN/AN/A
20231.39%1.48%1.47%1.83%
2022-0.81%-0.90%0.61%1.09%
20210.28%0.33%0.18%-0.11%
2020-4.29%3.97%0.39%1.00%
20191.39%0.81%0.62%0.69%
20180.26%0.62%0.63%-0.10%
20170.49%0.44%0.45%0.37%
20160.29%0.84%0.71%0.37%
20150.37%0.19%-0.17%0.23%
20140.32%0.03%0.03%N/A

Rank In Category (By Total Return)

YTD32
1-Month26
3-Month32
1-Year28
3-Year29
5-Year38

Load Adjusted Returns

1-Year6.44%
3-Year2.70%
5-Year2.29%
10-Year1.92%