UK markets close in 1 hour 13 minutes

Calvert Long-Term Income I (CLDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.33-0.04 (-0.26%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.65%
5-year average return2.54%
Number of years up5
Number of years down3
Best 1-yr total return (23 Apr 2024)20.96%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return20.96%
Worst 3-yr total return-3.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLDIXCategory
YTD-0.43%-1.22%
1-month0.96%0.67%
3-month-0.43%1.77%
1-year2.10%0.77%
3-year-2.24%5.26%
5-year3.07%3.02%
10-year3.94%3.31%
Last bull market3.57%3.52%
Last bear market-4.50%3.25%

Annual total return (%) history

Year
CLDIXCategory
2024
N/AN/A
2023
6.05%N/A
2022
-12.91%N/A
2021
-2.10%N/A
2020
14.88%7.52%
2019
20.96%8.06%
2018
-5.32%-0.50%
2017
9.92%3.71%
2016
7.30%3.23%
2015
N/A-0.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.43%N/AN/AN/A
20233.42%-0.96%-2.72%6.43%
2022-6.11%-4.50%-4.26%1.45%
2021-3.64%1.92%0.15%-0.46%
2020-1.69%10.02%2.43%3.70%
20197.55%6.28%5.10%0.67%
2018-3.11%-1.77%0.32%-0.84%
20171.83%4.47%1.26%2.04%
20166.22%5.54%1.92%-6.08%
2015-6.50%0.97%-0.53%N/A

Rank in category (by total return)

YTD37
1-month27
3-month37
1-year42
3-year29
5-year1

Load adjusted returns

1-year2.10%
3-year-2.24%
5-year3.07%
10-year3.94%