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Calvert Ultra-Short Duration Income A (CULAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.870.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.61%
5-year average return2.13%
Number of years up16
Number of years down1
Best 1-yr total return (13 Jun 2024)7.29%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return7.29%
Worst 3-yr total return0.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCULAXCategory
YTD2.30%0.23%
1-month0.52%0.00%
3-month1.36%0.13%
1-year6.18%0.98%
3-year2.66%1.85%
5-year2.09%1.66%
10-year1.70%1.19%
Last bull market2.92%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)

YTD52
1-month61
3-month56
1-year37
3-year53
5-year69

Load adjusted returns

1-year6.18%
3-year2.66%
5-year2.09%
10-year1.70%