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MONEY
Best savings accounts that offer above inflation rates
Where to find a top-rated deal that works for you
Calvert Ultra-Short Duration Income I (CULIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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9.86
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
8
Number of years down
1
Best 1-yr total return (1 May 2024)
6.31%
Worst 1-yr total return (1 May 2024)
N/A
Risk statistics
3 years
CULIX
Category average
5 years
CULIX
Category average
10 years
CULIX
Category average
Alpha
0.12
0
0.32
0
0.44
0
BETA
0.07
0
0.1
0
0.08
0
Mean annual return
0.22
0
0.19
0
0.16
0
R-squared
38.08
0.1
5.81
0.1
4.79
0.1
Standard deviation
1.22
0.02
2.59
0.01
1.86
0.01
Sharpe ratio
-0.3
0
0.06
0
0.25
0
Treynor ratio
-3.61
0.13
1.3
0.05
5.37
0.07
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