Calvert Long Term Income Fund (CLDAX.O)

At A Glance

You hold CLDAX.O in 0 portfolios

Net Asset Value

20.12USD

 -0.01 -0.05%

09/22/2020

Category
General Domestic
YTD Return (Cumulative)
 11.29%
Classification
Corp Debt BBB Rtd
5 Year Return (Annualized)
 7.95%
Manager Benchmark
Lipper BBB Rated Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Total Return Performance (as of Sep 22, 2020)

Cumulative Performance
Fund or Index1 Day1 Week4 Weeks13 WeeksYTD1 Year
CLDAX.O 0.04% 0.10% 0.17% 3.44% 11.29% 12.55%

Lipper BBB Rated Fd IX

 0.51% 0.40% 0.60% 3.20% 7.00% 7.90%
Percentile Rank
CLDAX.O vs. Category
74572691010
Annualized Performance
3 Year5 Year10 YearSince Inception
CLDAX.O 8.87% 7.92% 6.61% 7.53%
Dec 31, 2004

Lipper BBB Rated Fd IX

 6.20% 5.90% 5.20%--
Percentile Rank
CLDAX.O vs. Category
8912--

Quarter-To-Quarter

CLDAX.O
vs.
Equity Funds

Lipper Leaders Rating Overall

Total
Return
Consistent
Return
Capital
Preservation
ExpenseTax
Efficiency
Overview
Overall Rating
Peers with Rating*
234 Funds
234 Funds
6053 Funds
55 Funds
234 Funds

CLDAX.O Performance

1 Year
(Cumulative)
Category Range
SEC Performance
as of Aug 31, 2020
 5.55%
After Tax
Pre-Liquidation
as of Aug 31, 2020
 4.39%
After Tax
Post-Liquidation
as of Aug 31, 2020
 3.25%

Distributions

1 YR Dividend Income / Share(by US Dollar)

CLDAX.O returned $0.52 in dividend income over the past year which was  Above the median for the General Domestic and is in the 79th percentile of funds in this category.
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