CULAX
Calvert Ultra-Short Duration Income Fund
Calvert Fund

Average annual returns

Through 2025
1 year
4.61%
3 year
5.44%
5 year
3.26%
10 year
2.47%

Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.

Calendar-year returns

Risk statistics

81 months through March 31, 2026
Volatility (ann.)
0.48%
Sharpe
10.88
Sortino
Max drawdown
-4.75%
Best month
1.60%
Worst month
-4.75%
Beta vs VBTLX
0.06
Correlation
0.63

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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