Calvert Short Duration Income Fund Class R6 (CDSRX)
The fund primarily focuses on investing in investment grade U.S. dollar-denominated debt securities, with a portion allocated to high-yield debt instruments, including distressed assets. Additionally, it may invest a percentage of its assets in foreign debt securities.
Fund Info
US1315822643
Feb 1, 2019
$5,000,000
Expense Ratio
CDSRX has an expense ratio of 0.45%, placing it in the medium range.
Share Price Chart
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Performance
Performance Chart
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Returns By Period
Calvert Short Duration Income Fund Class R6 (CDSRX) returned 2.05% year-to-date (YTD) and 7.04% over the past 12 months.
CDSRX
2.05%
0.20%
2.82%
7.04%
4.83%
3.53%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of CDSRX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.66% | 0.90% | 0.27% | 0.52% | -0.32% | 2.05% | |||||||
| 2024 | 0.67% | -0.23% | 0.55% | -0.42% | 0.95% | 0.62% | 1.34% | 1.00% | 0.99% | -0.59% | 0.54% | 0.22% | 5.74% |
| 2023 | 1.84% | -0.53% | 0.93% | 0.54% | -0.04% | 0.15% | 0.63% | 0.37% | -0.20% | 0.01% | 1.98% | 1.77% | 7.66% |
| 2022 | -0.83% | -0.71% | -1.34% | -0.97% | 0.05% | -1.48% | 1.20% | -0.61% | -1.71% | -0.13% | 1.38% | 0.45% | -4.65% |
| 2021 | 0.42% | 0.05% | -0.01% | 0.41% | 0.34% | 0.10% | 0.27% | 0.02% | 0.08% | -0.34% | -0.34% | 0.20% | 1.21% |
| 2020 | 0.84% | 0.64% | -5.62% | 1.58% | 1.55% | 1.90% | 0.63% | 0.80% | 0.18% | 0.37% | 1.34% | 0.72% | 4.82% |
| 2019 | 0.55% | 0.91% | 0.53% | 0.65% | 0.64% | 0.13% | 0.72% | -0.01% | 0.43% | 0.06% | 0.29% | 5.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 97, CDSRX is among the top 3% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Calvert Short Duration Income Fund Class R6 (CDSRX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Calvert Short Duration Income Fund Class R6 provided a 4.92% dividend yield over the last twelve months, with an annual payout of $0.78 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|
| Dividend | $0.78 | $0.78 | $0.66 | $0.40 | $0.42 | $0.48 | $0.45 |
Dividend yield | 4.92% | 4.98% | 4.24% | 2.65% | 2.57% | 2.88% | 2.75% |
Monthly Dividends
The table displays the monthly dividend distributions for Calvert Short Duration Income Fund Class R6. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.06 | $0.06 | $0.06 | $0.06 | $0.00 | $0.25 | |||||||
| 2024 | $0.06 | $0.06 | $0.07 | $0.06 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.07 | $0.06 | $0.06 | $0.78 |
| 2023 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.66 |
| 2022 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.04 | $0.04 | $0.05 | $0.05 | $0.40 |
| 2021 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.13 | $0.42 |
| 2020 | $0.04 | $0.04 | $0.04 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.12 | $0.48 |
| 2019 | $0.04 | $0.05 | $0.05 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.45 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Calvert Short Duration Income Fund Class R6. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Calvert Short Duration Income Fund Class R6 was 9.96%, occurring on Mar 25, 2020. Recovery took 107 trading sessions.
The current Calvert Short Duration Income Fund Class R6 drawdown is 0.32%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.96% | Mar 6, 2020 | 14 | Mar 25, 2020 | 107 | Aug 26, 2020 | 121 |
| -7.5% | Oct 4, 2021 | 265 | Oct 20, 2022 | 278 | Nov 29, 2023 | 543 |
| -1.13% | Apr 4, 2025 | 6 | Apr 11, 2025 | 12 | Apr 30, 2025 | 18 |
| -1.07% | Oct 2, 2024 | 21 | Oct 30, 2024 | 24 | Dec 4, 2024 | 45 |
| -0.9% | Apr 1, 2024 | 14 | Apr 18, 2024 | 11 | May 3, 2024 | 25 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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