Calvert Short Duration Income Fund (CSDAX)
The fund typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35% of its net assets in below-investment grade, high-yield debt instruments (commonly known as "junk bonds"), including distressed instruments that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities.
Fund Info
US13161T1043
13161T104
Jan 31, 2002
$1,000
Expense Ratio
CSDAX features an expense ratio of 0.76%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Calvert Short Duration Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Calvert Short Duration Income Fund had a return of 0.64% year-to-date (YTD) and 6.09% in the last 12 months. Over the past 10 years, Calvert Short Duration Income Fund had an annualized return of 2.34%, while the S&P 500 had an annualized return of 11.26%, indicating that Calvert Short Duration Income Fund did not perform as well as the benchmark.
CSDAX
0.64%
0.70%
2.29%
6.09%
2.27%
2.34%
^GSPC (Benchmark)
3.96%
1.97%
9.03%
22.16%
12.60%
11.26%
Monthly Returns
The table below presents the monthly returns of CSDAX, 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 | 0.64% | 0.64% | |||||||||||
| 2024 | 0.70% | -0.33% | 0.52% | -0.39% | 0.92% | 0.60% | 1.31% | 0.98% | 0.91% | -0.63% | 0.51% | 0.19% | 5.41% |
| 2023 | 1.89% | -0.55% | 0.84% | 0.57% | -0.14% | 0.13% | 0.67% | 0.34% | -0.23% | -0.02% | 1.97% | 1.69% | 7.35% |
| 2022 | -0.86% | -0.74% | -1.31% | -1.07% | 0.09% | -1.58% | 1.25% | -0.64% | -1.76% | -0.16% | 1.36% | 0.36% | -5.00% |
| 2021 | 0.39% | 0.03% | -0.04% | 0.38% | 0.32% | 0.07% | 0.24% | 0.00% | 0.05% | -0.37% | -0.37% | -0.48% | 0.22% |
| 2020 | 0.87% | 0.56% | -5.68% | 1.56% | 1.54% | 1.89% | 0.67% | 0.72% | 0.16% | 0.35% | 1.32% | 0.15% | 3.95% |
| 2019 | 1.37% | 0.63% | 0.82% | 0.50% | 0.63% | 0.61% | 0.11% | 0.72% | -0.03% | 0.41% | 0.03% | 0.26% | 6.21% |
| 2018 | -0.19% | -0.21% | 0.01% | -0.06% | 0.29% | 0.03% | 0.30% | 0.31% | 0.08% | -0.26% | -0.13% | -0.11% | 0.06% |
| 2017 | 0.29% | 0.34% | 0.16% | 0.34% | 0.35% | 0.07% | 0.39% | 0.20% | -0.03% | 0.07% | -0.13% | 0.09% | 2.17% |
| 2016 | 0.24% | -0.00% | 1.01% | 0.75% | 0.11% | 0.88% | 0.55% | 0.17% | 0.22% | -0.09% | -0.71% | 0.10% | 3.26% |
| 2015 | 0.65% | 0.15% | 0.27% | 0.15% | 0.07% | -0.47% | 0.14% | -0.28% | 0.03% | 0.15% | -0.22% | -0.40% | 0.25% |
| 2014 | 0.59% | 0.29% | -0.09% | 0.36% | 0.33% | 0.11% | -0.27% | 0.21% | -0.56% | 0.03% | 0.09% | -0.46% | 0.64% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 94, CSDAX is among the top 6% 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 (CSDAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Calvert Short Duration Income Fund provided a 4.66% dividend yield over the last twelve months, with an annual payout of $0.73 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.73 | $0.73 | $0.61 | $0.35 | $0.26 | $0.34 | $0.45 | $0.42 | $0.30 | $0.33 | $0.29 | $0.31 |
Dividend yield | 4.66% | 4.67% | 3.94% | 2.33% | 1.59% | 2.05% | 2.79% | 2.68% | 1.84% | 2.08% | 1.85% | 1.90% |
Monthly Dividends
The table displays the monthly dividend distributions for Calvert Short Duration Income Fund. 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 | $0.00 | $0.06 | ||||||||||
| 2024 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.73 |
| 2023 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.06 | $0.06 | $0.06 | $0.06 | $0.61 |
| 2022 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.04 | $0.04 | $0.35 |
| 2021 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.26 |
| 2020 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.34 |
| 2019 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.03 | $0.45 |
| 2018 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.04 | $0.04 | $0.03 | $0.04 | $0.04 | $0.04 | $0.42 |
| 2017 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.02 | $0.02 | $0.03 | $0.02 | $0.03 | $0.02 | $0.30 |
| 2016 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.33 |
| 2015 | $0.03 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.02 | $0.03 | $0.03 | $0.29 |
| 2014 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.31 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Calvert Short Duration Income Fund. 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 was 9.96%, occurring on Mar 25, 2020. Recovery took 110 trading sessions.
The current Calvert Short Duration Income Fund drawdown is 0.06%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.96% | Mar 6, 2020 | 14 | Mar 25, 2020 | 110 | Aug 31, 2020 | 124 |
| -8.4% | Oct 4, 2021 | 265 | Oct 20, 2022 | 289 | Dec 14, 2023 | 554 |
| -5.19% | Sep 12, 2008 | 61 | Dec 8, 2008 | 102 | May 6, 2009 | 163 |
| -4% | Aug 5, 2011 | 89 | Dec 9, 2011 | 148 | Jul 16, 2012 | 237 |
| -3.86% | Dec 29, 2003 | 4 | Jan 2, 2004 | 418 | Aug 30, 2005 | 422 |
Volatility
Volatility Chart
The current Calvert Short Duration Income Fund volatility is 0.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.