Calvert Bond Fund (CSIBX)
Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds. Bonds include debt securities of any maturity. At least 80% of the fund's net assets are invested in investment grade debt securities. The fund may also invest up to 25% of its net assets in foreign debt securities.
Fund Info
US1316184076
131618407
Aug 24, 1987
$1,000
Expense Ratio
CSIBX has an expense ratio of 0.73%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Calvert Bond Fund (CSIBX) returned 2.18% year-to-date (YTD) and 6.91% over the past 12 months. Over the past 10 years, CSIBX returned 2.16% annually, underperforming the S&P 500 benchmark at 10.84%.
CSIBX
2.18%
-0.60%
1.39%
6.91%
2.50%
0.95%
2.16%
^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 CSIBX, 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 | 0.72% | 2.11% | -0.11% | 0.43% | -0.96% | 2.18% | |||||||
| 2024 | 0.28% | -1.35% | 1.01% | -2.34% | 1.82% | 0.95% | 2.36% | 1.48% | 1.40% | -2.39% | 1.14% | -1.41% | 2.83% |
| 2023 | 3.64% | -2.02% | 1.94% | 0.60% | -0.91% | -0.17% | 0.13% | -0.35% | -2.33% | -1.66% | 4.69% | 3.85% | 7.33% |
| 2022 | -1.83% | -1.25% | -2.51% | -3.16% | 0.01% | -2.05% | 2.41% | -2.22% | -4.05% | -1.44% | 3.35% | -0.20% | -12.44% |
| 2021 | -0.09% | -0.89% | -0.74% | 0.76% | 0.41% | 0.69% | 0.98% | -0.07% | -0.62% | -0.09% | -0.08% | -0.14% | 0.11% |
| 2020 | 2.01% | 1.27% | -4.93% | 2.14% | 0.98% | 1.91% | 1.85% | -0.10% | 0.06% | -0.30% | 1.83% | 0.65% | 7.40% |
| 2019 | 1.25% | 0.21% | 1.68% | 0.18% | 1.61% | 0.96% | 0.21% | 2.39% | -0.54% | 0.31% | 0.01% | -0.11% | 8.44% |
| 2018 | -0.71% | -0.77% | 0.40% | -0.62% | 0.60% | 0.01% | 0.03% | 0.55% | -0.45% | -0.68% | 0.35% | 1.16% | -0.15% |
| 2017 | 0.33% | 0.76% | 0.01% | 0.82% | 0.74% | 0.24% | 0.36% | 0.79% | -0.44% | 0.09% | 0.01% | 0.39% | 4.19% |
| 2016 | 0.61% | 0.22% | 1.36% | 0.78% | 0.20% | 1.53% | 1.12% | 0.20% | 0.01% | -0.61% | -1.84% | 0.06% | 3.65% |
| 2015 | 2.68% | -1.01% | 0.54% | -0.86% | -0.47% | -1.47% | 0.79% | -0.35% | 0.42% | 0.33% | -0.11% | -0.41% | 0.02% |
| 2014 | 1.68% | 0.72% | -0.05% | 0.98% | 1.15% | 0.16% | -0.23% | 1.15% | -1.16% | 0.70% | 0.51% | 0.37% | 6.11% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 76, CSIBX is among the top 24% 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 Bond Fund (CSIBX) 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 Bond Fund provided a 4.52% dividend yield over the last twelve months, with an annual payout of $0.65 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.65 | $0.65 | $0.58 | $0.40 | $0.52 | $0.58 | $0.56 | $0.39 | $0.36 | $0.44 | $0.39 | $0.38 |
Dividend yield | 4.52% | 4.56% | 3.97% | 2.82% | 3.12% | 3.40% | 3.43% | 2.50% | 2.21% | 2.79% | 2.46% | 2.37% |
Monthly Dividends
The table displays the monthly dividend distributions for Calvert Bond 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 | $0.05 | $0.05 | $0.05 | $0.05 | $0.00 | $0.21 | |||||||
| 2024 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.06 | $0.06 | $0.06 | $0.06 | $0.06 | $0.05 | $0.05 | $0.65 |
| 2023 | $0.04 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.05 | $0.58 |
| 2022 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.40 |
| 2021 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.23 | $0.52 |
| 2020 | $0.03 | $0.03 | $0.04 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.24 | $0.58 |
| 2019 | $0.04 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.03 | $0.03 | $0.03 | $0.03 | $0.18 | $0.56 |
| 2018 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.03 | $0.04 | $0.03 | $0.03 | $0.03 | $0.04 | $0.39 |
| 2017 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.36 |
| 2016 | $0.04 | $0.04 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.08 | $0.44 |
| 2015 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.03 | $0.04 | $0.04 | $0.03 | $0.03 | $0.04 | $0.39 |
| 2014 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.04 | $0.03 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.38 |
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 Bond 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 Bond Fund was 17.18%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current Calvert Bond Fund drawdown is 2.40%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.18% | Aug 5, 2021 | 308 | Oct 24, 2022 | — | — | — |
| -9.88% | Mar 9, 2020 | 12 | Mar 24, 2020 | 83 | Jul 22, 2020 | 95 |
| -8.81% | Nov 23, 1993 | 122 | May 11, 1994 | 259 | May 9, 1995 | 381 |
| -7.81% | Sep 10, 2008 | 125 | Mar 10, 2009 | 107 | Aug 11, 2009 | 232 |
| -7.3% | Aug 4, 1989 | 190 | Apr 26, 1990 | 345 | Aug 22, 1991 | 535 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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