CULAX vs. TQQQ

In the year-to-date period, CULAX achieves a 1.49% return, which is significantly higher than TQQQ's -11.28% return. Over the past 10 years, CULAX has underperformed TQQQ with an annualized return of 2.14%, while TQQQ has yielded a comparatively higher 31.28% annualized return.

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CULAX has a 0.72% expense ratio, which is lower than TQQQ's 0.95% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Calvert Ultra-Short Duration Income Fund (CULAX) and ProShares UltraPro QQQ (TQQQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current CULAX Sharpe Ratio is 3.40, which is higher than the TQQQ Sharpe Ratio of 0.18. The chart below compares the historical Sharpe Ratios of CULAX and TQQQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CULAX's dividend yield for the trailing twelve months is around 4.31%, more than TQQQ's 1.41% yield.

The maximum CULAX drawdown since its inception was -7.40%, smaller than the maximum TQQQ drawdown of -81.66%. Use the drawdown chart below to compare losses from any high point for CULAX and TQQQ.

The current volatility for Calvert Ultra-Short Duration Income Fund (CULAX) is 0.15%, while ProShares UltraPro QQQ (TQQQ) has a volatility of 16.41%. This indicates that CULAX experiences smaller price fluctuations and is considered to be less risky than TQQQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.