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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 872 | 1014 | 872 | 919 | 1003 | - |
Fund Return | -12.78% | 1.37% | -12.78% | -2.77% | 0.05% | - |
Place in category | 132 | 514 | 132 | 351 | 256 | - |
% in Category | 29 | 77 | 29 | 66 | 56 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Calvert Short Duration Income I | 1.81B | -4.72 | 0.31 | 1.72 | ||
Calvert Bond I | 1.78B | -12.25 | -1.80 | 1.66 | ||
Calvert Ultra-Short Income I | 479.75M | -0.02 | 0.52 | - | ||
Calvert Bond A | 309.05M | -12.45 | -2.00 | 1.29 | ||
Calvert Ultra-Short Income A | 257.8M | -0.27 | 0.27 | 1.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Income | 53.54B | -10.86 | -1.12 | 2.09 | ||
Strategic Advisers Core Income | 46.7B | -14.10 | -2.28 | 1.42 | ||
PIMCO Total Return Instl | 45.2B | -14.09 | -2.48 | 1.11 | ||
Metropolitan West Total Return Bd I | 39.01B | -14.79 | -2.76 | 1.29 | ||
Fidelity Advisor Total Bond I | 33.34B | -12.88 | -1.67 | 1.72 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America Corporation 2.456% | - | 3.30 | - | - | |
France .5 25-Jun-2044 | FR0014002JM6 | 3.22 | 64.600 | 0.00% | |
Apple 0.5% | XS2079716937 | 2.63 | - | - | |
TerraForm Power Operating, LLC 4.75% | - | 1.79 | - | - | |
General Motors Company 5.6% | - | 1.73 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Neutral | Sell |
Technical Indicators | Strong Buy | Strong Buy | Strong Sell |
Summary | Strong Buy | Buy | Strong Sell |
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