Calvert Income A Comparison < Back  Finish
How does the fund stack up?
Investors want to know how a fund matches up against others in its category. From each of the dropdown lists below, select a fund to compare with the fund you're researching. Each list contains up to 200 funds in the same category, ordered by size of net assets, largest first. In the results, the best figure for each criteria is highlighted.

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  CFICX VBIIX LIGRX
Name Calvert Income A Vanguard Interm-Term Bond Index Loomis Sayles Investment Grade Bond A
Category Intermediate-Term Bond Intermediate-Term Bond Intermediate-Term Bond
What is the fund's size?
Net Assets $2,989 Mil$3,542 Mil$2,961 Mil
What does the fund hold?
Assets in stocks 0.2%NANA
Assets in bonds 85.4%98.7%91.8%
Assets in cash 13.6%1.3%5.1%
Number of stocks 3511,034629
Turnover ratio 982%89%35%
Average PE 0.000.000.00
Median market cap. $3,243 MilNANA
How has the fund performed?
Fund Price Performance
Past 3 months 4.2%3.8%6.0%
Past 12 months 18.2%17.1%37.0%
Past 3 years (annualized) 2.4%7.0%7.1%
    
Category Price Performance
Past 3 months 4.1%4.1%4.1%
Past 12 months 17.9%17.9%17.9%
Past 3 years 4.5%4.5%4.5%
    
S&P 500 Price Performance
Past 3 months 8.3%8.3%8.3%
Past 12 months 33.2%33.2%33.2%
Past 3 years -5.6%-5.6%-5.6%
How long has the current management handled the fund, and what do they charge?
Manager tenure 1323
Front load 3.8%0.0%4.5%
Deferred load 0.0%0.0%0.0%
12b-1 marketing fee 0.3%NA0.3%
Expense ratio 1.16%0.19%0.80%
What is the fund's risk/reward profile?
Morningstar risk Above AverageHighHigh
Standard deviation 7.146.6410.66
Sharpe ratio 0.050.660.45
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