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Calvert Tax-Free Responsible Impact Bond Fund;A

Ranked 64 out of 74 in General & Insured Mun Dept over 36 months

All calculations are in USD unless stated

The Fund seeks to provide investors with a high level of current income exempt from federal income taxes primarily through investment in medium and lower grade municipal securities.

sector performance

General & Insured Mun Dept
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.1% 2.1% 0.8%
2016 -0.4% 1.1% 2.7% -0.8% -3.4%
2015 2.9% 0.5% -0.9% 1.4% 2.0%
2014 7.5% 3.3% 2.1% 1.6% 0.4%
2013 -4.2% 0.0% -4.3% 0.0% 0.1%
2012 7.5% 2.1% 1.4% 3.0% 0.8%
2011 8.5% -0.3% 4.0% 2.5% 2.1%
2010 -0.2% 0.6% 1.0% 2.9% -4.5%
2009 9.5% 4.5% 1.7% 3.9% -0.8%
2008 -5.2% -1.5% 1.1% -4.4% -0.4%
2007 1.8% 0.4% -0.8% 1.3% 0.9%
2006 4.3% 0.1% 0.1% 3.3% 0.7%
2005 4.2% 0.3% 2.7% 0.1% 1.0%
2004 2.2% 1.5% -2.9% 2.6% 1.1%
2003 4.8% 0.8% 3.2% -0.5% 1.2%
2002 10.4% 1.0% 4.0% 6.3% -1.1%
2001 3.7% 1.7% 0.2% 2.9% -1.2%
2000 12.9% 3.5% 1.1% 2.2% 5.5%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date24/08/1983
  • Share Class size123Mn
  • Base currencyUSD
  • ISINUS1316203041

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Annual management0.24%
  • Initial investment0