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Calvert Green Bond Fund;A

Ranked 10 out of 14 in Corporate Debt Funds A Rated over 36 months

All calculations are in USD unless stated

The Fund seeks to maximize income, to the extent consistent with preservation of capital, through investment in bonds, with a focus on opportunities related to climate change and other environmental issues. The Fund invests at least 65% of its net assets in investment grade, US dollar-denominated debt securities.

sector performance

Corporate Debt Funds A Rated
Rank Fund Name Currency Return
8 Pioneer Bond Fund;A USD 6.7%
9 Saturna Sextant Bond Income Fund USD 6.0%
10 Calvert Green Bond Fund;A USD 5.5%
11 Ivy Corporate Bond Fund;A USD 5.3%
12 Victory INCORE Total Return Bond Fund;Y USD 4.7%
Rank Fund Name Currency Risk
1 Ave Maria Bond Fund USD 1.9
2 Calvert Green Bond Fund;A USD 2.0
3 Pioneer Bond Fund;A USD 2.1
4 Calvert Bond Fund;A USD 2.3
5 Ivy Securian Core Bond Fund;A USD 2.5
Rank Fund Name Currency Loss
1 Ave Maria Bond Fund USD -1.1%
2 Pioneer Bond Fund;A USD -1.8%
3 Calvert Green Bond Fund;A USD -2.1%
4 Calvert Bond Fund;A USD -2.4%
5 Ivy Securian Core Bond Fund;A USD -2.8%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -1.1% -0.1%
2017 3.0% 1.0% 1.2% 0.7% 0.2%
2016 3.7% 2.6% 2.2% 1.0% -2.1%
2015 -0.3% 1.7% -1.9% 0.7% -0.6%
2014 4.9% 1.5% 1.5% 0.2% 1.6%

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 date31/10/2013
  • Share Class size41Mn
  • Base currencyUSD
  • ISINUS13161P7309

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.07%
  • Initial investment0