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Calvert Green Bond Fund;I

Ranked 9 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
7 Pioneer Bond Fund;A USD 6.9%
8 Calvert Bond Fund;A USD 6.7%
9 Calvert Green Bond Fund;I USD 6.3%
10 Saturna Sextant Bond Income Fund USD 5.6%
11 Ivy Corporate Bond Fund;A USD 5.2%
Rank Fund Name Currency Risk
1 Ave Maria Bond Fund USD 1.9
2 Calvert Green Bond Fund;I 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;I USD -1.9%
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 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -1.0% 0.0% 0.3%
2017 3.4% 1.1% 1.2% 0.8% 0.2%
2016 4.1% 2.7% 2.2% 1.1% -1.9%
2015 0.2% 1.8% -1.8% 0.8% -0.5%
2014 5.3% 1.6% 1.6% 0.4% 1.7%

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 size113Mn
  • Base currencyUSD
  • ISINUS13161P7143

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment0

Charges

  • Annual management0.14%