Calvert Research and Management
Statistics as of May 27, 2025
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Found total of 34 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.00% | TTM Yield 0.9% | 3yr Sharpe 0.43 | YTD Return -0.6% | 3yr Return 46.6% | 1yr Return 11.1% | Total Assets $5B | 6M Money Flow -$143M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.3% | 3yr Sharpe 0.24 | YTD Return 3.0% | 3yr Return 30.2% | 1yr Return 7.1% | Total Assets $6B | 6M Money Flow -$813M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.5% | 3yr Sharpe 0.50 | YTD Return -1.3% | 3yr Return 57.0% | 1yr Return 11.4% | Total Assets $656M | 6M Money Flow -$14M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.1% | 3yr Sharpe 0.15 | YTD Return 2.0% | 3yr Return 24.0% | 1yr Return 11.1% | Total Assets $2B | 6M Money Flow -$85M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.01 | YTD Return -0.7% | 3yr Return 17.3% | 1yr Return 2.8% | Total Assets $56M | 6M Money Flow -$223K | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.06 | YTD Return -0.8% | 3yr Return 22.8% | 1yr Return 6.7% | Total Assets $428M | 6M Money Flow -$5M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.1% | 3yr Sharpe -0.07 | YTD Return -0.2% | 3yr Return 14.4% | 1yr Return 7.1% | Total Assets $207M | 6M Money Flow -$12M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.3% | 3yr Sharpe -0.06 | YTD Return -3.5% | 3yr Return 17.0% | 1yr Return 5.6% | Total Assets $2B | 6M Money Flow -$207M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.2% | 3yr Sharpe -0.10 | YTD Return -3.6% | 3yr Return 15.6% | 1yr Return 4.2% | Total Assets $29M | 6M Money Flow -$37M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.5% | 3yr Sharpe 0.31 | YTD Return 14.9% | 3yr Return 35.8% | 1yr Return 12.7% | Total Assets $1B | 6M Money Flow $9M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.2% | 3yr Sharpe 0.11 | YTD Return 11.0% | 3yr Return 24.3% | 1yr Return 7.2% | Total Assets $877M | 6M Money Flow -$200M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.9% | 3yr Sharpe -0.03 | YTD Return 11.1% | 3yr Return 17.2% | 1yr Return 10.7% | Total Assets $331M | 6M Money Flow -$34M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.6% | 3yr Sharpe -0.10 | YTD Return 11.3% | 3yr Return 18.1% | 1yr Return 10.6% | Total Assets $1B | 6M Money Flow -$198M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe 0.08 | YTD Return 12.9% | 3yr Return 26.5% | 1yr Return 15.1% | Total Assets $102M | 6M Money Flow $3M | |
Expense Ratio 0.00% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 8.4% | 3yr Return - | 1yr Return 4.7% | Total Assets $6M | 6M Money Flow $8K | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.6% | 3yr Sharpe 0.18 | YTD Return 4.6% | 3yr Return 32.3% | 1yr Return 6.2% | Total Assets $9M | 6M Money Flow -$2M | |
Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 0.8% | 3yr Sharpe -0.29 | YTD Return 7.8% | 3yr Return -1.8% | 1yr Return -1.8% | Total Assets $126M | 6M Money Flow -$17M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.0% | 3yr Sharpe -0.08 | YTD Return 1.9% | 3yr Return 15.9% | 1yr Return 6.3% | Total Assets $20M | 6M Money Flow -$4M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.9% | 3yr Sharpe 0.18 | YTD Return 6.5% | 3yr Return 27.3% | 1yr Return 6.3% | Total Assets $522M | 6M Money Flow -$38M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe -0.04 | YTD Return 2.3% | 3yr Return 13.5% | 1yr Return 7.1% | Total Assets $225M | 6M Money Flow -$16M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.4% | 3yr Sharpe 0.40 | YTD Return 0.3% | 3yr Return 31.8% | 1yr Return 10.0% | Total Assets $1B | 6M Money Flow $9M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.0% | 3yr Sharpe 0.54 | YTD Return 1.8% | 3yr Return 15.9% | 1yr Return 5.4% | Total Assets $694M | 6M Money Flow -$6M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.9% | 3yr Sharpe 0.15 | YTD Return 2.2% | 3yr Return 15.0% | 1yr Return 6.6% | Total Assets $3B | 6M Money Flow $206M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 8.3% | 3yr Sharpe 0.36 | YTD Return 0.3% | 3yr Return 25.0% | 1yr Return 5.1% | Total Assets $51M | 6M Money Flow -$38M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.8% | 3yr Sharpe 0.16 | YTD Return 2.7% | 3yr Return 18.5% | 1yr Return 8.0% | Total Assets $458M | 6M Money Flow -$20M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.8% | 3yr Sharpe -0.33 | YTD Return 1.9% | 3yr Return 5.0% | 1yr Return 5.6% | Total Assets $1B | 6M Money Flow -$1M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.6% | 3yr Sharpe -0.33 | YTD Return 2.0% | 3yr Return 5.7% | 1yr Return 5.4% | Total Assets $785M | 6M Money Flow -$25M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 4.7% | 3yr Sharpe -0.20 | YTD Return 2.2% | 3yr Return 8.0% | 1yr Return 6.3% | Total Assets $4B | 6M Money Flow $174M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.9% | 3yr Sharpe 0.06 | YTD Return 3.4% | 3yr Return 13.2% | 1yr Return 8.5% | Total Assets $79M | 6M Money Flow $17M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.5% | 3yr Sharpe -0.09 | YTD Return 2.8% | 3yr Return 11.0% | 1yr Return 7.5% | Total Assets $1B | 6M Money Flow $29M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 5.3% | 3yr Sharpe 0.37 | YTD Return 2.7% | 3yr Return 18.7% | 1yr Return 7.3% | Total Assets $631M | 6M Money Flow $73M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 3.4% | 3yr Sharpe -0.33 | YTD Return -1.2% | 3yr Return 6.1% | 1yr Return 1.8% | Total Assets $397M | 6M Money Flow -$28M | |
Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 2.3% | 3yr Sharpe 0.11 | YTD Return 2.4% | 3yr Return 21.1% | 1yr Return 8.0% | Total Assets $368M | 6M Money Flow -$23M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||
Expense Ratio 0.00% | TTM Yield 1.3% | 3yr Sharpe 0.16 | YTD Return 2.7% | 3yr Return 26.2% | 1yr Return 8.6% | Total Assets $333M | 6M Money Flow -$11M | |
Expense Ratio 0.00% Expense Ratio 0.00% Expense Ratio 0.00% | ||||||||