Calvert Research and Management
Statistics as of Apr 02, 2025
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Found total of 6 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 0.15% | TTM Yield 1.1% | 3yr Sharpe - | YTD Return -4.6% | 3yr Return - | 1yr Return 8.9% | Total Assets $426M | 6M Money Flow $67M | |
Expense Ratio 0.24% | TTM Yield 5.0% | 3yr Sharpe - | YTD Return 1.1% | 3yr Return - | 1yr Return 5.7% | Total Assets $186M | 6M Money Flow $98M | |
Expense Ratio 0.18% | TTM Yield 2.7% | 3yr Sharpe - | YTD Return 6.1% | 3yr Return - | 1yr Return 6.5% | Total Assets $134M | 6M Money Flow $17M | |
Expense Ratio 0.15% | TTM Yield 1.4% | 3yr Sharpe - | YTD Return -2.8% | 3yr Return - | 1yr Return 2.9% | Total Assets $66M | 6M Money Flow $3M | |
Expense Ratio 0.29% | TTM Yield 1.1% | 3yr Sharpe - | YTD Return -3.4% | 3yr Return - | 1yr Return 5.0% | Total Assets $26M | 6M Money Flow -$2M | |
Expense Ratio 0.14% | TTM Yield 1.3% | 3yr Sharpe - | YTD Return -5.0% | 3yr Return - | 1yr Return 6.7% | Total Assets $20M | 6M Money Flow -$11M | |