Calvert Short Duration Fund Manager Performance Evaluation
| CDSRX Fund | USD 15.85 -0.01 -0.06% |
The fund has a beta of -0.0165, which indicates relatively modest fluctuations relative to the market. the mildly negative beta suggests Calvert Short provides a partial hedge against market-wide declines.
Risk-Adjusted Performance
Contained
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Calvert Short Duration rank lower than 5% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong basic indicators, Calvert Short is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Calvert |
Relative Risk vs. Return Landscape
If you had invested $ 1,577 in Calvert Short Duration on December 14, 2025 and sold it today you would have earned a total of $ 8.00 from holding Calvert Short Duration or generated 0.51% return on investment over 90 days. Calvert Short Duration is currently producing a 0.0084% return and carries 0.1185% volatility of returns over 90 trading days. Put another way, 1% of traded mutual funds are less volatile than Calvert, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Calvert Short Duration
Below is the normalized historical share price chart for Calvert Short Duration extending back to February 04, 2019. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Calvert Short stands at 15.85, as last reported on the 14th of March 2026, with the highest price reaching 15.85 and the lowest price hitting 15.85 during the day.Macro event markers
Target Price Odds to finish over Current Price
Mean reversion in Calvert Mutual Fund pricing reflects the well-documented tendency for funds to converge toward their intrinsic value over time. Forecasting models leverage this pattern, though they must also account for periods when market dynamics keep prices away from equilibrium.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 15.85 | 90 days | 15.85 | about 62.01 |
Our statistical analysis indicates the probability of Calvert Short moving above the current price in 90 days from now is about 62.01 (This chart shows the likelihood of Calvert Mutual Fund trading at different price levels over the next 90 days).
Calvert Short Price Density |
| Price |
Predictive Modules for Calvert Short
When forecasting Calvert Short Duration, investors benefit from applying a variety of techniques rather than relying on a single method. The fund market is inherently unpredictable, but systematic comparison of different model outputs helps investors develop a more balanced perspective and prepare for alternative scenarios.Experienced Calvert Short's investors use mean reversion as a complement to momentum analysis: momentum identifies the trend; mean reversion identifies when that trend has extended beyond sustainable levels.
Primary Risk Indicators
Dramatic market swings over the past two decades have made risk management essential for mutual fund investors. Calvert Short has been affected by sudden drops and strong recoveries alike. A hedging approach that tracks Calvert Short's volatility and fundamental risk indicators can help investors in Calvert Short Duration limit the impact of adverse moves.α | Alpha over Dow Jones | -0.002 | |
β | Beta against Dow Jones | -0.0165 | |
σ | Overall volatility | 0.07 | |
Ir | Information ratio | 0.38 |
Investor Alerts and Insights
For Calvert Short investors, automated alerts provide a systematic way to monitor the fund for actionable developments. Calvert Short Duration notifications highlight changes in key indicators that could influence investment decisions.| The fund holds about 9.67% of its assets under management (AUM) in fixed income securities |
Calvert Short Fundamentals Growth
Revenue growth, earnings performance, and balance sheet health are among the most critical fundamentals shaping Calvert Mutual Fund valuation. Investors rely on these metrics to evaluate Calvert Short's current position and future prospects.
| Total Asset | 2.57 B | |||
Performance Metrics & Calculation Methodology
Calvert Short performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Correlation shifts can alter portfolio contribution during regime changes.
Macroaxis compiles Calvert Short Duration metrics from fund disclosures and market reference feeds and applies consistent transformation rules before display. Not all fields update in real time. Return and risk statistics are calculated from historical price series.