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CVSBCalvert Ultra-Short Investment Grade ETF

Get income#617 of 1640 for Get income

Seeks to maximize income while preserving capital through short-term bonds and income-producing securities.

Calvert ETFs · Since 2023 (3 years)

Annual Cost

0.24%

#983 out of 5,332 ETFs

Fund Size

$199M

#2134 out of 5,332 ETFs

Dividend Yield

4.49%

Track Record

3 years

#3005 out of 5,332 ETFs

Performance

1 Year

+4.7%

3 Years

+5.6%

5 Years

N/A

What's inside

Asset class
Strategy
active selection

Asset allocation

Bonds
87.6%
Cash
12.4%

Top holdings

Morgan Stanley Instl Lqudty Govt InstlMVRXX5.0%

Risk profile

Volatility (1Y)

0.9%

Moderate

Max drawdown

-0.6%

Worst peak-to-trough loss

Sharpe (3Y)

1.43

Excellent risk-adjusted returns

Sortino (3Y)

2.17

Good downside protection

Bond profile

Duration

4.0 years

Avg maturity

9.9 years

Credit ratings

US Government
13.4%
AAA
14.2%
AA
28.7%
A
25.4%
BBB
27.0%
Other
4.8%

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Data updated on 2026-05-05