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CAARX: Calvert Conservative Allocation Fund (MUTUAL FUND)
Basic Info 18.48 0.02(0.11%) July 03
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/01/2022 |
| Last Dividend Date: | 03/27/2025 |
| 12-Mo. Yield | 2.92% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | Since 02/01/2022 |
2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.7 | 4.8 | 8.1 | 6.9 | 2.5 | 5.6 | 10.4 | -11.8 |
| Sharpe Ratio | NA | 0.83 | 0.7 | 0.46 | -0.06 | -0.15 | 0.9 | -1.32 |
| Draw Down(%) | NA | 6.2 | 6.2 | 11.0 | 16.8 | 3.7 | 7.8 | 16.8 |
| Standard Deviation(%) | NA | 8.0 | 6.9 | 7.7 | 8.1 | 6.2 | 6.9 | 10.8 |
| Treynor Ratio | NA | 0.23 | 0.17 | 0.12 | -0.02 | -0.03 | 0.18 | -0.55 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | -0.03 | 0.0 | -0.04 |
| Beta | NA | 0.29 | 0.29 | 0.3 | 0.29 | 0.35 | 0.34 | 0.26 |
| RSquared | NA | 0.77 | 0.71 | 0.46 | 0.47 | 0.54 | 0.46 | 0.37 |
| Yield(%) | N/A | 0.8 | 2.9 | 3.4 | N/A | 3.8 | 3.8 | 2.2 |
| Dividend Growth(%) | N/A | -78.0 | -22.2 | N/A | N/A | 6.7 | 48.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/01/2022
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