Find A Portfolio/Ticker
Comparison Box
CLAIX: Calvert Moderate Allocation Fund Class I (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/12/2008 |
Last Dividend Date: | 12/22/2011 |
12-Mo. Yield | 1.17% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/30/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 02/12/2008 |
2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.4 | 13.7 | 1.3 | 8.4 | 0.3 | 11.0 | 21.9 | -28.3 |
Sharpe Ratio | NA | 0.09 | 1.05 | 0.06 | 4.9 | 0.01 | 0.92 | 1.27 | -1.26 |
Draw Down(%) | NA | 13.2 | 13.2 | 43.1 | 1.9 | 13.2 | 9.7 | 18.1 | 37.0 |
Standard Deviation(%) | NA | 15.0 | 12.9 | 17.3 | 5.8 | 15.5 | 11.9 | 17.2 | 25.4 |
Treynor Ratio | NA | 0.01 | 0.13 | 0.01 | 0.49 | 0.0 | 0.1 | 0.21 | -0.32 |
Alpha | NA | -0.03 | -0.02 | -0.02 | 0.05 | -0.02 | -0.01 | 0.0 | -0.05 |
Beta | NA | 1.08 | 1.08 | 1.04 | 0.58 | 1.11 | 1.1 | 1.02 | 1.01 |
RSquared | NA | 0.93 | 0.94 | 0.95 | 0.39 | 0.96 | 0.97 | 0.97 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/12/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Moderate Allocation Asset Class Trend Rankings |
Top Rated Funds in Moderate Allocation
Best Mutual Funds
- PRWCX (T. ROWE PRICE CAPITAL APPRECIATION FUND) (99%)
- LCRIX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-INSTITUTIONAL CLASS) (99%)
- LCORX (LEUTHOLD CORE INVESTMENT FUND LEUTHOLD CORE INVESTMENT FUND-RETAIL CLASS) (99%)
- QOPYX (Oppenheimer Flexible Strategies Fd Y) (99%)
- RNCOX (RIVERNORTH CORE OPPORTUNITY FUND CLASS R) (99%)
- AZNIX (ALLIANZGI INCOME & GROWTH FUND INSTITUTIONAL CLASS) (98%)
- DNAIX (DUNHAM APPRECIATION & INCOME FUND DUNHAM APPRECIATION & INCOME FUND CLASS N) (98%)
- COTZX (COLUMBIA THERMOSTAT FUND COLUMBIA THERMOSTAT FUND CLASS Z) (98%)
- PBAIX (BLACKROCK TACTICAL OPPORTUNITIES FUND INSTITUTIONAL) (97%)
- AZNCX (ALLIANZGI INCOME & GROWTH FUND CLASS C) (96%)
Best ETFs
* Day change on 04/30/2012.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) (100%)
- HTD (John Hancock Tax Advantaged Dividend Income Closed Fund) (100%)
- ZTR (Virtus Global Dividend and Income Fund Inc) (100%)