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CMACX: CALVERT MODERATE ALLOCATION FUND CLASS C (MUTUAL FUND)
Basic Info 19.86 0.01(0.05%) March 28
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | (34%) |
Start Date: | 06/13/2005 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 1.73% |
Expenses | 0.59% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/13/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 4.2 | 13.9 | 1.6 | 6.5 | 5.8 | 8.2 | 5.1 | 12.0 | -16.3 | 10.5 | 14.5 | 20.3 | -5.9 | 14.3 | 5.9 | -1.1 | 5.2 | 17.5 | 12.2 | -1.0 | 9.4 | 21.0 | -29.6 | 4.7 | 9.2 | 4.0 |
Sharpe Ratio | NA | 1.85 | 1.26 | -0.05 | 0.39 | 0.43 | NA | 0.33 | 0.93 | -1.24 | 1.38 | 0.71 | 2.63 | -0.54 | 3.39 | 0.62 | -0.12 | 0.73 | 2.33 | 1.37 | -0.06 | 0.79 | 1.21 | -1.25 | 0.17 | 0.78 | 0.79 |
Draw Down(%) | NA | 1.9 | 10.1 | 22.3 | 24.5 | 24.5 | NA | 43.3 | 10.1 | 21.9 | 3.5 | 24.5 | 3.7 | 13.0 | 1.2 | 7.9 | 8.6 | 5.5 | 5.6 | 7.8 | 13.5 | 9.9 | 18.3 | 37.9 | 6.7 | 7.3 | 3.8 |
Standard Deviation(%) | NA | 7.8 | 8.0 | 10.5 | 12.6 | 11.0 | NA | 12.2 | 8.5 | 14.3 | 7.6 | 20.1 | 7.2 | 13.4 | 4.0 | 9.3 | 9.7 | 7.1 | 7.5 | 8.9 | 15.4 | 11.8 | 17.2 | 24.3 | 10.2 | 7.6 | 6.1 |
Treynor Ratio | NA | 0.16 | 0.11 | -0.01 | 0.05 | 0.05 | NA | 0.04 | 0.09 | -0.2 | 0.12 | 0.15 | 0.19 | -0.07 | 0.14 | 0.05 | -0.01 | 0.05 | 0.17 | 0.1 | -0.01 | 0.08 | 0.2 | -0.3 | 0.02 | 0.05 | 0.05 |
Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 | -0.02 | -0.02 | 0.0 | -0.04 | -0.01 | -0.01 | 0.0 |
Beta | NA | 0.9 | 0.9 | 0.87 | 0.92 | 0.95 | NA | 1.01 | 0.88 | 0.87 | 0.85 | 0.96 | 0.99 | 1.01 | 0.96 | 1.15 | 1.09 | 1.04 | 1.06 | 1.19 | 1.12 | 1.1 | 1.03 | 1.02 | 1.09 | 1.08 | 0.94 |
RSquared | NA | 0.86 | 0.87 | 0.92 | 0.95 | 0.88 | NA | 0.93 | 0.89 | 0.94 | 0.88 | 0.98 | 0.96 | 0.54 | 0.9 | 0.94 | 0.95 | 0.94 | 0.94 | 0.95 | 0.98 | 0.97 | 0.97 | 0.98 | 0.95 | 0.91 | 0.92 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/13/2005
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