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CMIFX: CALVERT LARGE CAP CORE PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/15/1998 |
| Last Dividend Date: | 12/29/2015 |
| 12-Mo. Yield | 19.93% |
| Expenses | 0.44% |
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Performance Analytics (As of 08/22/2016)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/15/1998 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.1 | 5.0 | 11.8 | 4.6 | 4.4 | 4.1 | 0.1 | -22.4 | 5.1 | 18.2 | 13.4 | 1.4 | 12.4 | 28.6 | -39.6 | -7.5 | 7.6 | 1.4 | 9.1 | 23.8 | -17.5 | -10.2 | -5.0 | 17.1 | 9.7 |
| Sharpe Ratio | NA | 0.0 | 0.39 | 0.86 | 0.2 | NA | 0.14 | -0.01 | -1.72 | -1.13 | -0.03 | -0.42 | -0.77 | -0.34 | 0.36 | -1.43 | -1.8 | -1.26 | -1.79 | -0.95 | 0.27 | -1.47 | -1.56 | -3.09 | 2.37 | 2.92 |
| Draw Down(%) | NA | 14.5 | 18.7 | 18.7 | 57.7 | NA | 57.7 | 10.7 | 26.3 | 9.6 | 9.4 | 9.6 | 17.6 | 15.3 | 28.1 | 48.8 | 14.1 | 8.7 | 6.8 | 7.2 | 13.9 | 30.5 | 27.7 | 16.4 | 12.0 | 20.6 |
| Standard Deviation(%) | NA | 15.3 | 12.6 | 13.7 | 20.8 | NA | 19.8 | 13.7 | 23.8 | 11.9 | 13.5 | 12.2 | 22.2 | 18.3 | 28.2 | 41.3 | 16.5 | 11.7 | 11.0 | 11.1 | 16.9 | 25.4 | 20.5 | 23.9 | 17.7 | 21.8 |
| Treynor Ratio | NA | 0.0 | 0.05 | 0.13 | 0.04 | NA | 0.03 | 0.0 | -0.46 | -0.15 | 0.0 | -0.06 | -0.18 | -0.06 | 0.1 | -0.59 | -0.31 | -0.14 | -0.19 | -0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.02 | -0.01 | -0.01 | NA | 0.0 | -0.04 | -0.28 | -0.03 | -0.1 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.06 | -0.03 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.88 | 0.9 | 0.91 | 0.98 | NA | 0.98 | 0.85 | 0.89 | 0.89 | 0.95 | 0.92 | 0.93 | 1.0 | 1.03 | 1.01 | 0.97 | 1.06 | 1.01 | 0.99 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.9 | 0.92 | 0.94 | 0.98 | NA | 0.63 | 0.84 | 0.37 | 0.75 | 0.63 | 0.94 | 0.98 | 0.98 | 0.99 | 0.99 | 0.87 | 0.85 | 0.9 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 19.9 | 11.5 | 10.6 | 5.5 | 4.6 | N/A | 0.0 | 18.5 | 6.7 | 10.1 | 1.0 | 0.8 | 0.5 | 0.9 | 1.0 | 6.0 | 4.9 | 3.4 | 0.4 | 0.0 | 0.4 | 0.0 | 0.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 191.2 | 1991.8 | 219.3 | N/A | N/A | N/A | -100.0 | 191.2 | -23.9 | 1110.7 | 25.2 | 58.7 | -25.9 | -40.3 | -84.8 | 28.5 | 48.8 | 790.0 | N/A | -100.0 | 1140.0 | -96.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/15/1998
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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