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CSLBX: Calvert Balanced B (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/28/2000 |
Last Dividend Date: | 03/26/2015 |
12-Mo. Yield | 0.00% |
Expenses | 2.27% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/28/2000 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 6.9 | 10.0 | 9.3 | 4.4 | 1.9 | 2.2 | 8.6 | 15.9 | 9.7 | 2.2 | 9.8 | 22.6 | -29.7 | 2.3 | 7.4 | 4.1 | 6.8 | 15.9 | -14.4 | -7.9 | -13.0 |
Sharpe Ratio | NA | 1.05 | 1.48 | 1.05 | 0.32 | 0.07 | 0.8 | 1.34 | 2.36 | 1.26 | 0.16 | 0.94 | 1.51 | -1.46 | -0.09 | 0.63 | 0.31 | 0.83 | 1.54 | -1.1 | -0.72 | -1.6 |
Draw Down(%) | NA | 4.1 | 4.4 | 10.2 | 39.5 | 42.3 | 2.2 | 4.1 | 4.4 | 5.6 | 10.2 | 9.3 | 13.7 | 35.4 | 6.0 | 5.0 | 4.2 | 5.2 | 7.6 | 21.5 | 19.9 | 18.6 |
Standard Deviation(%) | NA | 6.5 | 6.7 | 8.8 | 11.2 | 11.5 | 6.2 | 6.4 | 6.7 | 7.7 | 13.4 | 10.3 | 15.0 | 20.9 | 8.8 | 6.6 | 6.5 | 7.0 | 9.9 | 14.1 | 14.4 | 17.5 |
Treynor Ratio | NA | 0.08 | 0.11 | 0.1 | 0.04 | 0.01 | 0.07 | 0.09 | 0.17 | 0.1 | 0.02 | 0.1 | 0.25 | -0.35 | -0.01 | 0.04 | 0.02 | 0.06 | 0.15 | -0.16 | -0.1 | -0.28 |
Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.02 | -0.05 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.02 | -0.08 |
Beta | NA | 0.87 | 0.93 | 0.96 | 0.91 | 0.94 | 0.76 | 0.94 | 0.96 | 1.01 | 0.97 | 0.96 | 0.89 | 0.88 | 0.94 | 0.97 | 0.97 | 0.97 | 1.04 | 0.99 | 1.05 | 1.0 |
RSquared | NA | 0.85 | 0.91 | 0.94 | 0.96 | 0.91 | 0.74 | 0.94 | 0.94 | 0.93 | 0.97 | 0.97 | 0.96 | 0.97 | 0.97 | 0.97 | 0.97 | 0.93 | 0.98 | 0.96 | 0.82 | 0.54 |
Yield(%) | N/A | 1.2 | 5.1 | 3.6 | 2.6 | N/A | 0.0 | 1.3 | 13.3 | 0.0 | 0.0 | 0.0 | 0.4 | 0.8 | 6.4 | 0.8 | 0.3 | 0.5 | 0.2 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -90.2 | 11150.0 | 75.8 | N/A | N/A | -97.4 | -90.5 | N/A | N/A | N/A | -100.0 | -62.5 | -87.6 | 781.8 | 144.4 | -25.0 | 200.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/2000
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