Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAACX (CALVERT AGGRESSIVE ALLOCATION FUND CLASS C) | 10.76% | 21.99% | 15.00% | 5.66% | 9.12% | 8.33% | 6.17% | … | … |
Data as of 06/04/2026, Common starting date is 07/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAACX (CALVERT AGGRESSIVE ALLOCATION FUND CLASS C) | 07/28/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 21.99 | 15.00 | 5.66 | 9.12 | 8.33 | 6.17 | … | … | 10.76 | 14.10 | 11.72 | 14.27 | -20.33 | 13.23 | 13.95 | 26.39 | -8.47 | 19.42 | 6.68 | -1.29 | 4.66 | 25.74 | 13.79 | -5.03 | 10.97 | 24.27 | -38.17 | 3.83 | 11.74 | 2.06 |
| Sharpe Ratio | NA | 1.71 | 0.95 | 0.22 | 0.48 | NA | NA | … | … | 1.71 | 0.75 | 0.77 | 0.97 | -1.10 | 1.14 | 0.44 | 2.27 | -0.72 | 3.28 | 0.51 | -0.10 | 0.47 | 2.55 | 1.08 | -0.22 | 0.64 | 1.02 | -1.11 | 0.05 | 0.80 | 0.26 |
| Standard Deviation(%) | NA | 11.51 | 12.61 | 14.13 | 15.61 | NA | NA | … | … | 14.21 | 14.94 | 10.50 | 10.99 | 19.85 | 11.59 | 30.84 | 10.98 | 13.68 | 5.74 | 12.75 | 13.10 | 9.80 | 10.10 | 12.80 | 22.68 | 17.00 | 23.81 | 35.20 | 14.68 | 10.46 | 8.71 |
| Draw Down(%) | NA | 9.44 | 15.47 | 28.00 | 32.67 | NA | NA | … | … | 9.44 | 15.47 | 6.54 | 11.95 | 26.12 | 5.10 | 32.67 | 6.18 | 18.09 | 1.63 | 10.59 | 11.40 | 8.13 | 6.13 | 11.62 | 20.38 | 13.93 | 24.30 | 48.10 | 10.04 | 10.28 | 4.91 |
| Yield(%) | 0.00 | 4.45 | 4.22 | 2.57 | 4.15 | 5.03 | 3.82 | … | … | 0.00 | 4.62 | 2.59 | 5.12 | 0.69 | 1.62 | 0.00 | 4.25 | 5.71 | 6.47 | 5.88 | 13.92 | 7.76 | 3.33 | 0.43 | 0.76 | 0.48 | 0.71 | 3.04 | 2.90 | 1.25 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAACX (CALVERT AGGRESSIVE ALLOCATION FUND CLASS C) |
-16.56%
Feb 2006 – Feb 2009 |
-4.21%
May 2007 – May 2012 |
2.34%
Feb 2006 – Feb 2016 |
3.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAACX (CALVERT AGGRESSIVE ALLOCATION FUND CLASS C) |
19.60%
Feb 2009 – Feb 2012 |
17.52%
Feb 2009 – Feb 2014 |
11.54%
Feb 2009 – Feb 2019 |
9.90%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart