Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAEIX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS I) | 15.35% | 12.37% | 5.41% | 10.49% | 6.91% | 4.45% | NA | -0.26% |
Data as of 07/01/2025, AR inception is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAEIX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS I) | 06/04/2007 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.17 | 12.37 | 5.41 | 10.49 | 6.91 | 4.45 | NA | -0.26 | 15.35 | -7.13 | 5.67 | -17.43 | 6.73 | 61.52 | 33.48 | -19.27 | 29.65 | -7.24 | -2.71 | -10.45 | 34.28 | 8.69 | -33.44 | -19.70 | 23.63 | -58.01 | 29.56 |
| Sharpe Ratio | NA | 0.37 | 0.03 | 0.45 | 0.25 | NA | NA | -0.05 | 1.36 | -0.86 | 0.08 | -0.73 | 0.38 | 1.72 | 2.53 | -1.39 | 3.70 | -0.37 | -0.14 | -0.79 | 2.64 | 0.46 | -1.05 | -0.77 | 0.75 | -1.03 | 2.06 |
| Standard Deviation(%) | NA | 18.72 | 19.31 | 19.76 | 20.36 | NA | NA | 24.97 | 21.26 | 15.93 | 17.60 | 26.00 | 17.52 | 35.41 | 12.69 | 14.83 | 7.89 | 20.10 | 19.31 | 13.27 | 12.96 | 18.74 | 31.73 | 25.67 | 31.49 | 56.87 | 26.02 |
| Draw Down(%) | NA | 22.00 | 24.57 | 32.57 | 37.54 | NA | NA | 75.82 | 15.66 | 11.54 | 23.42 | 28.88 | 12.22 | 37.54 | 8.00 | 26.58 | 3.40 | 16.97 | 25.07 | 19.35 | 6.53 | 25.12 | 43.87 | 31.67 | 29.53 | 70.20 | 15.53 |
| Yield(%) | 0.00 | 1.13 | 1.06 | 1.32 | 1.41 | 1.10 | 0.41 | 0.46 | 0.00 | 1.10 | 1.12 | 0.70 | 0.51 | 1.30 | 1.63 | 1.56 | 1.78 | 1.65 | 0.69 | 0.00 | 0.00 | 0.00 | 2.97 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/01/2025, AR inception is 06/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAEIX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS I) |
-26.35%
Nov 2007 - Nov 2010 |
-21.89%
Oct 2007 - Oct 2012 |
-8.22%
Dec 2007 - Dec 2017 |
-2.98%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAEIX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS I) |
32.16%
Oct 2018 - Oct 2021 |
20.28%
Oct 2016 - Oct 2021 |
11.01%
Dec 2011 - Dec 2021 |
4.46%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart