Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAEIX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS I) | 17.67% | 42.00% | 12.24% | 5.38% | 11.17% | 5.87% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAEIX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS I) | 06/04/2007 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.52 | 42.00 | 12.24 | 5.38 | 11.17 | 5.87 | NA | … | … | 17.67 | 33.05 | -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 | 2.83 | 0.63 | 0.20 | 0.51 | NA | NA | … | … | 3.09 | 1.72 | -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 | 16.38 | 17.51 | 19.15 | 19.80 | NA | NA | … | … | 19.44 | 17.91 | 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 | 8.39 | 24.57 | 32.57 | 37.54 | NA | NA | … | … | 8.39 | 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 | 0.87 | 0.97 | 0.77 | 1.64 | 1.08 | 0.44 | … | … | 0.00 | 0.95 | 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 06/05/2026, Common starting date 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 |
11.74%
May 2016 – May 2026 |
5.90%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart