Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALCX (CALVERT CONSERVATIVE ALLOCATION FUND CLASS C) | 3.95% | 10.52% | 8.12% | 2.08% | 4.36% | 4.53% | 4.11% | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALCX (CALVERT CONSERVATIVE ALLOCATION FUND CLASS C) | 05/02/2005 | 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 (%) | 0.31 | 10.52 | 8.12 | 2.08 | 4.36 | 4.53 | 4.11 | … | … | 3.95 | 9.46 | 5.59 | 9.24 | -14.97 | 3.18 | 8.60 | 14.74 | -3.67 | 8.81 | 4.25 | -0.79 | 5.11 | 8.19 | 9.49 | 3.24 | 7.27 | 14.74 | -17.40 | 4.32 | 5.91 | 2.66 |
| Sharpe Ratio | NA | 1.47 | 0.78 | -0.06 | 0.39 | NA | NA | … | … | 0.98 | 1.02 | 0.33 | 0.81 | -1.66 | 0.63 | 0.69 | 3.50 | -0.75 | 3.69 | 0.90 | -0.17 | 1.33 | 1.75 | 2.09 | 0.53 | 1.41 | 1.82 | -1.71 | 0.27 | 0.64 | 0.48 |
| Standard Deviation(%) | NA | 5.69 | 6.57 | 7.20 | 7.00 | NA | NA | … | … | 7.18 | 6.45 | 5.95 | 6.92 | 9.94 | 5.02 | 12.04 | 3.79 | 6.74 | 2.22 | 4.47 | 4.93 | 3.84 | 4.65 | 4.55 | 6.05 | 5.08 | 8.06 | 10.73 | 4.38 | 3.95 | 3.24 |
| Draw Down(%) | NA | 5.08 | 8.07 | 21.91 | 21.91 | NA | NA | … | … | 5.08 | 6.28 | 3.52 | 8.07 | 19.33 | 3.19 | 17.30 | 1.50 | 7.43 | 0.83 | 4.00 | 5.37 | 2.74 | 4.96 | 3.58 | 4.47 | 3.89 | 9.62 | 21.99 | 2.39 | 3.24 | 2.51 |
| Yield(%) | 0.00 | 2.62 | 2.79 | 1.94 | 2.58 | 3.19 | 3.07 | … | … | 0.44 | 2.76 | 2.71 | 2.69 | 1.20 | 1.07 | 1.03 | 3.81 | 3.77 | 3.12 | 2.53 | 4.74 | 4.94 | 3.78 | 3.77 | 3.60 | 1.38 | 1.62 | 3.42 | 3.99 | 2.48 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALCX (CALVERT CONSERVATIVE ALLOCATION FUND CLASS C) |
-5.56%
Feb 2006 – Feb 2009 |
0.60%
Sep 2017 – Sep 2022 |
2.17%
Oct 2013 – Oct 2023 |
2.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALCX (CALVERT CONSERVATIVE ALLOCATION FUND CLASS C) |
12.36%
Feb 2009 – Feb 2012 |
10.30%
Feb 2009 – Feb 2014 |
6.84%
Feb 2009 – Feb 2019 |
5.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart