Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CALRX (Calvert SmallCap Fund6) | 2.37% | -0.84% | 4.97% | 1.41% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALRX (Calvert SmallCap Fund6) | 02/08/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | -0.84 | 4.97 | 1.41 | NA | NA | NA | … | … | 2.37 | -5.99 | 12.31 | 11.82 | -15.86 | 20.17 | 15.02 | 13.22 |
| Sharpe Ratio | NA | -0.24 | 0.11 | -0.06 | NA | NA | NA | … | … | 0.12 | -0.45 | 0.54 | 0.52 | -0.70 | 1.13 | 0.39 | 1.07 |
| Standard Deviation(%) | NA | 16.11 | 17.39 | 18.89 | NA | NA | NA | … | … | 16.60 | 19.88 | 16.24 | 15.98 | 24.62 | 17.79 | 37.52 | 12.61 |
| Draw Down(%) | NA | 13.19 | 21.93 | 24.96 | NA | NA | NA | … | … | 13.19 | 18.75 | 7.93 | 17.54 | 23.83 | 9.38 | 36.24 | 6.54 |
| Yield(%) | 0.00 | 11.24 | 5.03 | 4.20 | 3.24 | 2.16 | 1.62 | … | … | 0.00 | 11.00 | 1.69 | 0.43 | 1.33 | 7.90 | 0.18 | 1.57 |
Data as of 06/04/2026, Common starting date is 02/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALRX (Calvert SmallCap Fund6) |
0.08%
Apr 2021 – Apr 2024 |
1.14%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CALRX (Calvert SmallCap Fund6) |
17.60%
Mar 2020 – Mar 2023 |
12.90%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart