Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CALRX (Calvert SmallCap Fund6) | -5.79% | -1.86% | 3.92% | 7.88% | NA | NA | NA | 7.67% |
Data as of 08/01/2025, AR inception is 02/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CALRX (Calvert SmallCap Fund6) | 02/08/2019 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.86 | -1.86 | 3.92 | 7.88 | NA | NA | NA | 7.67 | -5.79 | 12.31 | 11.82 | -15.86 | 20.17 | 15.02 | 13.22 |
| Sharpe Ratio | NA | -0.25 | 0.03 | 0.31 | NA | NA | NA | 0.23 | -0.58 | 0.54 | 0.52 | -0.70 | 1.13 | 0.39 | 1.07 |
| Standard Deviation(%) | NA | 20.33 | 18.55 | 19.31 | NA | NA | NA | 22.49 | 22.17 | 16.24 | 15.98 | 24.62 | 17.79 | 37.52 | 12.61 |
| Draw Down(%) | NA | 21.93 | 21.93 | 24.96 | NA | NA | NA | 36.24 | 18.75 | 7.93 | 17.54 | 23.83 | 9.38 | 36.24 | 6.54 |
| Yield(%) | 0.00 | 1.57 | 1.22 | 2.83 | 1.64 | 1.09 | 0.82 | 2.74 | 0.00 | 1.69 | 0.43 | 1.33 | 7.90 | 0.18 | 1.57 |
Data as of 08/01/2025, AR inception 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 |
6.48%
Jun 2019 - Jun 2024 |
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