Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBAIX (CALVERT BALANCED PORTFOLIO CLASS I) | 4.22% | 14.41% | 14.88% | 6.49% | 8.86% | 8.54% | 6.95% | … | … |
Data as of 06/04/2026, Common starting date is 03/24/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBAIX (CALVERT BALANCED PORTFOLIO CLASS I) | 03/24/1999 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 14.41 | 14.88 | 6.49 | 8.86 | 8.54 | 6.95 | … | … | 4.22 | 11.60 | 19.24 | 16.66 | -15.93 | 7.36 | 14.07 | 24.05 | -2.47 | 11.95 | 7.62 | -2.44 | 10.34 | 17.83 | 11.06 | 2.28 | 10.38 | 23.52 | -28.62 | 3.70 | 8.96 | 5.23 | 15.84 | 7.43 | -14.37 | -7.95 | -9.88 | 0.26 |
| Sharpe Ratio | NA | 1.53 | 1.22 | 0.36 | 0.64 | NA | NA | … | … | 0.86 | 0.75 | 1.72 | 1.58 | -1.16 | 0.66 | 0.68 | 3.40 | -0.40 | 2.85 | 0.95 | -0.27 | 1.60 | 2.64 | 1.44 | 0.17 | 0.99 | 1.57 | -1.42 | 0.06 | 0.85 | 0.46 | 0.08 | 1.22 | -1.10 | -0.73 | -0.83 | -0.22 |
| Standard Deviation(%) | NA | 8.42 | 9.99 | 11.29 | 11.28 | NA | NA | … | … | 10.00 | 11.74 | 9.09 | 8.30 | 14.99 | 11.15 | 20.32 | 6.64 | 9.61 | 3.98 | 7.78 | 8.97 | 6.44 | 6.75 | 7.72 | 13.35 | 10.38 | 14.95 | 20.82 | 8.74 | 6.59 | 6.45 | 115.16 | 11.17 | 14.08 | 14.48 | 17.03 | 14.26 |
| Draw Down(%) | NA | 7.65 | 11.80 | 24.83 | 24.83 | NA | NA | … | … | 7.65 | 11.80 | 4.93 | 6.93 | 19.56 | 6.63 | 23.76 | 2.84 | 11.52 | 1.54 | 6.22 | 8.80 | 3.99 | 4.22 | 5.52 | 10.25 | 9.39 | 13.43 | 34.54 | 5.74 | 4.82 | 4.43 | 0.04 | 7.35 | 21.48 | 19.83 | 17.92 | 9.19 |
| Yield(%) | 0.00 | 5.10 | 5.14 | 3.19 | 4.43 | 5.49 | 4.70 | … | … | 0.33 | 5.18 | 6.07 | 2.87 | 1.28 | 1.02 | 1.27 | 4.32 | 4.98 | 8.58 | 2.65 | 11.12 | 2.85 | 14.26 | 0.97 | 0.00 | 0.39 | 1.16 | 2.16 | 7.73 | 1.84 | 1.41 | 0.00 | 0.00 | 0.00 | 0.00 | 3.23 | 2.39 |
Data as of 06/04/2026, Common starting date is 03/24/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAIX (CALVERT BALANCED PORTFOLIO CLASS I) |
-12.13%
Mar 2000 – Mar 2003 |
-2.56%
Oct 2000 – Oct 2005 |
-1.00%
Aug 2000 – Aug 2010 |
2.32%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAIX (CALVERT BALANCED PORTFOLIO CLASS I) |
17.33%
Feb 2009 – Feb 2012 |
14.88%
Feb 2009 – Feb 2014 |
10.41%
Sep 2011 – Sep 2021 |
9.51%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart