Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCACX (CALVERT CAPITAL ACCUMULATION FUND CLASS C) | NA | -26.06% | -5.55% | -1.63% | 1.93% | 5.88% | 4.22% | … | … |
Data as of 09/12/2025, Common starting date is 05/22/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCACX (CALVERT CAPITAL ACCUMULATION FUND CLASS C) | 05/22/1997 | 09/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -29.83 | -26.06 | -5.55 | -1.63 | 1.93 | 5.88 | 4.22 | … | … | -26.81 | 9.21 | 10.63 | -20.27 | 14.31 | 10.85 | 29.65 | -5.29 | 10.85 | 5.59 | -4.44 | 6.76 | 27.81 | 14.95 | 1.24 | 28.97 | 29.31 | -37.40 | 8.71 | 5.28 | -1.11 | 7.55 | 29.47 | -29.33 | -13.65 | 9.39 | 5.36 | 28.44 | 14.92 |
| Sharpe Ratio | NA | -0.74 | -0.34 | -0.15 | 0.02 | NA | NA | … | … | -0.84 | 0.45 | 0.49 | -0.90 | 0.91 | 0.30 | 2.55 | -0.45 | 1.39 | 0.33 | -0.28 | 0.46 | 2.01 | 0.93 | 0.04 | 1.39 | 1.04 | -0.99 | 0.37 | 0.12 | -0.26 | 0.41 | 1.44 | -1.05 | -0.53 | 0.19 | 0.10 | 1.02 | 1.25 |
| Standard Deviation(%) | NA | 39.55 | 26.34 | 23.60 | 21.61 | NA | NA | … | … | 46.72 | 12.50 | 14.47 | 24.31 | 15.76 | 34.74 | 11.06 | 14.73 | 7.39 | 16.24 | 15.96 | 14.58 | 13.84 | 16.22 | 29.77 | 20.83 | 28.20 | 38.59 | 15.09 | 15.07 | 13.12 | 15.97 | 20.02 | 28.96 | 31.06 | 27.60 | 20.65 | 24.50 | 17.54 |
| Draw Down(%) | NA | 31.88 | 31.88 | 31.88 | 37.49 | NA | NA | … | … | 30.76 | 6.88 | 14.71 | 27.79 | 7.38 | 37.49 | 5.01 | 19.37 | 4.47 | 11.70 | 14.73 | 10.69 | 5.67 | 11.70 | 27.51 | 15.03 | 24.65 | 51.45 | 10.45 | 15.43 | 11.94 | 15.36 | 12.88 | 40.42 | 38.05 | 19.85 | 22.60 | 29.45 | 9.59 |
| Yield(%) | 0.00 | 7.15 | 2.71 | 6.12 | 6.39 | 9.18 | 6.67 | … | … | 0.00 | 7.78 | 0.00 | 0.00 | 19.74 | 1.41 | 9.23 | 8.62 | 13.20 | 0.03 | 11.93 | 18.28 | 10.30 | 8.09 | 7.61 | 0.00 | 0.00 | 0.00 | 1.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 19.01 | 1.90 | 14.48 | 10.77 |
Data as of 09/12/2025, Common starting date is 05/22/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCACX (CALVERT CAPITAL ACCUMULATION FUND CLASS C) |
-16.78%
Feb 2006 – Feb 2009 |
-8.78%
Feb 2004 – Feb 2009 |
-4.25%
Feb 1999 – Feb 2009 |
2.07%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCACX (CALVERT CAPITAL ACCUMULATION FUND CLASS C) |
29.54%
Feb 2009 – Feb 2012 |
24.12%
Feb 2009 – Feb 2014 |
14.00%
Feb 2009 – Feb 2019 |
11.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart