Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCAFX (CALVERT CAPITAL ACCUMULATION FUND CLASS A) | NA | -16.81% | -1.26% | -1.46% | 2.41% | 6.49% | 4.88% | … | … |
Data as of 09/12/2025, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCAFX (CALVERT CAPITAL ACCUMULATION FUND CLASS A) | 06/21/1996 | 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.32 | -16.81 | -1.26 | -1.46 | 2.41 | 6.49 | 4.88 | … | … | -14.38 | 5.61 | 11.42 | -19.64 | 1.09 | 10.69 | 30.59 | -4.51 | 11.70 | 6.39 | -3.66 | 7.50 | 28.82 | 15.84 | 2.14 | 30.02 | 30.35 | -36.90 | 9.56 | 6.14 | -0.38 | 8.50 | 30.55 | -28.60 | -12.90 | 10.15 | 6.15 | 29.46 | 21.92 | 0.09 |
| Sharpe Ratio | NA | -0.74 | -0.23 | -0.17 | 0.05 | NA | NA | … | … | -0.75 | 0.15 | 0.54 | -0.87 | 0.06 | 0.30 | 2.63 | -0.40 | 1.51 | 0.38 | -0.23 | 0.51 | 2.08 | 0.98 | 0.07 | 1.44 | 1.07 | -0.98 | 0.43 | 0.18 | -0.20 | 0.47 | 1.49 | -1.03 | -0.50 | 0.21 | 0.13 | 1.06 | 1.12 | -0.18 |
| Standard Deviation(%) | NA | 26.97 | 20.38 | 20.28 | 19.85 | NA | NA | … | … | 30.81 | 13.29 | 14.48 | 24.28 | 18.88 | 34.76 | 11.06 | 14.72 | 7.36 | 16.22 | 15.93 | 14.59 | 13.85 | 16.21 | 29.75 | 20.85 | 28.18 | 38.57 | 15.08 | 15.04 | 13.15 | 15.97 | 19.99 | 28.93 | 31.00 | 27.59 | 20.63 | 24.50 | 16.27 | 19.53 |
| Draw Down(%) | NA | 23.42 | 23.42 | 36.39 | 37.47 | NA | NA | … | … | 19.37 | 10.57 | 14.50 | 27.34 | 17.26 | 37.47 | 5.03 | 19.13 | 4.40 | 11.63 | 14.37 | 10.61 | 5.64 | 11.56 | 27.26 | 14.79 | 24.47 | 51.26 | 10.37 | 15.22 | 11.78 | 15.00 | 12.72 | 40.04 | 37.74 | 19.70 | 22.44 | 29.36 | 9.60 | 16.86 |
| Yield(%) | 0.06 | 0.15 | 0.07 | 0.04 | 3.05 | 6.18 | 4.70 | … | … | 0.07 | 0.10 | 0.00 | 0.03 | 0.00 | 0.00 | 6.62 | 6.61 | 10.27 | 0.55 | 9.20 | 14.79 | 8.53 | 6.84 | 6.57 | 0.00 | 0.00 | 0.00 | 1.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.05 | 18.14 | 1.83 | 14.10 | 11.35 | 0.00 |
Data as of 09/12/2025, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAFX (CALVERT CAPITAL ACCUMULATION FUND CLASS A) |
-16.14%
Feb 2006 – Feb 2009 |
-8.06%
Feb 2004 – Feb 2009 |
-3.46%
Feb 1999 – Feb 2009 |
2.90%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCAFX (CALVERT CAPITAL ACCUMULATION FUND CLASS A) |
30.62%
Feb 2009 – Feb 2012 |
25.13%
Feb 2009 – Feb 2014 |
14.90%
Feb 2009 – Feb 2019 |
10.96%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart