Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCPIX (CALVERT CAPITAL ACCUMULATION FUND CLASS I) | NA | -12.71% | 0.51% | 0.15% | 3.43% | 7.43% | 5.73% | … | … |
Data as of 09/12/2025, Common starting date is 06/19/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCPIX (CALVERT CAPITAL ACCUMULATION FUND CLASS I) | 06/19/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.19 | -12.71 | 0.51 | 0.15 | 3.43 | 7.43 | 5.73 | … | … | -10.93 | 6.70 | 11.72 | -19.48 | 3.59 | 11.14 | 30.91 | -4.12 | 12.14 | 6.84 | -3.15 | 8.19 | 29.62 | 16.60 | 2.89 | 31.14 | 31.71 | -36.37 | 8.87 | 6.98 | 0.54 | 9.40 | 15.86 |
| Sharpe Ratio | NA | -0.65 | -0.15 | -0.09 | 0.10 | NA | NA | … | … | -0.67 | 0.23 | 0.56 | -0.86 | 0.20 | 0.31 | 2.66 | -0.38 | 1.57 | 0.41 | -0.20 | 0.56 | 2.14 | 1.03 | 0.10 | 1.49 | 1.12 | -0.97 | 0.38 | 0.24 | -0.13 | 0.53 | 1.75 |
| Standard Deviation(%) | NA | 24.15 | 19.19 | 19.35 | 19.39 | NA | NA | … | … | 27.39 | 13.12 | 14.48 | 24.27 | 17.74 | 34.77 | 11.08 | 14.70 | 7.35 | 16.24 | 15.94 | 14.59 | 13.85 | 16.20 | 29.76 | 20.88 | 28.18 | 38.54 | 15.03 | 15.04 | 13.15 | 15.97 | 17.66 |
| Draw Down(%) | NA | 19.91 | 19.91 | 34.84 | 37.46 | NA | NA | … | … | 16.26 | 9.85 | 14.44 | 27.21 | 15.43 | 37.46 | 5.04 | 19.04 | 4.37 | 11.55 | 14.14 | 10.50 | 5.57 | 11.42 | 27.11 | 14.60 | 24.33 | 51.05 | 10.31 | 15.06 | 11.64 | 14.65 | 6.13 |
| Yield(%) | 0.17 | 0.41 | 0.29 | 0.25 | 2.90 | 6.02 | 4.70 | … | … | 0.18 | 0.26 | 0.18 | 0.18 | 0.17 | 0.20 | 5.76 | 5.85 | 9.20 | 0.94 | 8.11 | 13.34 | 7.80 | 6.32 | 6.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/12/2025, Common starting date is 06/19/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCPIX (CALVERT CAPITAL ACCUMULATION FUND CLASS I) |
-15.84%
Feb 2006 – Feb 2009 |
-7.54%
Feb 2004 – Feb 2009 |
3.79%
Oct 2013 – Oct 2023 |
5.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCPIX (CALVERT CAPITAL ACCUMULATION FUND CLASS I) |
31.74%
Feb 2009 – Feb 2012 |
26.10%
Feb 2009 – Feb 2014 |
15.61%
Feb 2009 – Feb 2019 |
11.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart