Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCRAX (CALVERT CONSERVATIVE ALLOCATION FUND CLASS A) | 9.76% | 26.03% | 21.38% | 12.71% | 14.46% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCRAX (CALVERT CONSERVATIVE ALLOCATION FUND CLASS A) | 10/23/2013 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 26.03 | 21.38 | 12.71 | 14.46 | NA | NA | … | … | 9.76 | 18.16 | 25.80 | 31.68 | -18.99 | 24.19 | 21.77 | 32.44 | -9.33 | 21.20 | 8.20 | 1.69 | 14.04 | 6.57 |
| Sharpe Ratio | NA | 2.03 | 1.24 | 0.10 | 0.17 | NA | NA | … | … | 1.64 | 0.82 | 1.51 | 2.00 | -0.82 | 0.10 | 0.64 | 2.46 | -0.62 | 2.93 | 0.59 | 0.10 | 1.18 | 4.51 |
| Standard Deviation(%) | NA | 12.07 | 15.15 | 105.58 | 75.82 | NA | NA | … | … | 13.62 | 19.07 | 12.88 | 13.87 | 25.07 | 234.52 | 33.24 | 12.63 | 17.20 | 7.06 | 13.48 | 16.57 | 11.87 | 9.01 |
| Draw Down(%) | NA | 10.06 | 19.96 | 69.44 | 69.44 | NA | NA | … | … | 10.06 | 19.96 | 8.87 | 9.46 | 24.50 | 69.44 | 32.47 | 7.08 | 20.60 | 2.20 | 10.31 | 12.24 | 8.13 | 1.40 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCRAX (CALVERT CONSERVATIVE ALLOCATION FUND CLASS A) |
3.66%
Mar 2017 – Mar 2020 |
5.29%
Mar 2015 – Mar 2020 |
11.13%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCRAX (CALVERT CONSERVATIVE ALLOCATION FUND CLASS A) |
26.05%
Dec 2018 – Dec 2021 |
18.16%
Mar 2020 – Mar 2025 |
14.55%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart