Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CCVAX (CALVERT SMALL CAP FUND CLASS A) | 1.66% | -2.07% | 4.42% | -0.65% | 6.80% | 8.04% | 6.53% | … | … |
Data as of 06/03/2026, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CCVAX (CALVERT SMALL CAP FUND CLASS A) | 01/26/2005 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | -2.07 | 4.42 | -0.65 | 6.80 | 8.04 | 6.53 | … | … | 1.66 | -6.30 | 11.92 | 11.45 | -17.29 | 11.39 | 14.64 | 26.02 | -6.94 | 13.42 | 20.02 | -1.09 | 7.12 | 40.85 | 15.30 | -5.03 | 22.91 | 20.73 | -33.76 | -2.32 | 20.05 | -2.60 |
| Sharpe Ratio | NA | -0.26 | 0.09 | -0.17 | 0.26 | NA | NA | … | … | 0.10 | -0.46 | 0.51 | 0.49 | -0.76 | 0.61 | 0.38 | 1.91 | -0.53 | 1.22 | 1.15 | -0.07 | 0.53 | 3.00 | 0.94 | -0.16 | 1.00 | 0.66 | -0.84 | -0.31 | 1.25 | -0.38 |
| Standard Deviation(%) | NA | 16.11 | 17.38 | 19.07 | 20.15 | NA | NA | … | … | 16.62 | 19.88 | 16.21 | 15.98 | 24.76 | 18.60 | 37.46 | 12.87 | 15.68 | 10.52 | 17.21 | 15.19 | 13.51 | 13.63 | 16.33 | 31.96 | 22.91 | 31.46 | 41.19 | 17.67 | 13.36 | 13.42 |
| Draw Down(%) | NA | 13.23 | 22.02 | 30.41 | 36.27 | NA | NA | … | … | 13.23 | 18.82 | 7.94 | 17.76 | 23.99 | 14.38 | 36.27 | 6.59 | 22.17 | 5.50 | 11.98 | 10.34 | 11.56 | 5.01 | 12.51 | 27.50 | 20.37 | 26.55 | 48.61 | 13.24 | 9.95 | 10.79 |
| Yield(%) | 0.00 | 11.95 | 5.18 | 2.64 | 4.64 | 6.53 | 5.44 | … | … | 0.00 | 11.72 | 1.63 | 0.13 | 0.00 | 0.00 | 0.00 | 1.54 | 5.24 | 14.12 | 1.68 | 8.32 | 12.00 | 14.34 | 4.59 | 0.24 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 |
Data as of 06/03/2026, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCVAX (CALVERT SMALL CAP FUND CLASS A) |
-14.97%
Feb 2006 – Feb 2009 |
-2.87%
Aug 2005 – Aug 2010 |
5.18%
Jan 2006 – Jan 2016 |
5.52%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CCVAX (CALVERT SMALL CAP FUND CLASS A) |
22.62%
Feb 2009 – Feb 2012 |
22.24%
Feb 2009 – Feb 2014 |
15.60%
Feb 2009 – Feb 2019 |
12.16%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart