Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDHAX (Calvert Developed Market Ex-US Responsib) | 18.97% | 36.58% | 21.26% | 10.27% | 10.67% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDHAX (Calvert Developed Market Ex-US Responsib) | 11/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 36.58 | 21.26 | 10.27 | 10.67 | NA | NA | … | … | 18.97 | 32.97 | 4.79 | 19.72 | -19.42 | 12.30 | 15.04 | 24.36 | -13.96 | 24.89 | 0.11 | -2.40 |
| Sharpe Ratio | NA | 2.08 | 1.18 | 0.47 | 0.54 | NA | NA | … | … | 2.28 | 1.89 | 0.09 | 1.27 | -0.96 | 0.98 | 0.50 | 2.20 | -1.18 | 3.42 | -0.01 | -1.10 |
| Standard Deviation(%) | NA | 16.13 | 15.19 | 16.24 | 16.61 | NA | NA | … | … | 20.87 | 15.99 | 12.86 | 12.79 | 21.71 | 12.50 | 29.38 | 10.43 | 13.02 | 7.11 | 17.73 | 13.58 |
| Draw Down(%) | NA | 12.61 | 13.44 | 32.18 | 32.31 | NA | NA | … | … | 12.61 | 13.44 | 8.78 | 12.61 | 31.55 | 6.49 | 32.31 | 6.95 | 21.70 | 2.02 | 11.82 | 4.96 |
| Yield(%) | 0.00 | 3.60 | 3.09 | 2.28 | 2.71 | 1.77 | 1.33 | … | … | 0.00 | 4.18 | 2.75 | 2.11 | 1.45 | 1.97 | 0.92 | 2.20 | 1.75 | 1.67 | 2.25 | 0.10 |
Data as of 06/03/2026, Common starting date is 11/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDHAX (Calvert Developed Market Ex-US Responsib) |
-0.98%
Sep 2019 – Sep 2022 |
-0.15%
Sep 2017 – Sep 2022 |
8.80%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDHAX (Calvert Developed Market Ex-US Responsib) |
22.36%
Sep 2022 – Sep 2025 |
11.97%
Oct 2020 – Oct 2025 |
10.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart