Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDHIX (Calvert Developed Market Ex-US Responsib) | 19.20% | 36.22% | 21.60% | 10.37% | 10.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDHIX (Calvert Developed Market Ex-US Responsib) | 11/05/2015 | 06/04/2026 |
| 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 (%) | 1.14 | 36.22 | 21.60 | 10.37 | 10.92 | NA | NA | … | … | 19.20 | 33.29 | 5.04 | 20.03 | -19.22 | 12.57 | 15.33 | 24.40 | -13.67 | 25.30 | 0.50 | -2.34 |
| Sharpe Ratio | NA | 2.09 | 1.20 | 0.48 | 0.56 | NA | NA | … | … | 2.29 | 1.91 | 0.11 | 1.29 | -0.95 | 1.00 | 0.51 | 2.19 | -1.16 | 3.48 | 0.02 | -1.08 |
| Standard Deviation(%) | NA | 16.19 | 15.21 | 16.26 | 16.62 | NA | NA | … | … | 20.91 | 16.02 | 12.86 | 12.82 | 21.72 | 12.50 | 29.40 | 10.45 | 13.00 | 7.11 | 17.77 | 13.59 |
| Draw Down(%) | NA | 12.61 | 13.41 | 32.01 | 32.32 | NA | NA | … | … | 12.61 | 13.41 | 8.74 | 12.57 | 31.46 | 6.47 | 32.32 | 6.95 | 21.47 | 2.01 | 11.77 | 4.96 |
| Yield(%) | 0.00 | 3.74 | 3.30 | 2.43 | 2.91 | 1.91 | 1.44 | … | … | 0.00 | 4.38 | 2.97 | 2.34 | 1.52 | 2.20 | 1.42 | 2.11 | 1.89 | 1.66 | 2.02 | 0.16 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CDHIX (Calvert Developed Market Ex-US Responsib) |
-0.73%
Sep 2019 – Sep 2022 |
0.08%
Sep 2017 – Sep 2022 |
9.07%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDHIX (Calvert Developed Market Ex-US Responsib) |
22.67%
Sep 2022 – Sep 2025 |
12.25%
Oct 2020 – Oct 2025 |
11.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart