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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
CDXBX (Calvert Enhanced Equity B) NA 7.63% 15.00% 12.17% 4.82% NA NA 3.14%
Data as of 06/16/2015, AR inception is 02/15/2001
More Performance Analytics Comparison
Name Start Date End Date
CDXBX (Calvert Enhanced Equity B) 02/15/2001 06/16/2015
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.00 7.63 15.00 12.17 4.82 NA NA 3.14 2.46 10.17 26.91 12.85 0.82 11.79 27.78 -39.18 -2.48 11.51 3.94 8.42 22.59 -18.53 -11.05
Sharpe Ratio NA 0.72 1.37 0.84 0.19 NA NA 0.10 0.55 0.94 2.54 1.06 0.04 0.64 0.98 -0.97 -0.34 0.77 0.17 0.67 1.29 -0.77 -0.74
Standard Deviation(%) NA 10.62 10.91 14.48 20.46 NA NA 19.87 10.05 10.76 10.60 12.21 22.31 18.26 28.14 41.27 16.01 10.72 10.54 11.11 16.92 25.39 20.35
Draw Down(%) NA 7.26 7.26 17.73 58.50 NA NA 58.50 3.71 7.26 4.93 9.83 17.73 15.32 28.28 49.32 12.39 8.71 6.93 7.59 14.04 31.06 25.87
Yield(%) 0.00 6.47 6.60 4.62 3.27 2.10 1.58 2.25 0.00 6.85 10.41 0.17 0.00 0.19 0.00 0.00 5.87 4.75 3.30 0.00 0.00 0.00 0.03
Data as of 06/16/2015, AR inception is 02/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDXBX (Calvert Enhanced Equity B) -19.30%
Feb 2006 - Feb 2009
-10.02%
Feb 2004 - Feb 2009
0.70%
Dec 2001 - Dec 2011
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CDXBX (Calvert Enhanced Equity B) 24.04%
Feb 2009 - Feb 2012
20.69%
Feb 2009 - Feb 2014
5.59%
Mar 2003 - Mar 2013
0.00%
NA
Annualized Rolling Returns Comparison Chart