Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEFAX (Calvert Emerging Markets Advancement Fund Class A) | 26.84% | 56.07% | 27.27% | 11.65% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEFAX (Calvert Emerging Markets Advancement Fund Class A) | 10/02/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.64 | 56.07 | 27.27 | 11.65 | NA | NA | NA | … | … | 26.84 | 38.08 | 10.86 | 11.43 | -15.32 | 0.02 | 15.12 | 10.47 |
| Sharpe Ratio | NA | 2.81 | 1.55 | 0.59 | NA | NA | NA | … | … | 2.83 | 2.49 | 0.61 | 0.58 | -0.96 | 0.00 | 0.56 | 5.54 |
| Standard Deviation(%) | NA | 17.86 | 15.24 | 15.40 | NA | NA | NA | … | … | 24.64 | 14.21 | 11.93 | 13.61 | 17.46 | 15.30 | 26.56 | 8.80 |
| Draw Down(%) | NA | 13.93 | 13.93 | 24.70 | NA | NA | NA | … | … | 13.93 | 12.54 | 9.15 | 13.62 | 22.21 | 13.16 | 30.82 | 2.60 |
| Yield(%) | 0.00 | 3.55 | 3.11 | 3.03 | 2.09 | 1.39 | 1.04 | … | … | 0.00 | 3.97 | 1.72 | 3.23 | 4.33 | 4.30 | 0.09 | 0.53 |
Data as of 06/03/2026, Common starting date is 10/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFAX (Calvert Emerging Markets Advancement Fund Class A) |
-3.39%
Jan 2021 – Jan 2024 |
3.79%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEFAX (Calvert Emerging Markets Advancement Fund Class A) |
27.76%
May 2023 – May 2026 |
11.58%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart