Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFWAX (CALVERT GLOBAL WATER FUND CLASS A) | 3.53% | 10.26% | 10.03% | 4.84% | 8.44% | 7.73% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFWAX (CALVERT GLOBAL WATER FUND CLASS A) | 10/02/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.76 | 10.26 | 10.03 | 4.84 | 8.44 | 7.73 | NA | … | … | 3.53 | 14.39 | 3.91 | 18.34 | -19.63 | 22.59 | 14.79 | 28.03 | -13.63 | 18.88 | 13.99 | -12.75 | -3.79 | 28.73 | 27.13 | -9.91 | 13.62 | 28.75 | -19.93 |
| Sharpe Ratio | NA | 0.62 | 0.53 | 0.16 | 0.41 | NA | NA | … | … | 0.45 | 0.79 | 0.02 | 1.04 | -0.98 | 1.81 | 0.43 | 2.35 | -1.17 | 2.47 | 0.89 | -0.81 | -0.30 | 2.51 | 1.75 | -0.41 | 0.72 | 1.14 | -0.91 |
| Standard Deviation(%) | NA | 13.58 | 14.26 | 15.70 | 17.01 | NA | NA | … | … | 16.19 | 14.70 | 13.00 | 14.22 | 21.47 | 12.49 | 33.51 | 11.31 | 12.91 | 7.41 | 15.55 | 15.68 | 12.79 | 11.44 | 15.64 | 24.04 | 18.67 | 25.18 | 65.30 |
| Draw Down(%) | NA | 12.79 | 17.64 | 29.17 | 36.25 | NA | NA | … | … | 12.79 | 12.22 | 9.50 | 15.33 | 29.17 | 7.24 | 36.25 | 6.78 | 20.37 | 3.03 | 10.78 | 20.80 | 15.32 | 10.37 | 13.57 | 21.30 | 15.87 | 26.78 | 35.20 |
| Yield(%) | 0.00 | 4.85 | 5.74 | 3.65 | 3.59 | 4.41 | 3.94 | … | … | 0.00 | 5.25 | 8.91 | 2.95 | 1.17 | 1.13 | 0.87 | 1.06 | 1.11 | 1.09 | 0.00 | 0.02 | 6.55 | 8.10 | 5.88 | 9.64 | 3.13 | 2.12 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFWAX (CALVERT GLOBAL WATER FUND CLASS A) |
-1.46%
Dec 2013 – Dec 2016 |
-0.35%
Dec 2013 – Dec 2018 |
4.05%
Oct 2013 – Oct 2023 |
7.18%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFWAX (CALVERT GLOBAL WATER FUND CLASS A) |
21.68%
Dec 2018 – Dec 2021 |
21.52%
Feb 2009 – Feb 2014 |
11.22%
Dec 2011 – Dec 2021 |
10.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart