Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFWIX (CALVERT GLOBAL WATER FUND CALVERT GLOBAL WATER FUND CLASS I) | 4.15% | 11.13% | 10.49% | 5.05% | 8.74% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/03/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFWIX (CALVERT GLOBAL WATER FUND CALVERT GLOBAL WATER FUND CLASS I) | 02/03/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 11.13 | 10.49 | 5.05 | 8.74 | NA | NA | … | … | 4.15 | 10.26 | 4.18 | 18.59 | -19.41 | 22.93 | 15.09 | 28.35 | -13.32 | 19.31 | 14.43 | -12.29 | 1.88 |
| Sharpe Ratio | NA | 0.64 | 0.55 | 0.17 | 0.43 | NA | NA | … | … | 0.47 | 0.49 | 0.04 | 1.06 | -0.97 | 1.83 | 0.44 | 2.37 | -1.14 | 2.52 | 0.92 | -0.79 | 0.16 |
| Standard Deviation(%) | NA | 13.65 | 14.27 | 15.70 | 17.03 | NA | NA | … | … | 16.28 | 15.50 | 12.98 | 14.20 | 21.47 | 12.49 | 33.56 | 11.34 | 12.90 | 7.43 | 15.49 | 15.68 | 12.67 |
| Draw Down(%) | NA | 12.78 | 17.53 | 29.05 | 36.25 | NA | NA | … | … | 12.78 | 12.20 | 9.44 | 15.25 | 29.05 | 7.22 | 36.25 | 6.74 | 20.09 | 2.95 | 10.70 | 20.58 | 15.09 |
| Yield(%) | 0.00 | 5.07 | 5.97 | 3.84 | 3.91 | 2.89 | 2.17 | … | … | 0.00 | 5.49 | 9.11 | 3.21 | 1.38 | 1.40 | 1.10 | 1.35 | 1.39 | 1.55 | 0.00 | 0.92 | 6.80 |
Data as of 06/04/2026, Common starting date is 02/03/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFWIX (CALVERT GLOBAL WATER FUND CALVERT GLOBAL WATER FUND CLASS I) |
-1.15%
Mar 2017 – Mar 2020 |
0.57%
Mar 2015 – Mar 2020 |
5.16%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFWIX (CALVERT GLOBAL WATER FUND CALVERT GLOBAL WATER FUND CLASS I) |
22.00%
Dec 2018 – Dec 2021 |
13.43%
Dec 2016 – Dec 2021 |
11.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart