Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGACX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS C) | 17.17% | 40.54% | 11.10% | 4.33% | 10.03% | 4.63% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGACX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS C) | 08/08/2007 | 06/05/2026 |
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.53 | 40.54 | 11.10 | 4.33 | 10.03 | 4.63 | NA | … | … | 17.17 | 31.25 | -8.04 | 4.60 | -18.20 | 5.61 | 59.78 | 32.33 | -20.28 | 28.32 | -8.40 | -4.11 | -11.61 | 32.41 | 6.72 | -34.33 | -20.93 | 21.93 | -58.59 | 20.01 |
| Sharpe Ratio | NA | 2.74 | 0.56 | 0.14 | 0.45 | NA | NA | … | … | 3.00 | 1.60 | -0.73 | 0.05 | -0.76 | 0.32 | 1.68 | 2.41 | -1.46 | 3.47 | -0.43 | -0.21 | -0.87 | 2.50 | 0.36 | -1.08 | -0.82 | 0.70 | -1.04 | 1.99 |
| Standard Deviation(%) | NA | 16.39 | 17.55 | 19.14 | 19.80 | NA | NA | … | … | 19.45 | 17.79 | 16.01 | 17.67 | 25.95 | 17.50 | 35.30 | 12.81 | 14.92 | 8.01 | 19.97 | 19.45 | 13.31 | 12.97 | 18.66 | 31.75 | 25.62 | 31.41 | 56.95 | 27.98 |
| Draw Down(%) | NA | 8.48 | 25.84 | 34.82 | 37.55 | NA | NA | … | … | 8.48 | 15.70 | 11.74 | 23.59 | 29.42 | 12.31 | 37.55 | 8.06 | 27.25 | 3.55 | 17.16 | 25.60 | 19.82 | 6.69 | 25.63 | 44.52 | 32.04 | 29.70 | 70.57 | 14.47 |
| Yield(%) | 0.00 | 0.00 | 0.04 | 0.02 | 0.26 | 0.17 | 0.06 | … | … | 0.00 | 0.00 | 0.06 | 0.07 | 0.00 | 0.00 | 0.20 | 0.48 | 0.65 | 0.70 | 0.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.62 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGACX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS C) |
-27.40%
Nov 2007 – Nov 2010 |
-23.01%
Oct 2007 – Oct 2012 |
-9.49%
Dec 2007 – Dec 2017 |
-4.21%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGACX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS C) |
30.85%
Oct 2018 – Oct 2021 |
19.02%
Oct 2016 – Oct 2021 |
10.60%
May 2016 – May 2026 |
4.65%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart