Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGAEX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS A) | 22.18% | 47.76% | 13.43% | 6.15% | 11.46% | 5.70% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGAEX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS A) | 06/04/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.06 | 47.76 | 13.43 | 6.15 | 11.46 | 5.70 | NA | … | … | 22.18 | 32.27 | -7.33 | 5.40 | -17.66 | 6.50 | 61.15 | 33.16 | -19.67 | 29.40 | -7.73 | -3.11 | -10.84 | 33.63 | 7.92 | -33.65 | -19.86 | 23.04 | -58.18 | 29.29 |
| Sharpe Ratio | NA | 2.81 | 0.61 | 0.19 | 0.49 | NA | NA | … | … | 3.06 | 1.66 | -0.69 | 0.10 | -0.74 | 0.37 | 1.71 | 2.50 | -1.41 | 3.63 | -0.40 | -0.16 | -0.82 | 2.60 | 0.43 | -1.06 | -0.78 | 0.73 | -1.04 | 2.04 |
| Standard Deviation(%) | NA | 16.40 | 17.50 | 19.13 | 19.81 | NA | NA | … | … | 19.48 | 17.78 | 15.94 | 17.56 | 25.99 | 17.48 | 35.44 | 12.69 | 14.98 | 7.96 | 20.06 | 19.36 | 13.24 | 12.91 | 18.49 | 31.78 | 25.57 | 31.46 | 56.93 | 26.01 |
| Draw Down(%) | NA | 8.41 | 24.93 | 33.14 | 37.53 | NA | NA | … | … | 8.41 | 15.73 | 11.58 | 23.51 | 29.03 | 12.20 | 37.53 | 7.98 | 26.86 | 3.32 | 17.08 | 25.27 | 19.50 | 6.59 | 25.20 | 44.09 | 31.63 | 29.51 | 70.35 | 15.54 |
| Yield(%) | 0.00 | 0.62 | 0.74 | 0.57 | 1.26 | 0.76 | 0.32 | … | … | 0.00 | 0.68 | 0.86 | 0.87 | 0.52 | 0.27 | 1.05 | 1.33 | 1.32 | 1.50 | 0.97 | 0.19 | 0.00 | 0.00 | 0.00 | 1.74 | 0.28 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 06/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGAEX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS A) |
-26.59%
Nov 2007 – Nov 2010 |
-22.21%
Oct 2007 – Oct 2012 |
-8.60%
Dec 2007 – Dec 2017 |
-3.34%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGAEX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS A) |
31.76%
Oct 2018 – Oct 2021 |
19.93%
Oct 2016 – Oct 2021 |
11.43%
May 2016 – May 2026 |
5.52%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart