Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGAFX (CALVERT GREEN BOND FUND CLASS A) | -0.20% | 4.74% | 4.30% | 0.17% | 1.67% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGAFX (CALVERT GREEN BOND FUND CLASS A) | 11/04/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 4.74 | 4.30 | 0.17 | 1.67 | NA | NA | … | … | -0.20 | 7.19 | 1.74 | 6.65 | -13.01 | -1.91 | 6.98 | 8.04 | 0.29 | 3.01 | 3.67 | -0.26 | 4.97 | -0.72 |
| Sharpe Ratio | NA | 0.72 | 0.32 | -0.47 | 0.02 | NA | NA | … | … | -0.60 | 1.11 | -0.39 | 0.47 | -2.54 | -0.78 | 1.49 | 2.26 | -0.54 | 1.19 | 1.43 | -0.09 | 2.25 | -1.86 |
| Standard Deviation(%) | NA | 3.49 | 4.76 | 4.94 | 4.05 | NA | NA | … | … | 3.81 | 3.88 | 4.85 | 6.38 | 5.70 | 2.49 | 4.50 | 2.90 | 2.03 | 1.99 | 2.42 | 3.37 | 2.20 | 2.48 |
| Draw Down(%) | NA | 2.75 | 4.93 | 17.37 | 17.40 | NA | NA | … | … | 2.75 | 2.26 | 3.57 | 6.25 | 15.79 | 2.56 | 9.05 | 1.87 | 2.18 | 1.05 | 2.82 | 2.85 | 0.98 | 0.72 |
| Yield(%) | 0.00 | 3.28 | 3.32 | 2.42 | 2.40 | 1.95 | 1.47 | … | … | 1.13 | 3.55 | 3.21 | 2.90 | 1.67 | 1.66 | 1.84 | 2.54 | 1.99 | 2.40 | 2.87 | 1.65 | 2.11 | 0.08 |
Data as of 06/03/2026, Common starting date is 11/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGAFX (CALVERT GREEN BOND FUND CLASS A) |
-5.03%
Oct 2020 – Oct 2023 |
-0.54%
Oct 2017 – Oct 2022 |
1.17%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGAFX (CALVERT GREEN BOND FUND CLASS A) |
5.59%
Oct 2022 – Oct 2025 |
4.36%
Dec 2015 – Dec 2020 |
2.08%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart