Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/29/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGAYX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS Y) | NA | 24.92% | 3.66% | 6.08% | NA | NA | NA | 0.35% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGAYX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS Y) | 08/01/2011 | 12/29/2017 |
The return data shown below all have the same latest date: 12/29/2017.
AR inception is since 08/01/2011.
AR inception is since 08/01/2011.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 24.92 | 3.66 | 6.08 | NA | NA | NA | 0.35 | 24.92 | -7.53 | -3.01 | -10.48 | 33.97 | 8.26 | -29.78 |
| Sharpe Ratio | NA | 3.12 | 0.20 | 0.40 | NA | NA | NA | 0.01 | 3.13 | -0.39 | -0.16 | -0.79 | 2.61 | 0.44 | -1.31 |
| Standard Deviation(%) | NA | 7.78 | 16.71 | 15.48 | NA | NA | NA | 19.09 | 7.80 | 19.87 | 19.25 | 13.27 | 13.03 | 18.63 | 43.46 |
| Draw Down(%) | NA | 3.32 | 28.36 | 32.45 | NA | NA | NA | 37.94 | 3.32 | 17.07 | 25.23 | 19.42 | 6.52 | 25.24 | 33.07 |
| Yield(%) | 0.00 | 0.00 | 0.52 | 0.38 | 0.14 | 0.10 | 0.07 | 0.24 | 0.00 | 1.16 | 0.46 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGAYX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS Y) |
-7.51%
Nov 2013 - Nov 2016 |
0.29%
Oct 2011 - Oct 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGAYX (CALVERT GLOBAL ENERGY SOLUTIONS FUND CLASS Y) |
14.99%
May 2012 - May 2015 |
8.58%
Jul 2012 - Jul 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart