Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/20/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CGECX (Calvert Fund - Calvert Global Real Estate Fund) | NA | 13.51% | NA | NA | NA | NA | NA | -1.36% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGECX (Calvert Fund - Calvert Global Real Estate Fund) | 04/29/2022 | 12/20/2024 |
The return data shown below all have the same latest date: 12/20/2024.
AR inception is since 04/29/2022.
AR inception is since 04/29/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.51 | NA | NA | NA | NA | NA | -1.36 | 10.97 | 10.08 | -20.35 |
| Sharpe Ratio | NA | 0.55 | NA | NA | NA | NA | NA | -0.32 | 0.36 | 0.34 | -1.28 |
| Standard Deviation(%) | NA | 12.64 | NA | NA | NA | NA | NA | 17.75 | 12.66 | 17.04 | 23.99 |
| Draw Down(%) | NA | 8.51 | NA | NA | NA | NA | NA | 28.31 | 7.75 | 19.07 | 28.31 |
| Yield(%) | 0.00 | 1.42 | 1.13 | 0.68 | 0.34 | 0.23 | 0.17 | 1.70 | 1.21 | 1.54 | 1.15 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGECX (Calvert Fund - Calvert Global Real Estate Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGECX (Calvert Fund - Calvert Global Real Estate Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart