Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMAAX (CALVERT MODERATE ALLOCATION FUND CLASS A) | 7.68% | 17.61% | 12.69% | 5.11% | 7.78% | 7.40% | 6.19% | … | … |
Data as of 06/03/2026, Common starting date is 05/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMAAX (CALVERT MODERATE ALLOCATION FUND CLASS A) | 05/02/2005 | 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | 17.61 | 12.69 | 5.11 | 7.78 | 7.40 | 6.19 | … | … | 7.68 | 12.70 | 10.06 | 12.87 | -15.65 | 7.80 | 11.76 | 21.19 | -5.14 | 15.08 | 6.73 | -0.35 | 6.01 | 18.37 | 13.04 | -0.28 | 10.21 | 21.93 | -29.05 | 5.50 | 10.11 | 6.79 |
| Sharpe Ratio | NA | 1.74 | 1.01 | 0.24 | 0.54 | NA | NA | … | … | 1.57 | 0.90 | 0.79 | 1.09 | -1.20 | 0.93 | 0.56 | 2.75 | -0.49 | 3.56 | 0.70 | -0.04 | 0.84 | 2.44 | 1.47 | -0.02 | 0.86 | 1.27 | -1.23 | 0.23 | 0.88 | 1.31 |
| Standard Deviation(%) | NA | 8.79 | 9.63 | 10.48 | 11.33 | NA | NA | … | … | 10.91 | 10.97 | 8.14 | 8.50 | 14.25 | 8.39 | 20.37 | 7.18 | 13.34 | 4.06 | 9.29 | 9.73 | 7.16 | 7.53 | 8.89 | 15.35 | 11.83 | 17.19 | 24.28 | 10.18 | 7.65 | 5.98 |
| Draw Down(%) | NA | 7.33 | 11.26 | 24.35 | 24.42 | NA | NA | … | … | 7.33 | 11.18 | 4.42 | 9.92 | 21.43 | 3.79 | 24.42 | 3.62 | 12.37 | 1.15 | 7.82 | 8.44 | 5.36 | 5.58 | 7.72 | 13.31 | 9.76 | 18.17 | 37.45 | 6.62 | 7.24 | 3.76 |
| Yield(%) | 0.00 | 4.79 | 5.06 | 3.31 | 4.43 | 5.06 | 4.40 | … | … | 0.28 | 4.92 | 3.21 | 7.06 | 1.51 | 1.85 | 1.26 | 5.06 | 5.24 | 5.05 | 5.19 | 11.11 | 5.98 | 4.48 | 1.25 | 1.86 | 0.90 | 1.40 | 3.96 | 3.84 | 2.14 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMAAX (CALVERT MODERATE ALLOCATION FUND CLASS A) |
-10.94%
Feb 2006 – Feb 2009 |
-0.37%
May 2007 – May 2012 |
3.83%
Feb 2006 – Feb 2016 |
3.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMAAX (CALVERT MODERATE ALLOCATION FUND CLASS A) |
17.83%
Feb 2009 – Feb 2012 |
15.50%
Feb 2009 – Feb 2014 |
10.52%
Feb 2009 – Feb 2019 |
8.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart