Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMACX (CALVERT MODERATE ALLOCATION FUND CLASS C) | 7.59% | 16.69% | 11.95% | 4.23% | 6.94% | 6.66% | 5.39% | … | … |
Data as of 06/04/2026, Common starting date is 06/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMACX (CALVERT MODERATE ALLOCATION FUND CLASS C) | 06/13/2005 | 06/04/2026 |
| 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 (%) | 0.56 | 16.69 | 11.95 | 4.23 | 6.94 | 6.66 | 5.39 | … | … | 7.59 | 11.89 | 9.23 | 12.04 | -16.27 | 6.77 | 10.95 | 20.27 | -5.89 | 14.26 | 5.92 | -1.10 | 5.21 | 17.55 | 12.15 | -0.97 | 9.38 | 20.96 | -29.63 | 4.72 | 9.19 | 3.97 |
| Sharpe Ratio | NA | 1.65 | 0.93 | 0.16 | 0.47 | NA | NA | … | … | 1.49 | 0.82 | 0.69 | 0.99 | -1.24 | 0.80 | 0.52 | 2.62 | -0.55 | 3.38 | 0.61 | -0.12 | 0.73 | 2.33 | 1.37 | -0.06 | 0.79 | 1.21 | -1.26 | 0.15 | 0.76 | 0.78 |
| Standard Deviation(%) | NA | 8.75 | 9.63 | 10.50 | 11.33 | NA | NA | … | … | 10.84 | 10.97 | 8.18 | 8.50 | 14.28 | 8.45 | 20.36 | 7.16 | 13.37 | 4.04 | 9.29 | 9.73 | 7.11 | 7.51 | 8.93 | 15.41 | 11.78 | 17.22 | 24.28 | 10.19 | 7.58 | 6.10 |
| Draw Down(%) | NA | 7.37 | 11.45 | 25.01 | 25.01 | NA | NA | … | … | 7.37 | 11.28 | 4.43 | 10.10 | 21.89 | 4.09 | 24.50 | 3.69 | 13.00 | 1.21 | 7.91 | 8.65 | 5.53 | 5.60 | 7.81 | 13.52 | 9.94 | 18.33 | 37.89 | 6.68 | 7.29 | 3.78 |
| Yield(%) | 0.00 | 4.34 | 4.58 | 2.84 | 3.83 | 4.49 | 3.77 | … | … | 0.11 | 4.46 | 2.64 | 6.72 | 1.03 | 1.38 | 0.87 | 4.51 | 4.80 | 4.50 | 4.76 | 11.11 | 5.77 | 4.21 | 0.90 | 1.32 | 0.55 | 0.85 | 3.30 | 3.11 | 1.59 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMACX (CALVERT MODERATE ALLOCATION FUND CLASS C) |
-11.64%
Feb 2006 – Feb 2009 |
-1.14%
May 2007 – May 2012 |
3.04%
Feb 2006 – Feb 2016 |
3.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMACX (CALVERT MODERATE ALLOCATION FUND CLASS C) |
16.95%
Feb 2009 – Feb 2012 |
14.63%
Feb 2009 – Feb 2014 |
9.70%
Feb 2009 – Feb 2019 |
8.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart