Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMJAX (Calvert US Mid Cap Core Responsible Inde) | 15.41% | 25.47% | 16.32% | 7.14% | 11.62% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMJAX (Calvert US Mid Cap Core Responsible Inde) | 11/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 25.47 | 16.32 | 7.14 | 11.62 | NA | NA | … | … | 15.41 | 9.14 | 12.24 | 15.00 | -19.31 | 20.96 | 23.72 | 30.69 | -9.49 | 18.71 | 14.73 | -3.65 |
| Sharpe Ratio | NA | 1.57 | 0.82 | 0.22 | 0.50 | NA | NA | … | … | 2.13 | 0.33 | 0.62 | 0.71 | -0.78 | 1.34 | 0.64 | 2.08 | -0.65 | 2.12 | 0.95 | -1.46 |
| Standard Deviation(%) | NA | 13.96 | 16.03 | 18.60 | 19.66 | NA | NA | … | … | 15.89 | 18.75 | 13.79 | 16.23 | 26.62 | 15.62 | 36.59 | 14.08 | 16.82 | 8.54 | 15.29 | 15.09 |
| Draw Down(%) | NA | 9.39 | 21.53 | 28.23 | 38.09 | NA | NA | … | … | 9.39 | 19.49 | 7.36 | 15.94 | 26.52 | 7.69 | 38.09 | 7.99 | 22.42 | 4.00 | 12.51 | 5.86 |
| Yield(%) | 0.00 | 4.59 | 2.56 | 2.02 | 3.42 | 2.32 | 1.74 | … | … | 0.00 | 4.62 | 1.00 | 0.96 | 0.64 | 3.15 | 2.92 | 2.02 | 2.59 | 3.22 | 2.12 | 0.28 |
Data as of 06/03/2026, Common starting date is 11/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMJAX (Calvert US Mid Cap Core Responsible Inde) |
-0.35%
Mar 2017 – Mar 2020 |
5.01%
Mar 2021 – Mar 2026 |
10.39%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMJAX (Calvert US Mid Cap Core Responsible Inde) |
25.06%
Dec 2018 – Dec 2021 |
17.46%
Oct 2016 – Oct 2021 |
11.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart