Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMJIX (Calvert US Mid Cap Core Responsible Inde) | 16.15% | 26.50% | 16.82% | 7.38% | 11.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMJIX (Calvert US Mid Cap Core Responsible Inde) | 11/05/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.41 | 26.50 | 16.82 | 7.38 | 11.91 | NA | NA | … | … | 16.15 | 6.42 | 12.53 | 15.25 | -19.10 | 21.27 | 24.04 | 31.05 | -9.20 | 19.14 | 15.13 | -3.59 |
| Sharpe Ratio | NA | 1.59 | 0.83 | 0.24 | 0.52 | NA | NA | … | … | 2.15 | 0.19 | 0.64 | 0.72 | -0.77 | 1.36 | 0.65 | 2.10 | -0.63 | 2.17 | 0.98 | -1.45 |
| Standard Deviation(%) | NA | 14.02 | 16.03 | 18.59 | 19.65 | NA | NA | … | … | 15.91 | 19.13 | 13.81 | 16.22 | 26.60 | 15.59 | 36.57 | 14.08 | 16.78 | 8.54 | 15.28 | 14.98 |
| Draw Down(%) | NA | 9.37 | 21.46 | 28.13 | 38.09 | NA | NA | … | … | 9.37 | 19.44 | 7.34 | 15.88 | 26.44 | 7.69 | 38.09 | 7.96 | 22.33 | 3.99 | 12.51 | 5.81 |
| Yield(%) | 0.00 | 4.78 | 2.82 | 2.20 | 3.71 | 2.55 | 1.91 | … | … | 0.00 | 4.82 | 1.28 | 1.21 | 0.79 | 3.33 | 3.12 | 2.38 | 2.80 | 3.28 | 2.27 | 0.33 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CMJIX (Calvert US Mid Cap Core Responsible Inde) |
-0.06%
Mar 2017 – Mar 2020 |
5.28%
Mar 2021 – Mar 2026 |
10.71%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMJIX (Calvert US Mid Cap Core Responsible Inde) |
25.39%
Dec 2018 – Dec 2021 |
17.81%
Oct 2016 – Oct 2021 |
12.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart