Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMPCX (Calvert Small/Mid-Cap C) | 3.70% | -0.41% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/19/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMPCX (Calvert Small/Mid-Cap C) | 09/19/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | -0.41 | NA | NA | NA | NA | NA | … | … | 3.70 | -6.26 | 9.39 | 7.46 |
| Sharpe Ratio | NA | -0.25 | NA | NA | NA | NA | NA | … | … | 0.14 | -0.48 | 0.41 | 1.63 |
| Standard Deviation(%) | NA | 15.13 | NA | NA | NA | NA | NA | … | … | 15.62 | 18.94 | 14.22 | 15.49 |
| Draw Down(%) | NA | 11.80 | NA | NA | NA | NA | NA | … | … | 11.80 | 18.45 | 7.48 | 9.05 |
| Yield(%) | 0.00 | 5.06 | 5.26 | 3.16 | 1.58 | 1.05 | 0.79 | … | … | 0.00 | 4.97 | 9.10 | 0.84 |
Data as of 06/09/2026, Common starting date is 09/19/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMPCX (Calvert Small/Mid-Cap C) |
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 |
|---|---|---|---|---|
| CMPCX (Calvert Small/Mid-Cap C) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart