Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CRFAX (Calvert Fund - Calvert Focused Value Fund) | -2.46% | -2.64% | 5.43% | NA | NA | NA | NA | 4.29% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRFAX (Calvert Fund - Calvert Focused Value Fund) | 04/29/2022 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 04/29/2022.
AR inception is since 04/29/2022.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.72 | -2.64 | 5.43 | NA | NA | NA | NA | 4.29 | -2.46 | 8.66 | 8.64 | -1.49 |
| Sharpe Ratio | NA | -0.42 | -0.02 | NA | NA | NA | NA | -0.02 | -0.54 | 0.16 | 0.33 | -0.19 |
| Standard Deviation(%) | NA | 16.88 | 16.57 | NA | NA | NA | NA | 16.56 | 22.45 | 12.80 | 13.33 | 21.77 |
| Draw Down(%) | NA | 20.81 | 20.81 | NA | NA | NA | NA | 20.81 | 16.08 | 10.16 | 14.45 | 14.14 |
| Yield(%) | 0.00 | 1.06 | 0.76 | 0.44 | 0.22 | 0.15 | 0.11 | 0.74 | 0.00 | 1.15 | 0.90 | 0.11 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRFAX (Calvert Fund - Calvert Focused Value Fund) |
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 |
|---|---|---|---|---|
| CRFAX (Calvert Fund - Calvert Focused Value Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart