Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSCCX (CALVERT SMALL CAP FUND CLASS C) | 1.90% | -1.88% | 3.85% | 0.32% | 6.89% | 7.98% | 6.16% | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSCCX (CALVERT SMALL CAP FUND CLASS C) | 05/02/2005 | 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 (%) | -0.63 | -1.88 | 3.85 | 0.32 | 6.89 | 7.98 | 6.16 | … | … | 1.90 | -6.95 | 11.11 | 10.59 | -16.79 | 18.93 | 13.81 | 25.05 | -7.63 | 12.59 | 19.11 | -1.83 | 6.30 | 39.73 | 14.29 | -5.98 | 21.96 | 19.78 | -34.43 | -3.23 | 18.82 | 4.19 |
| Sharpe Ratio | NA | -0.30 | 0.05 | -0.12 | 0.27 | NA | NA | … | … | 0.05 | -0.50 | 0.46 | 0.44 | -0.74 | 1.06 | 0.36 | 1.83 | -0.58 | 1.14 | 1.10 | -0.12 | 0.47 | 2.92 | 0.88 | -0.19 | 0.95 | 0.62 | -0.86 | -0.36 | 1.15 | 0.30 |
| Standard Deviation(%) | NA | 16.19 | 17.40 | 18.90 | 20.06 | NA | NA | … | … | 16.63 | 19.92 | 16.25 | 15.99 | 24.62 | 17.77 | 37.47 | 12.92 | 15.67 | 10.49 | 17.19 | 15.20 | 13.50 | 13.59 | 16.33 | 32.01 | 22.94 | 31.51 | 41.12 | 17.66 | 13.43 | 13.02 |
| Draw Down(%) | NA | 13.29 | 22.25 | 25.66 | 36.33 | NA | NA | … | … | 13.29 | 18.94 | 7.99 | 18.22 | 24.41 | 9.45 | 36.33 | 6.74 | 22.33 | 5.54 | 12.10 | 10.65 | 11.72 | 5.10 | 12.66 | 27.64 | 20.47 | 26.61 | 48.84 | 13.38 | 10.17 | 9.85 |
| Yield(%) | 0.00 | 14.74 | 6.16 | 4.89 | 6.33 | 7.78 | 6.10 | … | … | 0.00 | 14.36 | 1.80 | 0.00 | 1.42 | 9.04 | 0.00 | 1.56 | 5.32 | 15.30 | 1.88 | 9.13 | 12.97 | 15.26 | 3.57 | 0.00 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 |
Data as of 06/04/2026, Common starting date is 05/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSCCX (CALVERT SMALL CAP FUND CLASS C) |
-15.82%
Feb 2006 – Feb 2009 |
-3.74%
Aug 2005 – Aug 2010 |
4.27%
Jan 2006 – Jan 2016 |
5.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSCCX (CALVERT SMALL CAP FUND CLASS C) |
21.60%
Feb 2009 – Feb 2012 |
21.21%
Feb 2009 – Feb 2014 |
14.68%
Feb 2009 – Feb 2019 |
11.94%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart