Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSECX (CALVERT EQUITY PORTFOLIO CLASS C) | -8.82% | -6.01% | 5.60% | 0.70% | 8.82% | 9.14% | 7.87% | … | … |
Data as of 06/04/2026, Common starting date is 12/16/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSECX (CALVERT EQUITY PORTFOLIO CLASS C) | 12/16/1994 | 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | -6.01 | 5.60 | 0.70 | 8.82 | 9.14 | 7.87 | … | … | -8.82 | 7.21 | 7.48 | 17.06 | -23.40 | 19.41 | 17.64 | 35.38 | 4.30 | 24.82 | 1.73 | 3.03 | 10.26 | 29.57 | 14.69 | -2.97 | 16.34 | 32.27 | -35.85 | 9.18 | 9.32 | 3.37 | 5.88 | 21.33 | -15.63 | -0.31 | 10.67 | 22.21 | 9.76 | 17.80 | 12.06 | 8.72 | -1.41 |
| Sharpe Ratio | NA | -0.59 | 0.20 | -0.10 | 0.41 | NA | NA | … | … | -1.55 | 0.28 | 0.36 | 1.03 | -0.96 | 1.27 | 0.54 | 2.75 | 0.18 | 3.66 | 0.12 | 0.20 | 0.89 | 2.65 | 1.05 | -0.12 | 0.91 | 1.20 | -0.94 | 0.41 | 0.56 | 0.10 | 0.42 | 1.19 | -0.69 | -0.14 | 0.31 | 1.09 | 0.29 | 0.79 | 0.53 | 0.28 | -3.57 |
| Standard Deviation(%) | NA | 12.44 | 13.29 | 16.95 | 17.57 | NA | NA | … | … | 14.23 | 15.71 | 10.88 | 13.08 | 25.95 | 15.25 | 32.18 | 12.31 | 16.24 | 6.63 | 12.35 | 14.85 | 11.55 | 11.14 | 14.04 | 24.81 | 17.85 | 26.74 | 38.98 | 14.82 | 10.64 | 10.81 | 11.71 | 17.32 | 24.28 | 19.65 | 21.05 | 17.26 | 22.03 | 17.88 | 15.77 | 16.90 | 10.37 |
| Draw Down(%) | NA | 14.26 | 15.00 | 29.60 | 30.55 | NA | NA | … | … | 14.26 | 15.00 | 5.55 | 12.22 | 26.00 | 9.59 | 30.55 | 5.13 | 14.46 | 2.70 | 9.36 | 11.50 | 6.43 | 5.14 | 11.62 | 20.69 | 15.88 | 24.89 | 45.49 | 7.91 | 8.54 | 6.84 | 8.82 | 14.87 | 28.76 | 23.78 | 10.19 | 13.92 | 30.34 | 10.55 | 13.09 | 11.34 | 1.97 |
| Yield(%) | 0.00 | 45.11 | 23.10 | 12.19 | 13.15 | 12.07 | 9.83 | … | … | 0.00 | 47.15 | 18.40 | 3.97 | 0.00 | 0.00 | 0.00 | 6.74 | 13.89 | 14.79 | 15.67 | 28.60 | 13.23 | 6.49 | 0.21 | 5.83 | 0.00 | 0.00 | 6.04 | 7.67 | 5.16 | 1.99 | 0.00 | 0.00 | 0.09 | 3.17 | 6.10 | 7.62 | 0.06 | 15.80 | 0.00 | 0.10 | 0.49 |
Data as of 06/04/2026, Common starting date is 12/16/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSECX (CALVERT EQUITY PORTFOLIO CLASS C) |
-14.05%
Feb 2006 – Feb 2009 |
-6.81%
Feb 2004 – Feb 2009 |
-0.41%
Feb 1999 – Feb 2009 |
4.54%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSECX (CALVERT EQUITY PORTFOLIO CLASS C) |
25.19%
Feb 2009 – Feb 2012 |
21.45%
Feb 2009 – Feb 2014 |
16.09%
Feb 2009 – Feb 2019 |
13.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart