Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSGCX (CALVERT BALANCED PORTFOLIO CLASS C) | 3.78% | 13.26% | 13.75% | 5.34% | 7.71% | 7.42% | 5.87% | … | … |
Data as of 06/04/2026, Common starting date is 03/18/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSGCX (CALVERT BALANCED PORTFOLIO CLASS C) | 03/18/1994 | 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 (%) | -0.11 | 13.26 | 13.75 | 5.34 | 7.71 | 7.42 | 5.87 | … | … | 3.78 | 10.49 | 18.05 | 15.48 | -16.80 | 5.85 | 12.82 | 22.83 | -3.48 | 10.66 | 6.63 | -3.60 | 8.91 | 16.32 | 9.91 | 2.43 | 10.05 | 22.78 | -29.65 | 2.36 | 7.35 | 4.19 | 6.85 | 16.22 | -13.33 | -6.35 | -3.39 | 5.76 | 16.33 | 17.50 | 0.74 | 10.32 | -6.38 |
| Sharpe Ratio | NA | 1.39 | 1.10 | 0.25 | 0.54 | NA | NA | … | … | 0.75 | 0.65 | 1.59 | 1.44 | -1.22 | 0.51 | 0.62 | 3.22 | -0.51 | 2.54 | 0.83 | -0.41 | 1.39 | 2.41 | 1.28 | 0.18 | 0.97 | 1.51 | -1.47 | -0.09 | 0.60 | 0.30 | 0.84 | 1.57 | -1.04 | -0.63 | -0.51 | 0.19 | 1.06 | 1.31 | -0.28 | 0.48 | -0.57 |
| Standard Deviation(%) | NA | 8.44 | 9.99 | 11.35 | 11.31 | NA | NA | … | … | 10.01 | 11.75 | 9.10 | 8.31 | 15.01 | 11.39 | 20.32 | 6.63 | 9.56 | 3.96 | 7.78 | 8.96 | 6.40 | 6.75 | 7.75 | 13.39 | 10.31 | 14.98 | 20.81 | 8.76 | 6.60 | 6.48 | 7.02 | 9.88 | 13.98 | 14.31 | 14.82 | 12.73 | 12.13 | 10.52 | 10.35 | 13.30 | 19.90 |
| Draw Down(%) | NA | 7.85 | 11.91 | 25.73 | 25.73 | NA | NA | … | … | 7.85 | 11.91 | 4.99 | 7.17 | 20.19 | 7.01 | 23.82 | 2.85 | 11.83 | 1.58 | 6.32 | 9.20 | 4.15 | 4.33 | 5.63 | 10.22 | 9.29 | 13.67 | 35.38 | 6.01 | 5.03 | 4.20 | 5.21 | 7.60 | 20.77 | 19.23 | 11.11 | 9.53 | 15.28 | 6.44 | 8.45 | 11.40 | 18.08 |
| Yield(%) | 0.00 | 4.42 | 4.30 | 2.40 | 3.41 | 4.43 | 3.71 | … | … | 0.11 | 4.48 | 5.36 | 2.00 | 0.48 | 0.04 | 0.31 | 3.43 | 4.23 | 7.81 | 1.85 | 10.48 | 1.54 | 13.44 | 0.05 | 0.15 | 0.19 | 0.59 | 0.94 | 6.53 | 0.80 | 0.34 | 0.51 | 0.49 | 1.04 | 1.50 | 9.33 | 7.36 | 11.99 | 12.90 | 1.44 | 1.90 | 2.54 |
Data as of 06/04/2026, Common starting date is 03/18/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGCX (CALVERT BALANCED PORTFOLIO CLASS C) |
-11.08%
Feb 2006 – Feb 2009 |
-4.93%
Feb 2004 – Feb 2009 |
-2.51%
Feb 1999 – Feb 2009 |
1.52%
Apr 1994 – Apr 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSGCX (CALVERT BALANCED PORTFOLIO CLASS C) |
17.04%
Feb 2009 – Feb 2012 |
14.18%
Feb 2009 – Feb 2014 |
9.44%
Feb 2009 – Feb 2019 |
8.47%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart