Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSIEX (CALVERT EQUITY PORTFOLIO CLASS A) | -9.67% | -6.94% | 5.72% | 2.56% | 10.42% | 10.33% | 9.04% | … | … |
Data as of 06/03/2026, Common starting date is 08/25/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSIEX (CALVERT EQUITY PORTFOLIO CLASS A) | 08/25/1987 | 06/03/2026 |
| 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 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | -6.94 | 5.72 | 2.56 | 10.42 | 10.33 | 9.04 | … | … | -9.67 | 7.27 | 8.35 | 17.93 | -20.23 | 24.28 | 20.93 | 36.46 | 5.03 | 25.78 | 2.47 | 3.76 | 11.08 | 30.43 | 15.52 | -2.23 | 17.23 | 33.41 | -35.38 | 10.01 | 10.14 | 4.16 | 6.69 | 22.31 | -14.93 | 0.67 | 11.56 | 23.25 | 10.89 | 19.00 | 21.68 | 10.40 | -17.74 | 1.61 | 8.38 | 21.95 | -4.87 | 27.22 | 14.76 | -14.21 |
| Sharpe Ratio | NA | -0.62 | 0.24 | 0.01 | 0.52 | NA | NA | … | … | -1.55 | 0.28 | 0.43 | 1.10 | -0.87 | 1.75 | 0.65 | 2.85 | 0.23 | 3.82 | 0.18 | 0.25 | 0.96 | 2.72 | 1.11 | -0.09 | 0.96 | 1.25 | -0.93 | 0.47 | 0.64 | 0.18 | 0.49 | 1.25 | -0.66 | -0.09 | 0.35 | 1.15 | 0.34 | 0.93 | 1.34 | 0.41 | -1.60 | -0.07 | 0.68 | 1.63 | -0.98 | 2.42 | 0.99 | -0.71 |
| Standard Deviation(%) | NA | 12.28 | 13.25 | 16.39 | 17.26 | NA | NA | … | … | 14.18 | 15.60 | 10.89 | 13.11 | 24.98 | 13.88 | 31.93 | 12.30 | 16.25 | 6.61 | 12.29 | 14.85 | 11.52 | 11.16 | 14.04 | 24.84 | 17.84 | 26.72 | 38.98 | 14.82 | 10.63 | 10.81 | 11.71 | 17.33 | 24.29 | 19.61 | 21.04 | 17.23 | 22.01 | 16.48 | 13.31 | 15.78 | 13.02 | 7.56 | 8.54 | 11.01 | 10.50 | 8.80 | 9.94 | 55.45 |
| Draw Down(%) | NA | 14.12 | 14.87 | 26.79 | 30.50 | NA | NA | … | … | 14.12 | 14.87 | 5.50 | 12.05 | 25.56 | 6.57 | 30.50 | 5.11 | 14.31 | 2.63 | 9.27 | 11.42 | 6.40 | 5.10 | 11.51 | 20.55 | 15.76 | 24.70 | 45.31 | 7.83 | 8.40 | 6.74 | 8.44 | 14.72 | 28.41 | 23.49 | 10.11 | 13.73 | 30.07 | 10.36 | 12.89 | 10.91 | 20.89 | 6.10 | 8.92 | 5.88 | 16.10 | 5.71 | 5.02 | 25.66 |
| Yield(%) | 0.00 | 19.18 | 11.24 | 6.48 | 8.90 | 9.64 | 8.57 | … | … | 0.00 | 20.07 | 8.79 | 2.07 | 0.00 | 0.00 | 0.00 | 3.82 | 8.48 | 9.34 | 10.56 | 21.26 | 10.17 | 5.20 | 0.18 | 4.67 | 0.00 | 0.15 | 5.04 | 6.53 | 4.45 | 1.74 | 0.00 | 0.00 | 0.08 | 2.87 | 5.59 | 7.08 | 0.06 | 15.11 | 7.52 | 0.31 | 0.19 | 1.30 | 0.83 | 1.39 | 2.08 | 1.79 | 2.40 | 0.53 |
Data as of 06/03/2026, Common starting date is 08/25/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIEX (CALVERT EQUITY PORTFOLIO CLASS A) |
-13.40%
Feb 2006 – Feb 2009 |
-6.10%
Feb 2004 – Feb 2009 |
0.39%
Feb 1999 – Feb 2009 |
2.84%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIEX (CALVERT EQUITY PORTFOLIO CLASS A) |
27.05%
Dec 2018 – Dec 2021 |
22.36%
Feb 2009 – Feb 2014 |
17.03%
Dec 2011 – Dec 2021 |
15.39%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart