Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSIFX (CALVERT BALANCED PORTFOLIO CLASS A) | 3.92% | 14.26% | 14.53% | 7.94% | 9.57% | 8.86% | 7.21% | … | … |
Data as of 06/03/2026, Common starting date is 04/07/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSIFX (CALVERT BALANCED PORTFOLIO CLASS A) | 04/07/1983 | 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 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 14.26 | 14.53 | 7.94 | 9.57 | 8.86 | 7.21 | … | … | 3.92 | 11.32 | 18.96 | 16.35 | -15.33 | 14.30 | 15.45 | 23.71 | -2.75 | 11.53 | 7.33 | -2.80 | 9.74 | 17.24 | 10.84 | 3.28 | 10.98 | 23.94 | -28.98 | 3.26 | 8.44 | 5.18 | 7.85 | 17.49 | -12.45 | -5.37 | -2.41 | 6.80 | 17.57 | 18.84 | 9.04 | 11.84 | -5.44 | 5.15 | 5.98 | 17.76 | -1.14 | 16.80 | 10.16 | 2.07 | 16.70 | 25.73 | 6.78 | 4.29 |
| Sharpe Ratio | NA | 1.50 | 1.19 | 0.50 | 0.72 | NA | NA | … | … | 0.83 | 0.72 | 1.68 | 1.54 | -1.13 | 1.60 | 0.75 | 3.35 | -0.43 | 2.75 | 0.92 | -0.31 | 1.52 | 2.55 | 1.40 | 0.24 | 1.06 | 1.59 | -1.43 | 0.01 | 0.77 | 0.45 | 0.97 | 1.70 | -0.96 | -0.56 | -0.45 | 0.27 | 1.16 | 1.43 | 0.64 | 0.60 | -1.31 | 0.60 | 0.70 | 2.33 | -0.92 | 1.94 | 0.71 | -0.16 | 1.21 | 2.41 | -0.02 | -0.06 |
| Standard Deviation(%) | NA | 8.43 | 9.99 | 10.88 | 11.07 | NA | NA | … | … | 10.01 | 11.75 | 9.12 | 8.29 | 14.94 | 8.92 | 20.29 | 6.64 | 9.61 | 3.97 | 7.76 | 8.97 | 6.40 | 6.74 | 7.75 | 13.37 | 10.30 | 14.99 | 20.82 | 8.75 | 6.58 | 6.47 | 7.06 | 9.88 | 14.10 | 14.30 | 14.84 | 12.79 | 12.12 | 10.58 | 8.31 | 13.20 | 6.51 | 4.95 | 4.95 | 5.91 | 7.19 | 5.59 | 7.39 | 12.98 | 10.13 | 8.40 | 17.35 | 9.35 |
| Draw Down(%) | NA | 7.71 | 11.86 | 19.96 | 23.76 | NA | NA | … | … | 7.71 | 11.86 | 4.95 | 7.00 | 19.72 | 3.45 | 23.76 | 2.84 | 11.61 | 1.54 | 6.24 | 8.93 | 4.04 | 4.24 | 5.56 | 10.10 | 9.07 | 13.51 | 34.83 | 5.84 | 4.84 | 4.04 | 4.80 | 7.44 | 20.13 | 18.69 | 10.87 | 9.34 | 15.04 | 6.34 | 6.44 | 11.31 | 8.43 | 4.28 | 3.85 | 2.36 | 8.31 | 3.42 | 3.96 | 19.46 | 11.02 | 6.67 | 13.88 | 9.84 |
| Yield(%) | 0.00 | 5.00 | 4.98 | 4.59 | 5.48 | 6.12 | 5.18 | … | … | 0.28 | 5.06 | 5.96 | 2.69 | 1.92 | 8.17 | 2.71 | 4.13 | 4.84 | 8.36 | 2.40 | 10.87 | 2.32 | 13.89 | 0.86 | 1.02 | 1.09 | 1.58 | 1.74 | 7.33 | 1.73 | 1.30 | 1.53 | 1.45 | 1.99 | 2.54 | 10.18 | 8.26 | 12.95 | 13.99 | 9.48 | 3.02 | 3.03 | 3.23 | 3.63 | 4.42 | 4.73 | 3.57 | 5.43 | 3.06 | 2.70 | 5.40 | 5.43 | 2.62 |
Data as of 06/03/2026, Common starting date is 04/07/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIFX (CALVERT BALANCED PORTFOLIO CLASS A) |
-10.24%
Feb 2006 – Feb 2009 |
-4.02%
Feb 2004 – Feb 2009 |
-1.55%
Feb 1999 – Feb 2009 |
2.09%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSIFX (CALVERT BALANCED PORTFOLIO CLASS A) |
23.18%
Jul 1984 – Jul 1987 |
15.96%
Jul 1984 – Jul 1989 |
10.73%
Oct 1983 – Oct 1993 |
10.75%
Jun 1984 – Jun 1999 |
Annualized Rolling Returns Comparison Chart