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COIIX: CALVERT INTERNATIONAL OPPORTUNITIES FUND CLASS I (MUTUAL FUND)
Basic Info 18.67 0.35(1.84%) June 05
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 06/06/2007 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 3.44% |
| Expenses | 1.07% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.1 | 4.5 | 5.6 | 7.5 | -1.2 | 5.7 | 5.7 | 4.2 | 13.8 | -1.5 | 13.0 | -26.7 | 7.1 | 14.0 | 26.1 | -14.6 | 38.5 | 1.0 | 2.3 | -4.2 | 28.2 | 25.5 | -17.6 | 13.5 | 35.4 | -43.6 | 5.6 |
| Sharpe Ratio | NA | 1.04 | 0.54 | 0.41 | -0.18 | 0.25 | NA | 0.17 | 0.76 | -0.38 | 0.66 | -1.12 | 0.5 | 0.46 | 2.27 | -1.17 | 5.42 | 0.04 | 0.16 | -0.4 | 2.45 | 1.56 | -0.7 | 0.7 | 1.42 | -1.22 | 0.38 |
| Draw Down(%) | NA | 12.7 | 12.7 | 17.1 | 44.0 | 44.0 | NA | 57.3 | 12.2 | 10.3 | 17.1 | 38.2 | 12.5 | 36.4 | 8.0 | 24.0 | 2.6 | 12.6 | 14.4 | 13.3 | 7.6 | 14.4 | 25.8 | 16.2 | 22.4 | 53.5 | 12.4 |
| Standard Deviation(%) | NA | 16.9 | 13.7 | 14.5 | 17.1 | 17.2 | NA | 19.1 | 14.5 | 13.5 | 14.2 | 25.1 | 14.1 | 29.7 | 10.8 | 13.7 | 7.0 | 17.0 | 14.1 | 10.6 | 11.5 | 16.5 | 25.1 | 19.1 | 24.9 | 36.4 | 18.9 |
| Treynor Ratio | NA | 0.2 | 0.08 | 0.07 | -0.03 | 0.05 | NA | 0.04 | 0.12 | -0.06 | 0.1 | -0.26 | 0.09 | 0.2 | 0.27 | -0.17 | 0.5 | 0.01 | 0.02 | -0.06 | 0.36 | 0.28 | -0.19 | 0.16 | 0.39 | -0.41 | 0.08 |
| Alpha | NA | -0.02 | -0.08 | -0.05 | -0.05 | -0.01 | NA | -0.01 | -0.1 | -0.03 | -0.01 | -0.08 | -0.02 | 0.06 | 0.02 | 0.04 | 0.05 | -0.02 | 0.0 | 0.0 | 0.01 | 0.02 | -0.01 | -0.01 | 0.0 | 0.01 | 0.11 |
| Beta | NA | 0.87 | 0.87 | 0.91 | 0.96 | 0.86 | NA | 0.91 | 0.89 | 0.92 | 0.95 | 1.1 | 0.8 | 0.7 | 0.9 | 0.96 | 0.76 | 0.84 | 0.91 | 0.73 | 0.79 | 0.92 | 0.93 | 0.86 | 0.91 | 1.08 | 0.94 |
| RSquared | NA | 0.85 | 0.83 | 0.85 | 0.82 | 0.71 | NA | 0.78 | 0.88 | 0.85 | 0.82 | 0.87 | 0.62 | 0.47 | 0.86 | 0.9 | 0.75 | 0.81 | 0.82 | 0.73 | 0.73 | 0.85 | 0.93 | 0.84 | 0.83 | 0.87 | 0.75 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.9 | 3.1 | 2.0 | 0.4 | 1.6 | 0.9 | 1.7 | 7.6 | 9.2 | 1.5 | 4.4 | 7.4 | 1.6 | 1.7 | 1.0 | 1.0 | 2.3 | 1.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 18.4 | 75.1 | 220.2 | -70.8 | 106.4 | -33.3 | -83.2 | 6.9 | 509.8 | -66.6 | -46.8 | 459.1 | 16.2 | 43.4 | 12.2 | -43.1 | -2.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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