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CSIFX: CALVERT BALANCED PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info 48.08 0.88(1.80%) June 05
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 04/07/1983 |
| Last Dividend Date: | 03/27/2026 |
| 12-Mo. Yield | 4.99% |
| Expenses | 1.67% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -2.0 | 2.2 | 12.2 | 13.9 | 7.4 | 9.4 | 8.7 | 7.1 | 7.2 | 11.3 | 19.0 | 16.3 | -15.3 | 14.3 | 15.5 | 23.7 | -2.7 | 11.5 | 7.3 | -2.8 | 9.7 | 17.2 | 10.8 | 3.3 | 11.0 | 23.9 | -29.0 | 3.3 | 8.4 | 5.2 | 7.8 | 17.5 | -12.4 | -5.4 | -2.4 | 6.8 | 17.6 | 18.8 | 9.0 | 11.8 | -5.4 | 5.1 | 6.0 | 17.8 | -1.1 | 16.8 | 10.2 | 2.1 | 16.7 | 25.7 | 6.8 | 4.3 |
| Sharpe Ratio | NA | 0.27 | 1.11 | 1.06 | 0.45 | 0.7 | NA | NA | 0.44 | 0.72 | 1.68 | 1.54 | -1.13 | 1.6 | 0.75 | 3.35 | -0.43 | 2.75 | 0.92 | -0.31 | 1.52 | 2.55 | 1.4 | 0.24 | 1.06 | 1.59 | -1.43 | 0.01 | 0.77 | 0.45 | 0.97 | 1.7 | -0.96 | -0.56 | -0.45 | 0.27 | 1.16 | 1.43 | 0.64 | 0.6 | -1.31 | 0.6 | 0.7 | 2.33 | -0.92 | 1.94 | 0.71 | -0.16 | 1.21 | 2.41 | -0.02 | -0.06 |
| Draw Down(%) | NA | 7.7 | 7.7 | 11.9 | 20.0 | 23.8 | NA | NA | 38.7 | 11.9 | 4.9 | 7.0 | 19.7 | 3.5 | 23.8 | 2.8 | 11.6 | 1.5 | 6.2 | 8.9 | 4.0 | 4.2 | 5.6 | 10.1 | 9.1 | 13.5 | 34.8 | 5.8 | 4.8 | 4.0 | 4.8 | 7.4 | 20.1 | 18.7 | 10.9 | 9.3 | 15.0 | 6.3 | 6.4 | 11.3 | 8.4 | 4.3 | 3.9 | 2.4 | 8.3 | 3.4 | 4.0 | 19.5 | 11.0 | 6.7 | 13.9 | 9.8 |
| Standard Deviation(%) | NA | 10.2 | 8.6 | 10.0 | 10.9 | 11.1 | NA | NA | 10.8 | 11.7 | 9.1 | 8.3 | 14.9 | 8.9 | 20.3 | 6.6 | 9.6 | 4.0 | 7.8 | 9.0 | 6.4 | 6.7 | 7.7 | 13.4 | 10.3 | 15.0 | 20.8 | 8.8 | 6.6 | 6.5 | 7.1 | 9.9 | 14.1 | 14.3 | 14.8 | 12.8 | 12.1 | 10.6 | 8.3 | 13.2 | 6.5 | 4.9 | 5.0 | 5.9 | 7.2 | 5.6 | 7.4 | 13.0 | 10.1 | 8.4 | 17.4 | 9.4 |
| Treynor Ratio | NA | 0.03 | 0.09 | 0.11 | 0.05 | 0.08 | NA | NA | 0.05 | 0.09 | 0.15 | 0.15 | -0.19 | 0.14 | 0.16 | 0.25 | -0.04 | 0.12 | 0.07 | -0.03 | 0.1 | 0.18 | 0.11 | 0.03 | 0.11 | 0.27 | -0.34 | 0.0 | 0.05 | 0.03 | 0.07 | 0.16 | -0.14 | -0.08 | -0.07 | 0.03 | 0.15 | 0.15 | 0.05 | 0.09 | -0.1 | 0.05 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | -0.05 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | -0.01 | -0.01 | -0.04 | -0.02 | -0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.05 | 1.01 | 0.99 | 0.95 | 0.94 | NA | NA | 0.95 | 1.0 | 1.04 | 0.86 | 0.9 | 0.99 | 0.93 | 0.91 | 0.96 | 0.94 | 0.97 | 1.01 | 0.93 | 0.95 | 1.0 | 0.97 | 0.96 | 0.89 | 0.87 | 0.94 | 0.97 | 0.98 | 0.97 | 1.04 | 0.98 | 1.04 | 0.98 | 1.04 | 0.96 | 1.0 | 1.0 | 0.92 | 0.87 | 0.61 | 0.42 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.95 | 0.91 | 0.92 | 0.93 | 0.91 | NA | NA | 0.73 | 0.95 | 0.93 | 0.87 | 0.94 | 0.83 | 0.9 | 0.94 | 0.95 | 0.9 | 0.95 | 0.95 | 0.94 | 0.94 | 0.9 | 0.98 | 0.97 | 0.96 | 0.97 | 0.97 | 0.96 | 0.97 | 0.92 | 0.97 | 0.93 | 0.82 | 0.89 | 0.86 | 0.88 | 0.92 | 0.91 | 0.16 | 0.85 | 0.57 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.1 | 6.0 | 2.7 | 1.9 | 8.2 | 2.7 | 4.1 | 4.8 | 8.4 | 2.4 | 10.9 | 2.3 | 13.9 | 0.9 | 1.0 | 1.1 | 1.6 | 1.7 | 7.3 | 1.7 | 1.3 | 1.5 | 1.5 | 2.0 | 2.5 | 10.2 | 8.3 | 12.9 | 14.0 | 9.5 | 3.0 | 3.0 | 3.2 | 3.6 | 4.4 | 4.7 | 3.6 | 5.4 | 3.1 | 2.7 | 5.4 | 5.4 | 2.6 |
| Dividend Growth(%) | N/A | -94.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -3.4 | 149.1 | 16.2 | -74.8 | 233.2 | -20.9 | -21.4 | -40.4 | 269.9 | -81.0 | 404.7 | -83.1 | 1707.9 | -14.9 | 3.3 | -17.1 | -35.0 | -77.4 | 347.1 | 40.2 | -9.9 | 19.7 | -36.5 | -26.2 | -78.6 | 21.5 | -34.0 | -2.0 | 45.4 | 243.0 | -8.3 | -5.0 | -8.6 | -7.9 | -12.5 | 51.3 | -32.7 | 76.6 | 31.0 | -39.9 | -0.1 | 110.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/1982
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