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CWVGX: CALVERT INTERNATIONAL EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 26.07 0.72(2.69%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 5.82% |
| Expenses | 1.89% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 4.4 | 11.2 | 9.0 | 3.8 | 7.8 | 5.7 | 3.4 | 4.1 | 19.3 | 1.2 | 15.4 | -19.2 | 12.1 | 17.7 | 30.7 | -11.5 | 21.3 | -3.8 | -0.3 | -7.3 | 22.4 | 17.6 | -13.9 | 5.8 | 21.7 | -46.4 | 2.0 | 26.6 | 11.1 | 17.3 | 29.0 | -12.4 | -23.8 | -17.8 | 30.1 | 16.1 | 6.6 | 6.2 |
| Sharpe Ratio | NA | 0.4 | 0.53 | 0.38 | 0.07 | 0.36 | NA | NA | 0.14 | 1.02 | -0.19 | 0.88 | -0.87 | 0.93 | 0.6 | 2.62 | -0.93 | 2.7 | -0.23 | -0.02 | -0.68 | 1.86 | 1.13 | -0.54 | 0.28 | 0.81 | -1.16 | -0.06 | 1.57 | 0.88 | 1.18 | 2.12 | -0.81 | -1.49 | -1.27 | 2.02 | 0.63 | 0.22 | 1.17 |
| Draw Down(%) | NA | 13.9 | 13.9 | 16.5 | 33.3 | 33.3 | NA | NA | 65.2 | 14.5 | 10.8 | 16.5 | 31.7 | 7.1 | 30.2 | 6.7 | 19.4 | 2.5 | 12.0 | 14.3 | 13.0 | 9.4 | 14.7 | 26.0 | 17.0 | 28.7 | 56.5 | 14.6 | 15.7 | 8.1 | 12.6 | 14.4 | 24.5 | 36.3 | 21.3 | 8.1 | 28.2 | 13.2 | 4.5 |
| Standard Deviation(%) | NA | 19.9 | 16.1 | 15.3 | 16.9 | 17.1 | NA | NA | 18.3 | 16.1 | 13.1 | 13.3 | 23.7 | 12.9 | 29.1 | 11.2 | 13.8 | 7.7 | 17.8 | 15.3 | 10.8 | 12.0 | 15.7 | 26.0 | 20.5 | 26.8 | 40.8 | 20.6 | 14.8 | 10.1 | 13.8 | 13.3 | 16.7 | 17.8 | 17.4 | 13.3 | 20.0 | 13.1 | 7.3 |
| Treynor Ratio | NA | 0.08 | 0.08 | 0.06 | 0.01 | 0.07 | NA | NA | 0.03 | 0.16 | -0.02 | 0.12 | -0.19 | 0.13 | 0.25 | 0.29 | -0.13 | 0.21 | -0.04 | 0.0 | -0.08 | 0.26 | 0.2 | -0.15 | 0.06 | 0.25 | -0.5 | -0.01 | 0.23 | 0.1 | 0.18 | 0.32 | -0.17 | -0.28 | -0.21 | 0.29 | 0.13 | 0.04 | 0.11 |
| Alpha | NA | -0.03 | -0.04 | -0.03 | -0.02 | 0.0 | NA | NA | -0.01 | -0.05 | -0.01 | -0.01 | -0.02 | 0.0 | 0.05 | 0.03 | 0.01 | -0.01 | -0.03 | 0.01 | -0.01 | 0.02 | 0.01 | -0.01 | -0.01 | -0.02 | -0.04 | -0.04 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 |
| Beta | NA | 1.05 | 1.04 | 1.0 | 1.02 | 0.92 | NA | NA | 0.93 | 1.01 | 0.98 | 0.94 | 1.07 | 0.96 | 0.7 | 1.0 | 1.0 | 0.96 | 0.98 | 0.95 | 0.9 | 0.87 | 0.89 | 0.94 | 0.93 | 0.88 | 0.95 | 1.11 | 1.0 | 0.86 | 0.89 | 0.89 | 0.8 | 0.95 | 1.04 | 0.93 | 0.98 | 0.77 | 0.77 |
| RSquared | NA | 0.86 | 0.84 | 0.86 | 0.89 | 0.75 | NA | NA | 0.84 | 0.89 | 0.87 | 0.85 | 0.94 | 0.89 | 0.43 | 0.91 | 0.93 | 0.87 | 0.94 | 0.92 | 0.87 | 0.84 | 0.9 | 0.97 | 0.91 | 0.89 | 0.91 | 0.82 | 0.82 | 0.76 | 0.77 | 0.88 | 0.91 | 0.86 | 0.77 | 0.8 | 0.89 | 0.8 | 0.79 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 6.5 | 1.2 | 0.9 | 1.9 | 6.8 | 0.2 | 1.3 | 1.0 | 1.7 | 2.6 | 0.9 | 0.6 | 0.7 | 0.9 | 1.0 | 0.3 | 0.8 | 1.8 | 9.3 | 14.6 | 0.9 | 0.7 | 1.3 | 1.2 | 0.4 | 5.4 | 4.6 | 8.6 | 7.6 | 2.6 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 457.0 | 45.8 | -62.3 | -70.7 | 3464.4 | -76.8 | 8.3 | -30.5 | -36.1 | 184.5 | 36.5 | 8.3 | -12.7 | -26.2 | 292.1 | -60.8 | -75.7 | -81.6 | -30.7 | 1775.4 | 49.1 | -34.5 | -1.7 | 117.5 | -94.2 | 43.0 | -41.2 | 13.9 | 204.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/21/1992
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