Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAARX (Calvert Conservative Allocation Fund) | 3.07% | 10.39% | 8.79% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAARX (Calvert Conservative Allocation Fund) | 02/01/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 10.39 | 8.79 | NA | NA | NA | NA | … | … | 3.07 | 10.57 | 6.72 | 10.42 | -11.76 |
| Sharpe Ratio | NA | 1.31 | 0.84 | NA | NA | NA | NA | … | … | 0.65 | 1.18 | 0.52 | 0.99 | -1.33 |
| Standard Deviation(%) | NA | 5.92 | 6.62 | NA | NA | NA | NA | … | … | 7.41 | 6.52 | 5.90 | 6.92 | 10.81 |
| Draw Down(%) | NA | 4.99 | 7.80 | NA | NA | NA | NA | … | … | 4.99 | 6.20 | 3.47 | 7.80 | 16.77 |
| Yield(%) | 0.00 | 3.71 | 3.90 | 2.65 | 1.33 | 0.88 | 0.66 | … | … | 0.71 | 3.85 | 3.80 | 3.76 | 2.19 |
Data as of 06/05/2026, Common starting date is 02/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAARX (Calvert Conservative Allocation Fund) |
2.74%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAARX (Calvert Conservative Allocation Fund) |
10.14%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart