Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEMAX (Calvert Emerging Markets Fcs Gr A) | NA | 12.36% | 6.28% | 3.72% | 1.84% | NA | NA | … | … |
Data as of 03/13/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEMAX (Calvert Emerging Markets Fcs Gr A) | 04/07/2011 | 03/13/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.76 | 12.36 | 6.28 | 3.72 | 1.84 | NA | NA | … | … | -2.31 | -0.53 | 1.65 | 2.53 | -1.59 |
| Sharpe Ratio | NA | -0.06 | -0.01 | NA | NA | NA | NA | … | … | -0.77 | -0.14 | 0.35 | 0.71 | -0.47 |
| Standard Deviation(%) | NA | 7.99 | 5.83 | NA | NA | NA | NA | … | … | 16.29 | 3.93 | 4.65 | 3.51 | 4.62 |
| Draw Down(%) | NA | 6.26 | 8.19 | NA | NA | NA | NA | … | … | 6.26 | 5.39 | 3.86 | 2.17 | 3.97 |
| Yield(%) | 0.00 | 0.00 | 1.08 | 0.65 | 0.33 | 0.41 | 0.31 | … | … | 0.00 | 0.07 | 0.43 | 2.33 | 0.10 |
Data as of 03/13/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEMAX (Calvert Emerging Markets Fcs Gr A) |
-0.23%
Jul 2011 – Jul 2014 |
2.41%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEMAX (Calvert Emerging Markets Fcs Gr A) |
12.71%
Nov 2022 – Nov 2025 |
7.04%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart