Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CEYRX (CALVERT EQUITY FUND CLASS R6) | -8.50% | -5.81% | 6.44% | 4.50% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/09/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CEYRX (CALVERT EQUITY FUND CLASS R6) | 10/09/2017 | 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 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | -5.81 | 6.44 | 4.50 | NA | NA | NA | … | … | -8.50 | -8.70 | 8.70 | 18.29 | -17.38 | 29.30 | 24.68 | 36.91 | 5.38 | 5.67 |
| Sharpe Ratio | NA | -0.68 | 0.24 | 0.11 | NA | NA | NA | … | … | -1.49 | -0.52 | 0.47 | 1.13 | -0.77 | 2.22 | 0.77 | 2.88 | 0.25 | 4.73 |
| Standard Deviation(%) | NA | 12.48 | 13.27 | 16.12 | NA | NA | NA | … | … | 14.26 | 22.35 | 10.89 | 13.08 | 24.44 | 13.18 | 31.77 | 12.31 | 16.30 | 5.65 |
| Draw Down(%) | NA | 14.05 | 14.82 | 25.52 | NA | NA | NA | … | … | 14.05 | 17.49 | 5.48 | 11.96 | 25.38 | 5.82 | 30.46 | 5.11 | 14.24 | 0.95 |
| Yield(%) | 0.00 | 16.08 | 9.75 | 7.01 | 8.18 | 5.46 | 4.09 | … | … | 0.00 | 16.88 | 7.67 | 2.03 | 2.52 | 4.14 | 3.10 | 3.68 | 7.72 | 7.33 |
Data as of 06/05/2026, Common starting date is 10/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEYRX (CALVERT EQUITY FUND CLASS R6) |
2.04%
Dec 2021 – Dec 2024 |
4.47%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CEYRX (CALVERT EQUITY FUND CLASS R6) |
30.20%
Dec 2018 – Dec 2021 |
16.62%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart