Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFAIX (Calvert Conservative Allocation Fund Cla) | 3.05% | 10.31% | 8.71% | 3.36% | 5.78% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/23/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFAIX (Calvert Conservative Allocation Fund Cla) | 05/23/2016 | 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.17 | 10.31 | 8.71 | 3.36 | 5.78 | NA | NA | … | … | 3.05 | 10.50 | 6.65 | 10.34 | -14.13 | 6.86 | 12.52 | 15.88 | -2.55 | 9.91 | 3.59 |
| Sharpe Ratio | NA | 1.29 | 0.82 | 0.11 | 0.61 | NA | NA | … | … | 0.64 | 1.17 | 0.51 | 0.98 | -1.56 | 1.54 | 1.04 | 3.77 | -0.79 | 4.14 | 1.44 |
| Standard Deviation(%) | NA | 5.95 | 6.64 | 7.17 | 6.80 | NA | NA | … | … | 7.46 | 6.51 | 5.94 | 6.89 | 9.99 | 4.43 | 11.79 | 3.83 | 5.00 | 2.24 | 3.98 |
| Draw Down(%) | NA | 5.01 | 7.83 | 19.17 | 19.17 | NA | NA | … | … | 5.01 | 6.16 | 3.47 | 7.83 | 18.73 | 2.18 | 17.17 | 1.48 | 6.77 | 0.84 | 2.39 |
| Yield(%) | 0.00 | 3.64 | 3.83 | 3.33 | 4.22 | 2.85 | 2.14 | … | … | 0.68 | 3.79 | 3.74 | 3.69 | 2.09 | 4.68 | 4.71 | 4.86 | 4.72 | 3.93 | 3.03 |
Data as of 06/05/2026, Common starting date is 05/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFAIX (Calvert Conservative Allocation Fund Cla) |
-0.83%
Apr 2021 – Apr 2024 |
2.67%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFAIX (Calvert Conservative Allocation Fund Cla) |
11.69%
Dec 2018 – Dec 2021 |
8.49%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart