Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFWCX (CALVERT GLOBAL WATER FUND CLASS C) | 3.58% | 9.35% | 8.76% | 3.91% | 7.39% | 6.92% | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFWCX (CALVERT GLOBAL WATER FUND CLASS C) | 10/02/2008 | 06/09/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 9.35 | 8.76 | 3.91 | 7.39 | 6.92 | NA | … | … | 3.58 | 13.49 | 3.14 | 17.40 | -20.75 | 21.68 | 13.91 | 27.09 | -14.21 | 17.91 | 13.15 | -13.35 | -4.44 | 27.61 | 25.85 | -10.80 | 12.51 | 27.47 | -20.13 |
| Sharpe Ratio | NA | 0.43 | 0.40 | 0.07 | 0.34 | NA | NA | … | … | 0.21 | 0.72 | -0.04 | 0.98 | -1.03 | 1.73 | 0.41 | 2.27 | -1.20 | 2.33 | 0.84 | -0.86 | -0.35 | 2.42 | 1.66 | -0.45 | 0.66 | 1.09 | -0.92 |
| Standard Deviation(%) | NA | 13.75 | 14.20 | 15.72 | 17.04 | NA | NA | … | … | 16.08 | 14.73 | 12.99 | 14.21 | 21.51 | 12.52 | 33.58 | 11.30 | 13.00 | 7.45 | 15.48 | 15.62 | 12.78 | 11.41 | 15.63 | 23.94 | 18.70 | 25.12 | 65.54 |
| Draw Down(%) | NA | 12.84 | 17.95 | 29.62 | 36.31 | NA | NA | … | … | 12.84 | 12.27 | 9.63 | 15.49 | 29.62 | 7.34 | 36.31 | 6.84 | 20.87 | 3.07 | 10.83 | 21.01 | 15.68 | 10.47 | 13.70 | 21.69 | 16.03 | 26.93 | 35.40 |
| Yield(%) | 0.00 | 4.46 | 5.26 | 3.02 | 2.64 | 3.76 | 3.29 | … | … | 0.00 | 4.83 | 8.77 | 2.27 | 0.00 | 0.32 | 0.03 | 0.26 | 0.43 | 0.38 | 0.00 | 0.00 | 6.92 | 8.45 | 6.01 | 9.59 | 3.03 | 1.95 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFWCX (CALVERT GLOBAL WATER FUND CLASS C) |
-2.17%
Mar 2017 – Mar 2020 |
-1.06%
Dec 2013 – Dec 2018 |
3.21%
Oct 2013 – Oct 2023 |
6.28%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFWCX (CALVERT GLOBAL WATER FUND CLASS C) |
20.77%
Dec 2018 – Dec 2021 |
20.36%
Feb 2009 – Feb 2014 |
10.37%
Dec 2011 – Dec 2021 |
9.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart