Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGARX (Calvert Responsible Index Series Inc. – Growth Allocation Fund) | 8.28% | 20.14% | 15.17% | 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 |
|---|---|---|
| CGARX (Calvert Responsible Index Series Inc. – Growth 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 (%) | -2.20 | 20.14 | 15.17 | NA | NA | NA | NA | … | … | 8.28 | 15.31 | 12.88 | 14.89 | -13.58 |
| Sharpe Ratio | NA | 1.47 | 0.94 | NA | NA | NA | NA | … | … | 1.23 | 0.83 | 0.88 | 1.02 | -0.79 |
| Standard Deviation(%) | NA | 11.90 | 12.71 | NA | NA | NA | NA | … | … | 14.58 | 14.97 | 10.54 | 11.10 | 20.77 |
| Draw Down(%) | NA | 9.37 | 15.34 | NA | NA | NA | NA | … | … | 9.37 | 15.34 | 6.49 | 11.73 | 22.47 |
| Yield(%) | 0.00 | 4.56 | 4.50 | 2.92 | 1.46 | 0.97 | 0.73 | … | … | 0.00 | 4.75 | 3.10 | 5.24 | 2.60 |
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 |
|---|---|---|---|---|
| CGARX (Calvert Responsible Index Series Inc. – Growth Allocation Fund) |
4.37%
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 |
|---|---|---|---|---|
| CGARX (Calvert Responsible Index Series Inc. – Growth Allocation Fund) |
16.86%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart