Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGBIX (CALVERT GREEN BOND FUND CLASS I) | -0.39% | 4.31% | 4.46% | 0.33% | 1.91% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGBIX (CALVERT GREEN BOND FUND CLASS I) | 11/04/2013 | 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 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 4.31 | 4.46 | 0.33 | 1.91 | NA | NA | … | … | -0.39 | 7.46 | 2.00 | 6.91 | -12.77 | -1.65 | 7.03 | 8.36 | 0.67 | 3.36 | 4.07 | 0.28 | 5.30 | -0.68 |
| Sharpe Ratio | NA | 0.48 | 0.25 | -0.45 | 0.06 | NA | NA | … | … | -0.90 | 1.18 | -0.33 | 0.51 | -2.47 | -0.67 | 1.49 | 2.34 | -0.36 | 1.36 | 1.63 | 0.07 | 2.36 | -1.77 |
| Standard Deviation(%) | NA | 3.43 | 4.76 | 4.97 | 4.07 | NA | NA | … | … | 3.80 | 3.89 | 4.89 | 6.38 | 5.76 | 2.50 | 4.53 | 2.95 | 2.00 | 2.00 | 2.37 | 3.35 | 2.24 | 2.47 |
| Draw Down(%) | NA | 2.75 | 4.87 | 17.17 | 17.17 | NA | NA | … | … | 2.75 | 2.25 | 3.50 | 6.08 | 15.67 | 2.52 | 9.15 | 1.87 | 2.03 | 0.94 | 2.75 | 2.74 | 0.92 | 0.68 |
| Yield(%) | 0.00 | 3.51 | 3.57 | 2.64 | 2.64 | 2.19 | 1.65 | … | … | 1.21 | 3.81 | 3.46 | 3.15 | 1.90 | 1.92 | 1.94 | 2.79 | 2.22 | 2.75 | 3.27 | 2.06 | 2.57 | 0.12 |
Data as of 06/05/2026, Common starting date is 11/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBIX (CALVERT GREEN BOND FUND CLASS I) |
-4.83%
Oct 2020 – Oct 2023 |
-0.30%
Jan 2020 – Jan 2025 |
1.48%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGBIX (CALVERT GREEN BOND FUND CLASS I) |
5.85%
Oct 2022 – Oct 2025 |
4.66%
Dec 2015 – Dec 2020 |
2.36%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart