Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLAIX (Calvert Moderate Allocation Fund Class I) | NA | 1.41% | 13.66% | NA | NA | NA | NA | … | … |
Data as of 04/30/2012, Common starting date is 02/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLAIX (Calvert Moderate Allocation Fund Class I) | 02/12/2008 | 04/30/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.41 | 13.66 | NA | NA | NA | NA | … | … | 8.45 | 0.26 | 10.98 | 21.88 | -28.33 |
| Sharpe Ratio | NA | 0.09 | 1.05 | NA | NA | NA | NA | … | … | 4.90 | 0.01 | 0.92 | 1.27 | -1.26 |
| Standard Deviation(%) | NA | 14.98 | 12.89 | NA | NA | NA | NA | … | … | 5.77 | 15.46 | 11.90 | 17.18 | 25.39 |
| Draw Down(%) | NA | 13.21 | 13.21 | NA | NA | NA | NA | … | … | 1.94 | 13.21 | 9.68 | 18.11 | 36.95 |
| Yield(%) | 0.00 | 1.19 | 2.15 | 0.92 | 0.46 | 0.31 | 0.23 | … | … | 0.00 | 2.26 | 1.65 | 1.41 | 0.00 |
Data as of 04/30/2012, Common starting date is 02/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLAIX (Calvert Moderate Allocation Fund Class I) |
-0.20%
May 2008 – May 2011 |
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 |
|---|---|---|---|---|
| CLAIX (Calvert Moderate Allocation Fund Class I) |
18.32%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart