Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRFAX (Calvert Fund – Calvert Focused Value Fund) | 11.32% | 25.86% | 15.08% | NA | NA | NA | NA | … | … |
Data as of 05/29/2026, Common starting date is 04/29/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRFAX (Calvert Fund – Calvert Focused Value Fund) | 04/29/2022 | 05/29/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.86 | 15.08 | NA | NA | NA | NA | … | … | 11.32 | 12.87 | 12.00 | 8.64 | -1.49 |
| Sharpe Ratio | NA | 1.86 | 0.84 | NA | NA | NA | NA | … | … | 2.01 | 0.61 | 0.69 | 0.38 | -0.19 |
| Standard Deviation(%) | NA | 12.46 | 13.88 | NA | NA | NA | NA | … | … | 13.71 | 16.32 | 12.22 | 13.33 | 21.77 |
| Draw Down(%) | NA | 12.01 | 18.38 | NA | NA | NA | NA | … | … | 12.01 | 16.08 | 7.41 | 14.45 | 14.14 |
| Yield(%) | 0.00 | 5.97 | 4.18 | 2.50 | 1.25 | 0.83 | 0.63 | … | … | 0.00 | 5.97 | 4.45 | 0.90 | 0.11 |
Data as of 05/29/2026, Common starting date is 04/29/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRFAX (Calvert Fund – Calvert Focused Value Fund) |
5.67%
May 2022 – May 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 |
|---|---|---|---|---|
| CRFAX (Calvert Fund – Calvert Focused Value Fund) |
13.76%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart