Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRFIX (Calvert Fund – Calvert Focused Value Fund) | 11.46% | 26.24% | 15.38% | 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 |
|---|---|---|
| CRFIX (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 | 26.24 | 15.38 | NA | NA | NA | NA | … | … | 11.46 | 13.26 | 12.24 | 8.84 | -1.34 |
| Sharpe Ratio | NA | 1.89 | 0.86 | NA | NA | NA | NA | … | … | 2.03 | 0.63 | 0.71 | 0.39 | -0.18 |
| Standard Deviation(%) | NA | 12.45 | 13.92 | NA | NA | NA | NA | … | … | 13.72 | 16.42 | 12.19 | 13.30 | 21.84 |
| Draw Down(%) | NA | 11.97 | 18.29 | NA | NA | NA | NA | … | … | 11.97 | 16.05 | 7.33 | 14.42 | 14.14 |
| Yield(%) | 0.00 | 6.19 | 4.43 | 2.66 | 1.33 | 0.89 | 0.66 | … | … | 0.00 | 6.20 | 4.70 | 1.10 | 0.16 |
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 |
|---|---|---|---|---|
| CRFIX (Calvert Fund – Calvert Focused Value Fund) |
5.93%
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 |
|---|---|---|---|---|
| CRFIX (Calvert Fund – Calvert Focused Value Fund) |
14.07%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart