Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSMAX (Calvert Global Small-Cap Equity Fund) | 3.16% | 0.75% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/19/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSMAX (Calvert Global Small-Cap Equity Fund) | 09/19/2023 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.75 | NA | NA | NA | NA | NA | … | … | 3.16 | 0.59 | 4.12 | 9.68 |
| Sharpe Ratio | NA | -0.15 | NA | NA | NA | NA | NA | … | … | 0.36 | -0.14 | 0.04 | 2.39 |
| Standard Deviation(%) | NA | 13.08 | NA | NA | NA | NA | NA | … | … | 14.05 | 16.06 | 13.03 | 14.67 |
| Draw Down(%) | NA | 12.32 | NA | NA | NA | NA | NA | … | … | 12.32 | 15.00 | 6.47 | 8.98 |
| Yield(%) | 0.00 | 12.25 | 6.73 | 4.04 | 2.02 | 1.35 | 1.01 | … | … | 0.00 | 12.70 | 5.49 | 0.69 |
Data as of 06/05/2026, Common starting date is 09/19/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSMAX (Calvert Global Small-Cap Equity Fund) |
0.00%
NA |
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 |
|---|---|---|---|---|
| CSMAX (Calvert Global Small-Cap Equity Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart