Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CWCBX (CALVERT CAPITAL ACCUMULATION FUND CLASS B) | NA | 13.97% | 16.71% | 14.70% | 6.97% | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 06/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CWCBX (CALVERT CAPITAL ACCUMULATION FUND CLASS B) | 06/28/2000 | 06/16/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.97 | 16.71 | 14.70 | 6.97 | NA | NA | … | … | 9.21 | 5.91 | 27.02 | 14.36 | 1.00 | 28.58 | 28.90 | -37.50 | 8.61 | 5.21 | -1.21 | 7.56 | 29.27 | -29.38 | -13.73 | -17.37 |
| Sharpe Ratio | NA | 1.11 | 1.20 | 0.77 | 0.27 | NA | NA | … | … | 1.92 | 0.40 | 1.95 | 0.89 | 0.03 | 1.37 | 1.02 | -0.99 | 0.37 | 0.13 | -0.26 | 0.41 | 1.43 | -1.05 | -0.53 | -0.98 |
| Standard Deviation(%) | NA | 12.56 | 14.06 | 18.98 | 22.18 | NA | NA | … | … | 11.18 | 14.55 | 13.86 | 16.20 | 29.74 | 20.84 | 28.21 | 38.54 | 15.10 | 15.05 | 13.16 | 16.01 | 20.00 | 28.98 | 30.99 | 36.28 |
| Draw Down(%) | NA | 10.72 | 10.72 | 27.59 | 53.85 | NA | NA | … | … | 4.03 | 10.72 | 5.77 | 11.74 | 27.59 | 15.11 | 24.67 | 51.46 | 10.45 | 15.42 | 11.93 | 15.34 | 12.83 | 40.47 | 38.08 | 33.01 |
| Yield(%) | 0.00 | 17.66 | 12.98 | 10.78 | 5.43 | 2.56 | 1.92 | … | … | 0.00 | 18.10 | 10.14 | 7.93 | 7.45 | 0.00 | 0.00 | 0.00 | 1.78 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/16/2015, Common starting date is 06/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWCBX (CALVERT CAPITAL ACCUMULATION FUND CLASS B) |
-19.17%
Sep 2000 – Sep 2003 |
-9.32%
Sep 2000 – Sep 2005 |
-5.56%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CWCBX (CALVERT CAPITAL ACCUMULATION FUND CLASS B) |
29.17%
Feb 2009 – Feb 2012 |
23.63%
Feb 2009 – Feb 2014 |
7.87%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart