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CCAFX: CALVERT CAPITAL ACCUMULATION FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 09/09/2025 |
| 12-Mo. Yield | 0.15% |
| Expenses | 1.18% |
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Performance Analytics (As of 09/12/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -18.3 | -16.8 | -1.3 | -1.2 | 2.4 | 6.6 | 4.9 | 5.1 | -14.4 | 5.6 | 11.4 | -19.6 | 1.1 | 10.7 | 30.6 | -4.5 | 11.7 | 6.4 | -3.7 | 7.5 | 28.8 | 15.8 | 2.1 | 30.0 | 30.3 | -36.9 | 9.6 | 6.1 | -0.4 | 8.5 | 30.5 | -28.6 | -12.9 | 10.2 | 6.2 | 29.5 | 21.9 | 0.1 |
| Sharpe Ratio | NA | -0.74 | -0.23 | -0.17 | 0.05 | NA | NA | 0.16 | -0.75 | 0.15 | 0.54 | -0.87 | 0.06 | 0.3 | 2.63 | -0.4 | 1.51 | 0.38 | -0.23 | 0.51 | 2.08 | 0.98 | 0.07 | 1.44 | 1.07 | -0.98 | 0.43 | 0.18 | -0.2 | 0.47 | 1.49 | -1.03 | -0.5 | 0.21 | 0.13 | 1.06 | 1.12 | -0.18 |
| Draw Down(%) | NA | 23.4 | 23.4 | 36.4 | 37.5 | NA | NA | 55.7 | 19.4 | 10.6 | 14.5 | 27.3 | 17.3 | 37.5 | 5.0 | 19.1 | 4.4 | 11.6 | 14.4 | 10.6 | 5.6 | 11.6 | 27.3 | 14.8 | 24.5 | 51.3 | 10.4 | 15.2 | 11.8 | 15.0 | 12.7 | 40.0 | 37.7 | 19.7 | 22.4 | 29.4 | 9.6 | 16.9 |
| Standard Deviation(%) | NA | 27.0 | 20.4 | 20.3 | 19.9 | NA | NA | 21.6 | 30.8 | 13.3 | 14.5 | 24.3 | 18.9 | 34.8 | 11.1 | 14.7 | 7.4 | 16.2 | 15.9 | 14.6 | 13.9 | 16.2 | 29.8 | 20.9 | 28.2 | 38.6 | 15.1 | 15.0 | 13.1 | 16.0 | 20.0 | 28.9 | 31.0 | 27.6 | 20.6 | 24.5 | 16.3 | 19.5 |
| Treynor Ratio | NA | -0.29 | -0.06 | -0.05 | 0.01 | NA | NA | 0.04 | -0.34 | 0.03 | 0.1 | -0.29 | 0.02 | 0.11 | 0.39 | -0.08 | 0.14 | 0.07 | -0.04 | 0.07 | 0.29 | 0.17 | 0.02 | 0.32 | 0.33 | -0.47 | 0.08 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.13 | -0.05 | -0.04 | -0.03 | NA | NA | 0.0 | -0.14 | -0.02 | -0.03 | 0.01 | -0.04 | -0.07 | 0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | 0.03 | 0.01 | -0.03 | 0.01 | -0.02 | -0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.69 | 0.74 | 0.7 | 0.8 | NA | NA | 0.85 | 0.68 | 0.72 | 0.79 | 0.72 | 0.62 | 0.94 | 0.76 | 0.77 | 0.79 | 0.95 | 0.96 | 1.0 | 0.99 | 0.95 | 1.03 | 0.93 | 0.92 | 0.81 | 0.82 | 0.91 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.33 | 0.56 | 0.59 | 0.74 | NA | NA | 0.53 | 0.3 | 0.67 | 0.84 | 0.9 | 0.37 | 0.94 | 0.9 | 0.91 | 0.78 | 0.86 | 0.9 | 0.88 | 0.9 | 0.9 | 0.97 | 0.96 | 0.96 | 0.96 | 0.88 | 0.16 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 6.6 | 6.6 | 10.3 | 0.6 | 9.2 | 14.8 | 8.5 | 6.8 | 6.6 | 0.0 | 0.0 | 0.0 | 1.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 18.1 | 1.8 | 14.1 | 11.3 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -26.3 | N/A | -100.0 | N/A | N/A | -100.0 | -11.8 | -34.8 | 1908.7 | -94.8 | -42.2 | 101.9 | 36.6 | 0.2 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 153.8 | -99.8 | 924.7 | -85.3 | 39.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/17/1995
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