Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNVBX (Calvert New Vision Small Cap B) | NA | 9.67% | -5.90% | -4.03% | NA | NA | NA | … | … |
Data as of 12/30/2010, Common starting date is 02/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNVBX (Calvert New Vision Small Cap B) | 02/15/2001 | 12/30/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.67 | -5.90 | -4.03 | NA | NA | NA | … | … | 10.66 | 15.43 | -34.76 | -1.34 | -1.00 | -9.58 | 8.04 | 35.56 | -21.76 | -2.85 |
| Sharpe Ratio | NA | 0.39 | -0.20 | -0.19 | NA | NA | NA | … | … | 0.43 | 0.54 | -0.84 | -0.23 | -0.23 | -0.76 | 0.53 | 2.04 | -0.94 | -0.25 |
| Standard Deviation(%) | NA | 24.77 | 33.27 | 28.71 | NA | NA | NA | … | … | 24.72 | 28.59 | 42.55 | 19.40 | 18.85 | 15.48 | 13.40 | 17.09 | 24.39 | 21.81 |
| Draw Down(%) | NA | 18.92 | 51.11 | 57.32 | NA | NA | NA | … | … | 18.92 | 27.04 | 48.30 | 13.87 | 19.99 | 16.05 | 15.41 | 17.08 | 37.25 | 22.53 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.50 | 1.00 | 0.75 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 10.32 | 3.38 | 0.00 | 0.76 | 0.00 |
Data as of 12/30/2010, Common starting date is 02/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNVBX (Calvert New Vision Small Cap B) |
-20.71%
Feb 2006 – Feb 2009 |
-13.17%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNVBX (Calvert New Vision Small Cap B) |
16.22%
Mar 2003 – Mar 2006 |
7.21%
Sep 2002 – Sep 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart