Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSLBX (CALVERT BALANCED PORTFOLIO CLASS B) | NA | 6.86% | 9.93% | 9.26% | 4.43% | NA | NA | … | … |
Data as of 06/16/2015, Common starting date is 06/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSLBX (CALVERT BALANCED PORTFOLIO 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 | 6.86 | 9.93 | 9.26 | 4.43 | NA | NA | … | … | 2.23 | 8.58 | 15.91 | 9.73 | 2.23 | 9.80 | 22.64 | -29.69 | 2.26 | 7.44 | 4.14 | 6.78 | 15.92 | -14.35 | -7.86 | -12.96 |
| Sharpe Ratio | NA | 1.05 | 1.48 | 1.05 | 0.32 | NA | NA | … | … | 0.80 | 1.34 | 2.36 | 1.26 | 0.16 | 0.94 | 1.51 | -1.46 | -0.09 | 0.63 | 0.31 | 0.83 | 1.54 | -1.10 | -0.72 | -1.60 |
| Standard Deviation(%) | NA | 6.50 | 6.71 | 8.81 | 11.22 | NA | NA | … | … | 6.21 | 6.41 | 6.74 | 7.72 | 13.41 | 10.30 | 14.97 | 20.85 | 8.76 | 6.59 | 6.45 | 7.01 | 9.89 | 14.07 | 14.41 | 17.55 |
| Draw Down(%) | NA | 4.15 | 4.36 | 10.23 | 39.55 | NA | NA | … | … | 2.18 | 4.15 | 4.36 | 5.65 | 10.23 | 9.32 | 13.71 | 35.41 | 6.02 | 4.96 | 4.18 | 5.22 | 7.62 | 21.47 | 19.94 | 18.56 |
| Yield(%) | 0.00 | 1.23 | 5.10 | 3.59 | 2.55 | 1.50 | 1.12 | … | … | 0.03 | 1.26 | 13.33 | 0.00 | 0.01 | 0.02 | 0.45 | 0.85 | 6.43 | 0.77 | 0.29 | 0.47 | 0.19 | 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 |
|---|---|---|---|---|
| CSLBX (CALVERT BALANCED PORTFOLIO CLASS B) |
-11.12%
Feb 2006 – Feb 2009 |
-4.96%
Feb 2004 – Feb 2009 |
-2.30%
Aug 2000 – Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSLBX (CALVERT BALANCED PORTFOLIO CLASS B) |
16.82%
Feb 2009 – Feb 2012 |
13.93%
Feb 2009 – Feb 2014 |
4.90%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart