Nasdaq - Delayed Quote USD

Calvert Growth Allocation A (CAAAX)

27.15
-0.06
(-0.22%)
At close: 8:00:09 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.14%
5y Average Return 10.80%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 27.33%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 27.33%
Worst 3Y Total Return 1.93%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CAAAX
Category
YTD
-1.46%
0.00%
1-Month
0.04%
0.00%
3-Month
-4.48%
0.00%
1-Year
8.08%
0.00%
3-Year
6.62%
0.00%
5-Year
10.33%
0.00%
10-Year
7.62%
0.00%
Last Bull Market
13.38%
0.00%
Last Bear Market
-14.09%
0.00%

Annual Total Return (%) History

Year
CAAAX
Category
2025
--
--
2024
12.58%
--
2023
15.14%
--
2022
-18.30%
--
2021
16.40%
--
2020
18.54%
--
2019
27.33%
--
2018
-7.74%
--

2017
20.26%
--
2016
7.55%
--
2015
-0.19%
--
2014
5.83%
--
2013
27.20%
--
2012
15.25%
--
2011
-3.81%
--
2010
12.07%
--
2009
26.18%
--
2008
-37.32%
--
2007
5.22%
--
2006
13.06%
--
2005
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.50% -- -- --
2024 6.39% 0.93% 7.07% -2.08%
2023 5.27% 3.97% -4.90% 10.62%
2022 -7.44% -14.09% -6.04% 9.36%
2021 4.76% 5.74% -0.66% 5.78%
2020 -20.47% 19.52% 8.63% 14.80%
2019 12.10% 4.04% 0.20% 8.96%
2018 0.10% 0.05% 4.96% -12.23%
2017 5.60% 4.23% 4.22% 4.83%
2016 0.29% 0.06% 4.56% 2.51%

2015 3.46% 1.02% -7.25% 2.96%
2014 0.79% 3.73% -2.27% 3.58%
2013 8.49% 2.03% 6.89% 7.51%
2012 12.44% -5.16% 5.83% 2.12%
2011 5.67% 0.82% -15.58% 6.95%
2010 4.33% -10.01% 10.72% 7.81%
2009 -9.64% 16.87% 15.41% 3.52%
2008 -8.76% -0.24% -11.94% -21.79%
2007 1.20% 5.03% 1.17% -2.16%
2006 5.73% -2.50% 3.30% 6.18%
2005 4.13% 1.98% -- --

Rank in Category (By Total Return)

YTD 72
1-Month 70
3-Month 61
1-Year 64
3-Year 84
5-Year 83

Load Adjusted Returns

1-Year 2.40%
3-Year 4.72%
5-Year 9.15%
10-Year 7.04%

Performance & Risk

YTD Return 2.14%
5y Average Return 10.80%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Calvert Research and Management
Net Assets 332.6M
YTD Return -1.46%
Yield 1.35%
Morningstar Rating
Inception Date Feb 01, 2022

Fund Summary

The fund is a "fund of funds" that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80%-100% of its net assets in funds that invest primarily in equity securities and up to 20% of its net assets in funds that invest primarily in income securities. The fund may also invest 0% to 10% of net assets in cash and short-term money market instruments.

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