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Nasdaq - Delayed Quote USD
Calvert Growth Allocation C (CAACX)
19.68
-1.11
(-5.34%)
At close: April 4 at 8:00:09 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 26.38% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -9.43% |
| 5y Average Return | 10.81% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CAACX | Category Average | CAACX | Category Average | CAACX | Category Average | |
| Alpha | -0.14 | -0.03 | 1.32 | -0.02 | -0.36 | -0.01 |
| BETA | 1.23 | 0.02 | 1.29 | 0.02 | 1.36 | 0.02 |
| Mean Annual Return | 0.37 | 0.01 | 1.02 | 0.01 | 0.64 | 0.01 |
| R-squared | 96.86 | 0.95 | 96.92 | 0.94 | 95.92 | 0.92 |
| Standard Deviation | 15.62 | 0.19 | 15.14 | 0.15 | 13.97 | 0.14 |
| Sharpe Ratio | 0 | 0.01 | 0.63 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -1.07 | 0.08 | 6.96 | 0.08 | 3.64 | 0.06 |
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