Nasdaq - Delayed Quote USD
Calvert Balanced I (CBAIX)
43.91
+0.24
+(0.55%)
At close: 8:00:10 PM EDT
Fund Summary
Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities and between 25% and 50% of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.05% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -3.81% |
| 5y Average Return | 9.98% |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CBAIX | Category Average | CBAIX | Category Average | CBAIX | Category Average | |
| Alpha | 2.49 | -0.01 | 3.06 | -0.01 | 1.9 | -0 |
| BETA | 0.89 | 0.01 | 0.94 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.59 | 0.01 | 0.99 | 0.01 | 0.68 | 0.01 |
| R-squared | 88.04 | 0.93 | 88.8 | 0.92 | 89.67 | 0.92 |
| Standard Deviation | 11.99 | 0.13 | 11.61 | 0.1 | 10.28 | 0.09 |
| Sharpe Ratio | 0.21 | 0.01 | 0.78 | 0.01 | 0.6 | 0.01 |
| Treynor Ratio | 2.15 | 0.09 | 9.5 | 0.09 | 6.16 | 0.07 |
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