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Nasdaq - Delayed Quote USD

Calvert Balanced R6 (CBARX)

42.68
-0.50
(-1.16%)
As of 8:05:11 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -4.81%
5y Average Return 10.14%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 15, 2025) 19.35%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 19.35%
Worst 3Y Total Return 4.07%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CBARX
Category
YTD
-2.63%
9.69%
1-Month
-3.81%
0.91%
3-Month
-2.63%
5.21%
1-Year
8.38%
27.06%
3-Year
6.60%
11.00%
5-Year
11.80%
10.26%
10-Year
7.79%
8.34%
Last Bull Market
17.01%
15.58%
Last Bear Market
-10.99%
-12.16%

Annual Total Return (%) History

Year
CBARX
Category
2025
--
--
2024
19.35%
--
2023
16.70%
--
2022
-15.07%
--
2021
14.64%
--
2020
15.76%
11.72%
2019
--
19.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.63% -- -- --
2024 7.22% 4.75% 5.09% 1.13%
2023 4.79% 4.25% -2.58% 9.66%
2022 -4.91% -10.99% -4.16% 4.69%
2021 1.81% 6.43% -0.04% 5.84%
2020 -12.49% 15.18% 6.49% 7.85%
2019 4.86% 2.27% 4.87% --

Rank in Category (By Total Return)

YTD 90
1-Month 87
3-Month 90
1-Year 9
3-Year 6
5-Year 16

Load Adjusted Returns

1-Year 8.38%
3-Year 6.60%
5-Year 11.80%
10-Year 7.79%

Performance & Risk

YTD Return -4.81%
5y Average Return 10.14%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Calvert-OE
Net Assets 1.34B
YTD Return -2.63%
Yield 1.65%
Morningstar Rating
Inception Date Mar 01, 1994

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.

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