Nasdaq - Delayed Quote USD
Calvert Balanced R6 (CBARX)
42.68
-0.50
(-1.16%)
As of 8:05:11 AM EDT. Market Open.
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 | 19.35% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CBARX | Category Average | CBARX | Category Average | CBARX | Category Average | |
| Alpha | 2.54 | -0.01 | 3.11 | -0.01 | 1.79 | -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 | 0.67 | 0.01 |
| R-squared | 88.02 | 0.93 | 88.8 | 0.92 | 89.65 | 0.92 |
| Standard Deviation | 11.97 | 0.13 | 11.59 | 0.1 | 10.27 | 0.09 |
| Sharpe Ratio | 0.22 | 0.01 | 0.78 | 0.01 | 0.6 | 0.01 |
| Treynor Ratio | 2.22 | 0.09 | 9.56 | 0.09 | 6.04 | 0.07 |
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