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Nasdaq - Delayed Quote USD

Calvert Conservative Allocation I (CFAIX)

17.35
-0.35
(-1.98%)
At close: April 4 at 8:00:17 PM EDT

Fund Summary

The fund is a "fund of funds" that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50%-80% of its net assets in funds that invest primarily in income securities and 20% to 50% of its net assets in funds that invest primarily in equity securities. The fund may also invest 0% to 10% of its net assets in cash and short-term money market instruments.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 15.88%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return 0.34%
5y Average Return 6.23%
Rank in Category (ytd) 41
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.81
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CFAIXCategory AverageCFAIXCategory AverageCFAIXCategory Average
Alpha -1.42 -0.01 -1.31 -0.01 -0.46 -0
BETA 0.81 0.01 0.77 0.01 0.73 0.01
Mean Annual Return 0.26 0.01 0.53 0.01 0.4 0.01
R-squared 97.39 0.92 96.19 0.91 94.6 0.91
Standard Deviation 10.29 0.1 9.11 0.08 7.61 0.07
Sharpe Ratio -0.14 0.01 0.39 0.01 0.37 0.01
Treynor Ratio -2.42 0.09 4.32 0.08 3.56 0.07

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