Nasdaq - Delayed Quote USD

Calvert Balanced A (CSIFX)

44.85 -2.24 (-4.76%)
At close: 8:01:34 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 15.40%
5y Average Return 8.40%
Number of Years Up 33
Number of Years Down 8
Best 1Y Total Return (Dec 27, 2024) 23.93%
Worst 1Y Total Return (Dec 27, 2024) --
Best 3Y Total Return 23.93%
Worst 3Y Total Return 3.77%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSIFX
Category
YTD
21.06%
9.69%
1-Month
3.77%
0.91%
3-Month
4.33%
5.21%
1-Year
25.78%
27.06%
3-Year
6.97%
11.00%
5-Year
9.91%
10.26%
10-Year
8.18%
8.34%
Last Bull Market
19.43%
15.58%
Last Bear Market
-11.04%
-12.16%

Annual Total Return (%) History

Year
CSIFX
Category
2024
--
--
2023
16.34%
--
2022
-15.32%
--
2021
14.32%
--
2020
15.44%
11.72%
2019
23.73%
19.23%
2018
-2.74%
-5.76%
2017
11.52%
13.21%

2016
7.74%
7.34%
2015
-2.81%
-1.93%
2014
9.74%
6.21%
2013
17.27%
16.48%
2012
10.83%
11.72%
2011
3.28%
-0.11%
2010
10.90%
11.83%
2009
23.93%
24.13%
2008
-28.98%
-28.00%
2007
3.23%
5.99%
2006
8.43%
11.29%
2005
5.18%
5.13%
2004
7.84%
8.86%
2003
17.49%
20.35%
2002
-12.46%
-12.02%
2001
-5.37%
-5.05%
2000
-2.38%
1.82%
1999
6.80%
10.71%
1998
17.49%
13.52%
1997
18.92%
19.63%
1996
9.03%
13.70%
1995
25.85%
25.63%
1994
-4.74%
-2.52%
1993
5.95%
11.37%
1992
7.46%
7.73%
1991
17.79%
24.89%
1990
1.78%
-1.10%
1989
18.72%
19.04%
1988
10.73%
12.38%
1987
4.97%
2.33%
1986
18.11%
16.43%
1985
26.90%
27.31%
1984
6.79%
8.22%
1983
11.29%
17.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.14% 4.67% 5.02% --
2023 4.71% 4.16% -2.64% 9.55%
2022 -4.99% -11.04% -4.24% 4.63%
2021 1.75% 6.35% -0.11% 5.76%
2020 -12.54% 15.12% 6.40% 7.77%
2019 10.25% 4.77% 2.24% 4.76%
2018 -0.91% 2.17% 4.51% -8.08%
2017 3.22% 1.72% 2.15% 3.98%
2016 1.63% 1.95% 2.79% 1.17%
2015 1.65% -0.41% -6.14% 2.29%

2014 1.72% 3.93% -0.07% 3.88%
2013 5.50% 0.70% 5.25% 4.88%
2012 9.11% -2.06% 3.92% -0.20%
2011 3.60% 0.63% -6.94% 6.45%
2010 4.15% -6.06% 7.63% 5.31%
2009 -3.30% 10.87% 11.47% 3.70%
2008 -5.45% -0.45% -7.72% -18.24%
2007 0.52% 2.80% 1.04% -1.14%
2006 2.01% -1.59% 3.97% 3.88%
2005 -0.84% 2.23% 2.23% 1.50%
2004 2.27% 0.08% -0.45% 5.84%
2003 -1.62% 9.84% 1.84% 6.75%
2002 -1.64% -6.56% -9.06% 4.75%
2001 -5.62% 4.57% -10.58% 7.23%
2000 2.51% -0.03% 2.19% -6.79%
1999 1.95% 1.73% -4.36% 7.66%
1998 9.44% 2.09% -6.47% 12.42%
1997 -1.62% 11.10% 7.81% 0.92%
1996 0.37% 0.32% 4.50% 3.62%
1995 6.82% 7.24% 4.95% 4.69%
1994 -3.38% -1.78% 2.08% -1.67%
1993 2.26% 0.22% 3.20% 0.17%
1992 -2.51% 0.86% 5.10% 3.98%
1991 5.76% 0.48% 3.46% 7.14%
1990 -3.24% 4.38% -5.72% 6.88%
1989 2.79% 8.10% 4.72% 2.02%
1988 7.70% 1.63% 0.36% 0.81%
1987 11.16% 2.68% 3.59% -11.22%
1986 14.65% 8.14% -7.70% 3.21%
1985 7.55% 10.03% -4.59% 12.39%
1984 -2.35% -1.22% 6.18% 4.26%
1983 6.68% 10.71% -4.40% -1.43%

Rank in Category (By Total Return)

YTD 5
1-Month 36
3-Month 24
1-Year 6
3-Year 13
5-Year 13

Load Adjusted Returns

1-Year 19.18%
3-Year 5.07%
5-Year 8.73%
10-Year 7.60%

Performance & Risk

YTD Return 15.40%
5y Average Return 8.40%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Calvert Research and Management
Net Assets 1.39B
YTD Return 21.06%
Yield 1.33%
Morningstar Rating
Inception Date Feb 01, 2019

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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