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Calvert Balanced A (CSIFX)
At close: 8:01:34 PM EST
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 | 23.93% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 33 |
| Number of Years Down | 8 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CSIFX | Category Average | CSIFX | Category Average | CSIFX | Category Average | |
| Alpha | 3.32 | -0.01 | 3.42 | -0.01 | 1.97 | -0 |
| BETA | 0.91 | 0.01 | 0.96 | 0.01 | 0.96 | 0.01 |
| Mean Annual Return | 0.62 | 0.01 | 0.85 | 0.01 | 0.7 | 0.01 |
| R-squared | 89.72 | 0.93 | 91.34 | 0.92 | 90.42 | 0.92 |
| Standard Deviation | 12.14 | 0.13 | 12.48 | 0.1 | 10.2 | 0.09 |
| Sharpe Ratio | 0.29 | 0.01 | 0.62 | 0.01 | 0.65 | 0.01 |
| Treynor Ratio | 3.13 | 0.09 | 7.66 | 0.09 | 6.59 | 0.07 |
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