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Friday, December 25, 2009, 10:51PM ET - U.S. Markets Closed for Christmas. Dow Up 0.51% Nasdaq Up 0.71%
Calvert Social Investment Balanced C (CSGCX)On Dec 24: 24.53  Up 0.04 (0.16%)  
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Performance  As of 30-Nov-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Low
Year to Date Return:21.16%
5-Year Average Return:-0.03%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):7.35%
Worst 1-Yr Total Return (2008):-29.62%
Best 3-Yr Total Return (2004-6):6.12%
Worst 3-Yr Total Return (2006-8):-8.22%
LOAD ADJUSTED RETURNS 
1-Year:-4.18%
3-Year:-3.95%
5-Year:0.19%
10-Year:0.00%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnCSGCXCategoryDiffIndex*Diff
Year To Date21.1622.21-1.05N/AN/A
1-Month3.223.58-0.36N/AN/A
3-Month5.415.74-0.33N/AN/A
1-Year21.1726.14-4.97N/AN/A
3-Year-4.40-2.18-2.22N/AN/A
5-Year-0.032.20-2.23N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)28.5433.99-5.45N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-12.80-9.13-3.67N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearCSGCXCategoryDiff
2009N/AN/AN/A
2008
 
-29.62-28.00-1.62
2007
 
2.315.99-3.68
2006
 
7.3511.29-3.94
2005
 
4.195.13-0.94
2004
 
6.858.86-2.01
2003
 
16.2220.35-4.13
2002
 
-13.33-12.02-1.31
2001
 
-6.36-5.05-1.31
2000
 
-3.391.82-5.21
1999
 
5.7610.71-4.95
PAST QUARTERLY RETURNS (%) FOR CSGCX 
Q1Q2Q3Q4
2009-3.4910.6011.19N/A
2008-5.63-0.69-7.90-18.46
20070.332.550.83-1.39
20061.82-1.963.723.68
2005-1.102.021.981.25
20042.03-0.14-0.705.60
2003-1.859.511.576.46
2002-1.84-6.86-9.244.44
2001-5.864.30-10.796.91
20002.24-0.291.95-7.03
1999N/AN/AN/A7.39
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date734118461.99
1-Month690123355.96
3-Month761122961.92
6-Month761120863.00
1-Year671118356.72
3-Year64993269.64
5-Year58678474.74

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