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Sunday, December 6, 2009, 12:25PM ET - U.S. Markets Closed. Dow Up 0.22% Nasdaq Up 0.98%
Calvert Social Investment Balanced A (CSIFX)On Dec 4: 24.64  Up 0.10 (0.41%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Low
Year to Date Return:18.27%
5-Year Average Return:0.74%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):8.43%
Worst 1-Yr Total Return (2008):-28.98%
Best 3-Yr Total Return (2004-6):7.14%
Worst 3-Yr Total Return (2006-8):-7.37%
LOAD ADJUSTED RETURNS 
1-Year:-6.93%
3-Year:-4.65%
5-Year:0.15%
10-Year:0.49%
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnCSIFXCategoryDiffIndex*Diff
Year To Date18.2718.160.11N/AN/A
1-Month-1.04-1.240.2N/AN/A
3-Month4.334.71-0.38N/AN/A
1-Year11.8915.73-3.84N/AN/A
3-Year-4.16-2.66-1.5N/AN/A
5-Year0.742.10-1.36N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)29.2333.32-4.09N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-11.98-8.51-3.47N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearCSIFXCategoryDiff
2009N/AN/AN/A
2008
 
-28.98-28.00-0.98
2007
 
3.235.99-2.76
2006
 
8.4311.29-2.86
2005
 
5.185.130.05
2004
 
7.848.86-1.02
2003
 
17.4920.35-2.86
2002
 
-12.46-12.02-0.44
2001
 
-5.37-5.05-0.32
2000
 
-2.381.82-4.20
1999
 
6.8010.71-3.91
PAST QUARTERLY RETURNS (%) FOR CSIFX 
Q1Q2Q3Q4
2009-3.3010.8711.47N/A
2008-5.45-0.45-7.72-18.24
20070.522.801.04-1.14
20062.01-1.593.973.88
2005-0.842.232.231.50
20042.270.08-0.455.84
2003-1.629.841.846.75
2002-1.64-6.56-9.064.75
2001-5.624.57-10.587.23
20002.51-0.032.19-6.79
1999N/AN/AN/A7.66
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date593121148.97
1-Month654125851.99
3-Month942125675.00
6-Month854122070.00
1-Year697120457.89
3-Year55995058.84
5-Year50279663.07

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