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Calvert Balanced Fund (CSGCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
34.38+0.18 (+0.53%)
As of 08:06AM EDT. Market open.
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.53%
5-Year Average Return6.27%
Number of Years Up21
Number of Years Down7
Best 1 Yr Total Return (Mar 29, 2023)22.82%
Worst 1 Yr Total Return (Mar 29, 2023)N/A
Best 3-Yr Total Return22.82%
Worst 3-Yr Total Return-1.69%

Trailing Returns (%) Vs. Benchmarks

ReturnCSGCXCategory
YTD3.53%9.69%
1-Month2.39%0.91%
3-Month3.53%5.21%
1-Year-9.05%27.06%
3-Year8.76%11.00%
5-Year6.27%10.26%
10-Year6.28%8.34%
Last Bull Market21.47%15.58%
Last Bear Market-11.22%-12.16%

Annual Total Return (%) History

Year
CSGCXCategory
2022
-15.95%N/A
2021
13.42%N/A
2020
14.57%11.72%
2019
22.82%19.23%
2018
-3.48%-5.76%
2017
10.66%13.21%
2016
6.87%7.34%
2015
-3.60%-1.93%
2014
8.91%6.21%
2013
16.32%16.48%
2012
9.91%11.72%
2011
2.43%-0.11%
2010
9.95%11.83%
2009
22.78%24.13%
2008
-29.62%-28.00%
2007
2.31%5.99%
2006
7.35%11.29%
2005
4.19%5.13%
2004
6.85%8.86%
2003
16.22%20.35%
2002
-13.33%-12.02%
2001
-6.36%-5.05%
2000
-3.39%1.82%
1999
5.76%10.71%
1998
16.24%13.52%
1997
17.58%19.63%
1996
7.63%13.70%
1995
24.29%25.63%
1994
N/A-2.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2022-5.14%-11.22%-4.43%4.43%
20211.54%6.15%-0.29%5.54%
2020-12.72%14.91%6.21%7.56%
201910.07%4.58%2.04%4.57%
2018-1.10%2.01%4.27%-8.24%
20173.03%1.55%1.94%3.76%
20161.45%1.74%2.58%0.94%
20151.45%-0.60%-6.34%2.06%
20141.56%3.73%-0.28%3.67%
20135.28%0.51%5.06%4.63%
20128.87%-2.25%3.67%-0.38%
20113.44%0.39%-7.13%6.22%
20103.95%-6.23%7.41%5.02%
2009-3.49%10.60%11.19%3.45%
2008-5.63%-0.69%-7.90%-18.46%
20070.33%2.55%0.83%-1.39%
20061.82%-1.96%3.72%3.68%
2005-1.10%2.02%1.98%1.25%
20042.03%-0.14%-0.70%5.60%
2003-1.85%9.51%1.57%6.46%
2002-1.84%-6.86%-9.24%4.44%
2001-5.86%4.30%-10.79%6.91%
20002.24%-0.29%1.95%-7.03%
19991.70%1.47%-4.57%7.39%
19989.15%1.82%-6.70%12.10%
1997-1.93%10.81%7.49%0.66%
19960.05%0.03%4.19%3.21%
19956.54%6.88%4.67%4.28%
1994-2.01%1.71%-1.93%N/A

Rank In Category (By Total Return)

YTD80
1-Month66
3-Month87
1-Year86
3-Year68
5-Year29

Load Adjusted Returns

1-Year-10.13%
3-Year4.56%
5-Year5.54%
10-Year6.25%
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