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Calvert Balanced Fund Class A (CSIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend2W10W9M
35.52+0.19 (+0.54%)
At close: 08:06AM EDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.71%
5-Year Average Return11.60%
Number of Years Up31
Number of Years Down7
Best 1 Yr Total Return (May 3, 2021)23.93%
Worst 1 Yr Total Return (May 3, 2021)N/A
Best 3-Yr Total Return23.93%
Worst 3-Yr Total Return-7.37%

Trailing Returns (%) Vs. Benchmarks

ReturnCSIFXCategory
YTD5.71%9.69%
1-Month2.95%0.91%
3-Month3.64%5.21%
1-Year30.04%27.06%
3-Year13.93%11.00%
5-Year11.60%10.26%
10-Year9.19%8.34%
Last Bull Market16.64%15.58%
Last Bear Market-8.24%-12.16%

Annual Total Return (%) History

N/A

Past Quarterly Returns (%)

N/A

Rank In Category (By Total Return)

YTD89
1-Month92
3-Month89
1-Year59
3-Year11
5-Year22

Load Adjusted Returns

1-Year27.93%
3-Year10.76%
5-Year9.74%
10-Year8.38%
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