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Calvert Balanced A (CSIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
40.63-0.14 (-0.34%)
As of 08:06AM EST. Market open.

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up33
Number of Years Down8
Best 1 Yr Total Return (Feb 19, 2024)23.93%
Worst 1 Yr Total Return (Feb 19, 2024)N/A

Risk Statistics

3 Years
CSIFXCategory Average
5 Years
CSIFXCategory Average
10 Years
CSIFXCategory Average
Alpha
2.65-0.01
3.06-0.01
1.8-0
BETA
0.920.01
0.950.01
0.960.01
Mean Annual Return
0.460.01
0.80.01
0.650.01
R-squared
91.170.93
91.940.92
91.420.92
Standard Deviation
11.890.13
12.20.1
100.09
Sharpe Ratio
0.250.01
0.620.01
0.640.01
Treynor Ratio
2.540.09
7.580.09
6.420.07