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Calvert Balanced Fund Class A (CSIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
35.33+0.07 (+0.20%)
At close: 08:01PM EDT
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Risk Overview

Morningstar Risk Rating★★
Number of Years Up32
Number of Years Down8
Best 1 Yr Total Return (Mar 19, 2023)23.93%
Worst 1 Yr Total Return (Mar 19, 2023)N/A

Risk Statistics

3 Years
CSIFXCategory Average
5 Years
CSIFXCategory Average
10 Years
CSIFXCategory Average
Alpha
1-0.01
2.05-0.01
1.4-0
BETA
0.980.01
0.980.01
0.980.01
Mean Annual Return
0.520.01
0.570.01
0.610.01
R-squared
93.920.93
92.530.92
91.910.92
Standard Deviation
14.020.13
12.130.1
9.640.09
Sharpe Ratio
-0.130.01
0.370.01
1.430.01
Treynor Ratio
4.450.09
50.09
6.330.07
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