CSIFX - Calvert Balanced Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

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

Risk Statistics

3 Years
CSIFXCategory Average
5 Years
CSIFXCategory Average
10 Years
CSIFXCategory Average
Alpha
1.45-0.01
2.51-0.01
1.58-0
BETA
0.940.01
0.980.01
0.980.01
Mean Annual Return
0.660.01
0.670.01
0.620.01
R-squared
91.90.93
92.320.92
91.730.92
Standard Deviation
11.890.13
12.170.1
9.670.09
Sharpe Ratio
0.560.01
0.530.01
0.670.01
Treynor Ratio
6.650.09
6.080.09
6.380.07