Calvert Mutual Funds List
Here you can find all mutual funds issued by Calvert and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is Calvert
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Calvert Balanced Fund Class I | Diversified Portfolio | Dec 28, 2004 | 0.65% | -6.36% | 8.86% | 5.20% | 27 | ||||||||
| Calvert US Large Cap Core Responsible Index Fund C... | Large Cap Blend Equities | Oct 3, 2017 | 0.19% | -7.67% | — | 5.92% | 37 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years