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.
- Number of Funds
- 2
- Avg. Expense Ratio
- 0.42%
- Avg. 1 Year Return
- 23.09%
- Avg. 5 Year Return
- 10.62%
- Median Risk/Return Score
- 54 / 100
Calvert Mutual Funds List
2 results
| 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% | 4.47% | 9.91% | 4.66% | 38 | ||||||||
| Calvert US Large Cap Core Responsible Index Fund C... | Large Cap Blend Equities | Oct 3, 2017 | 0.19% | 12.86% | — | 4.84% | 71 |
Explore top Calvert Mutual Fund Categories and Asset Classes
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
Best Calvert Mutual funds by Risk/Return Score
The top Calvert Mutual funds by PortfoliosLab Risk/Return Score are CSXRX (71) and CBAIX (38).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Calvert US Large Cap Core Responsible Index Fund C... | 71 | — | Oct 2017 | |
| Calvert Balanced Fund Class I | 38 | — | Dec 2004 |
Best-Performing Calvert Mutual funds Over 5 Years
The top Calvert Mutual funds is CSXRX (13.02%).
Across the lineup, Calvert Mutual funds show an average 1-year return of 23.09% and an average 5-year return of 10.62%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Calvert US Large Cap Core Responsible Index Fund C... | 13.02% | — | Oct 2017 | |
| Calvert Balanced Fund Class I | 8.22% | — | Dec 2004 |
Lowest-Cost Calvert Mutual funds
The top Calvert Mutual funds is CSXRX (0.19%).
With an average expense ratio of 0.42%, Calvert Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Calvert US Large Cap Core Responsible Index Fund C... | 0.19% | — | Oct 2017 | |
| Calvert Balanced Fund Class I | 0.65% | — | Dec 2004 |
Highest-Yield Calvert Mutual funds
The top Calvert Mutual funds is CSXRX (4.84%).
Across the lineup, Calvert Mutual funds show an average dividend yield of 4.75%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Calvert US Large Cap Core Responsible Index Fund C... | 4.84% | — | Oct 2017 | |
| Calvert Balanced Fund Class I | 4.66% | — | Dec 2004 |
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