PortfoliosLab logoPortfoliosLab logo

Calvert Research and Management Mutual Funds List

Here you can find all mutual funds issued by Calvert Research and Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is Calvert Research and Management
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 US Mid-Cap Core Responsible Index FundMid Cap Blend EquitiesOct 30, 20150.24%
1.01%
10.77%
4.54%
31
Calvert International Opportunities FundForeign Small & Mid Cap EquitiesMay 30, 20071.06%
-2.29%
6.02%
3.57%
17
Calvert Focused Value FundLarge Cap Value EquitiesApr 28, 20220.74%
-0.74%
5.81%
26
Calvert Short Duration Income FundShort-Term BondJan 31, 20020.76%
-0.24%
2.74%
4.06%
93
Calvert Bond FundIntermediate Core-Plus BondAug 24, 19870.73%
-0.60%
2.28%
4.01%
37
Calvert Equity FundLarge Cap Growth EquitiesAug 24, 19870.91%
-9.59%
11.56%
25.40%
3
Calvert Balanced FundDiversified PortfolioOct 20, 19820.91%
-4.37%
8.76%
4.67%
28
Calvert Responsible Municipal Income FundMunicipal BondsAug 22, 19830.75%
-0.45%
1.82%
3.26%
41
Calvert Flexible Bond FundNontraditional BondsSep 29, 20140.66%
-0.43%
4.14%
4.54%
90
Calvert Ultra-Short Duration Income FundUltrashort BondOct 31, 20060.72%
0.41%
2.44%
3.63%
99
Calvert Emerging Markets Equity FundEmerging Markets DiversifiedOct 30, 20120.99%
4.69%
8.31%
2.15%
88
Calvert International Equity FundForeign Large Cap EquitiesJul 1, 19921.14%
-5.80%
7.10%
6.11%
14
Calvert High Yield Bond FundHigh Yield BondsJul 9, 20010.76%
-1.15%
4.40%
5.08%
82

Rows per page

21–33 of 33

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.

0%Annualized Volatility0%Annualized Return

Loading graphics...