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
- 36
- Avg. Expense Ratio
- 0.71%
- Avg. 1 Year Return
- 13.71%
- Avg. 5 Year Return
- 5.01%
- Median Risk/Return Score
- 44 / 100
Calvert Mutual Funds List
11 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 Short Duration Income Fund Class R6 | Short-Term Bond | Feb 1, 2019 | 0.45% | 0.69% | — | 4.27% | 52 | ||||||||
| Calvert Income Fund | Corporate Bonds | Oct 12, 1982 | 0.92% | -0.48% | 2.64% | 4.37% | 15 | ||||||||
| Calvert Floating-Rate Advantage Fund | Bank Loan | Oct 9, 2017 | 0.78% | — | — | 4.88% | — | ||||||||
| Calvert Green Bond Fund | Intermediate Core-Plus Bond | Oct 31, 2013 | 0.48% | -0.63% | 1.63% | 3.51% | 11 | ||||||||
| Calvert Core Bond Fund | Intermediate Core Bond | Dec 30, 2004 | 0.74% | -1.17% | 2.56% | 3.92% | 7 | ||||||||
| Calvert Short Duration Income Fund | Short-Term Bond | Jan 31, 2002 | 0.76% | 0.59% | 2.60% | 3.98% | 46 | ||||||||
| Calvert Bond Fund | Intermediate Core-Plus Bond | Aug 24, 1987 | 0.73% | -0.94% | 1.92% | 3.98% | 9 | ||||||||
| Calvert Responsible Municipal Income Fund | Municipal Bonds | Aug 22, 1983 | 0.75% | 0.12% | 1.65% | 2.96% | 58 | ||||||||
| Calvert Flexible Bond Fund | Nontraditional Bonds | Sep 29, 2014 | 0.66% | 0.13% | 3.81% | 4.51% | 29 | ||||||||
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | Oct 31, 2006 | 0.72% | 1.55% | 2.45% | 3.52% | 99 | ||||||||
| Calvert High Yield Bond Fund | High Yield Bonds | Jul 9, 2001 | 0.76% | 0.52% | 3.95% | 5.39% | 39 |
Explore top Calvert Mutual Fund Categories and Asset Classes
Calvert Equity Mutual fundsCalvert Bond Mutual fundsCalvert Multi-Asset Mutual fundsCalvert Diversified Portfolio Mutual fundsCalvert Large Cap Growth Equities Mutual fundsCalvert Emerging Markets Equities Mutual fundsCalvert Energy Equities Mutual fundsCalvert Foreign Large Cap Equities Mutual funds
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 CULAX (99) and CFJIX (95).
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 Ultra-Short Duration Income Fund | 99 | — | Oct 2006 | |
| Calvert US Large-Cap Value Responsible Index Fund | 95 | — | Jun 2015 | |
| Calvert US Mid-Cap Core Responsible Index Fund | 77 | — | Oct 2015 | |
| Calvert US Mid-Cap Core Responsible Index Fund Cla... | 76 | — | Oct 2015 | |
| Calvert US Large-Cap Core Responsible Index Fund | 76 | — | Jun 2000 |
Best-Performing Calvert Mutual funds Over 5 Years
The top Calvert Mutual funds is CSXRX (11.89%).
Across the lineup, Calvert Mutual funds show an average 1-year return of 13.71% and an average 5-year return of 5.01%, 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... | 11.89% | — | Oct 2017 | |
| Calvert US Large-Cap Core Responsible Index Fund | 11.83% | — | Jun 2000 | |
| Calvert US Large-Cap Growth Responsible Index Fund | 11.69% | — | Jun 2015 | |
| Calvert US Large-Cap Value Responsible Index Fund | 11.34% | — | Jun 2015 | |
| Calvert Emerging Markets Advancement Fund | 11.30% | — | Sep 2019 |
Lowest-Cost Calvert Mutual funds
The top Calvert Mutual funds is CSXRX (0.19%).
With an average expense ratio of 0.71%, 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 US Large-Cap Core Responsible Index Fund | 0.24% | — | Jun 2000 | |
| Calvert US Large-Cap Growth Responsible Index Fund | 0.24% | — | Jun 2015 | |
| Calvert US Large-Cap Value Responsible Index Fund | 0.24% | — | Jun 2015 | |
| Calvert US Mid-Cap Core Responsible Index Fund | 0.24% | — | Oct 2015 |
Highest-Yield Calvert Mutual funds
The top Calvert Mutual funds is CSIEX (23.84%).
Across the lineup, Calvert Mutual funds show an average dividend yield of 5.05%, 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 Equity Fund | 23.84% | — | Aug 1987 | |
| Calvert Equity Fund Class I | 19.07% | — | — | |
| Calvert Small-Cap Fund | 12.76% | — | Oct 2004 | |
| Calvert US Large-Cap Value Responsible Index Fund | 7.39% | — | Jun 2015 | |
| Calvert High Yield Bond Fund | 5.39% | — | Jul 2001 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
CULAX vs. TQQQCULAX vs. DFYGXCULAX vs. SPYCULAX vs. MUIIXCULAX vs. CAAAXCFICX vs. PTIAXCFICX vs. MNHYXCFICX vs. LKFIXCFICX vs. CSIFXCFICX vs. COIIXCYBIX vs. CVMIXCYBIX vs. TIREXCYBIX vs. BNDCYBIX vs. BIVCYBIX vs. VCITCLDAX vs. FGMNXCLDAX vs. ETH-USDCLDAX vs. FUAMXCLDAX vs. FXNAXCLDAX vs. VOOCDSRX vs. VSDMCDSRX vs. DLDFXCDSRX vs. GPARXCDSRX vs. SNSAXCDSRX vs. STBFXCGBIX vs. SCHDCGBIX vs. AAIIXCGBIX vs. SSASXCGBIX vs. MCFIXCGBIX vs. AMFIXCSIBX vs. DODLXCSIBX vs. NPCTCSIBX vs. CGJIXCSIBX vs. SSASXCSIBX vs. CRFIXCSDAX vs. CDHIXCSDAX vs. THOPXCSDAX vs. VFSUXCSDAX vs. CGJIXCSDAX vs. FTHRXCUBIX vs. CFJIXCUBIX vs. CDHIXCUBIX vs. CVMIXCUBIX vs. GMODXCUBIX vs. EIGMXCFOIX vs. EIFAXCFOIX vs. PLFLXCFOIX vs. CGJIXCFOIX vs. FAFRXCFOIX vs. XPTFX