Calvert Focused Value Fund (CRFIX) Sharpe Ratio

Sharpe ratio is not yet available for CRFIX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Calvert Focused Value Fund's Sharpe Ratio with other mutual funds in the Large Cap Value Equities category across multiple time periods, showing how CRFIX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 17, 2026.

Symbol	Name	1Y Sharpe Ratio
FGIPX	Nomura Growth and Income Fund Institutional Class	3.56
FGINX	Delaware Growth and Income Fund	3.54
MALVX	BlackRock Advantage Large Cap Value Fund	3.24
ABVYX	AB Value Fund	3.15
LSVVX	LSV Conservative Value Equity Fund	3.15
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Class	3.13
SABTX	SA U.S. Value Fund	3.12
PKAIX	PIMCO RAE US Fund	3.12
SUVZX	PGIM Quant Solutions Large-Cap Value Fund	3.07
IRVSX	Voya Russell Large Cap Value Index Portfolio Class S	3.06
CRFIX	Calvert Focused Value Fund	—

Benchmark

S&P 500 Index

Lookback Period

How to choose period

Historical Sharpe Ratio

The chart shows CRFIX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when CRFIX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

Loading charts...

Sharpe Ratio Calculator

How does CRFIX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

Analyze Your Portfolio