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 Jun 25, 2026.

Symbol	Name	1Y Sharpe Ratio
FGIPX	Nomura Growth and Income Fund Institutional Class	3.53
FGINX	Delaware Growth and Income Fund	3.52
VALAX	Al Frank Fund	3.38
SABTX	SA U.S. Value Fund	3.21
IDIVX	Integrity Dividend Harvest Fund	3.19
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Class	3.13
NPRTX	Neuberger Berman Large Cap Value Fund	3.11
MALVX	BlackRock Advantage Large Cap Value Fund	3.09
LSVVX	LSV Conservative Value Equity Fund	3.02
SLVIX	Columbia Select Large Cap Value Fund Institutional Class 2	3.02
CRFIX	Calvert Focused Value Fund	—

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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.

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