Sortino 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 Sortino 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 Aug 1, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| FGIPX | Nomura Growth and Income Fund Institutional Class | 5.08 | |||
| FGINX | Delaware Growth and Income Fund | 5.05 | |||
| PKAIX | PIMCO RAE US Fund | 4.66 | |||
| LSVVX | LSV Conservative Value Equity Fund | 4.60 | |||
| SUVZX | PGIM Quant Solutions Large-Cap Value Fund | 4.46 | |||
| MALVX | BlackRock Advantage Large Cap Value Fund | 4.45 | |||
| MDLVX | BlackRock Advantage Large Cap Value Fund Investor A | 4.38 | |||
| TOWFX | Towpath Focus Fund | 4.35 | |||
| SABTX | SA U.S. Value Fund | 4.34 | |||
| IDIVX | Integrity Dividend Harvest Fund | 4.31 | |||
| CRFIX | Calvert Focused Value Fund | — |
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Historical Sortino Ratio
The chart shows CRFIX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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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