Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

Calvert Balanced Portfolio;A

Ranked 171 out of 200 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks total return above the inflation rate by investing in a diversified portfolio of common stock, preferred stock, bonds, and money market instruments which satisfy social concern criteria established by the Fund.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive USD over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.2% 1.7% 2.2%
2016 7.7% 1.6% 2.0% 2.8% 1.2%
2015 -2.8% 1.7% -0.4% -6.1% 2.3%
2014 9.7% 1.7% 3.9% -0.1% 3.9%
2013 17.3% 5.5% 0.7% 5.3% 4.9%
2012 10.8% 9.1% -2.1% 3.9% -0.2%
2011 3.3% 3.6% 0.6% -6.9% 6.5%
2010 10.9% 4.2% -6.1% 7.6% 5.3%
2009 23.9% -3.3% 10.9% 11.5% 3.7%
2008 -29.0% -5.5% -0.5% -7.7% -18.2%
2007 3.2% 0.5% 2.8% 1.0% -1.1%
2006 8.4% 2.0% -1.6% 4.0% 3.9%
2005 5.2% -0.8% 2.2% 2.2% 1.5%
2004 7.8% 2.3% 0.1% -0.5% 5.8%
2003 17.5% -1.6% 9.8% 1.8% 6.8%
2002 -12.5% -1.6% -6.6% -9.0% 4.7%
2001 -5.4% -5.6% 4.6% -10.6% 7.2%
2000 -2.5% 2.5% 0.0% 2.2% -6.9%
1999 6.8% 2.0% 1.7% -4.4% 7.7%
1998 17.5% 9.4% 2.1% -6.5% 12.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/10/1982
  • Share Class size555Mn
  • Base currencyUSD
  • ISIN US1316181007

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Annual management0.40%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).