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Calvert Balanced Fund;A

Ranked 159 out of 195 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 : 31/03/2017 - 31/03/2018
  • Rank 159/195 Total Return
  • Rank 8/195 Standard Deviation
  • Rank 29/195 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.2%
2017 11.5% 3.2% 1.7% 2.2% 4.0%
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 -2.4% 2.5% 0.0% 2.2% -6.8%
1999 6.8% 2.0% 1.7% -4.4% 7.7%
1998 17.5% 9.4% 2.1% -6.5% 12.4%
1997 18.9% -1.6% 11.1% 7.8% 0.9%
1996 9.0% 0.4% 0.3% 4.5% 3.6%
1995 26.0% 6.8% 7.2% 5.0% 4.8%
1994 -4.7% -3.4% -1.8% 2.1% -1.7%
1993 6.0% 2.3% 0.2% 3.2% 0.2%
1992 7.5% -2.5% 0.9% 5.1% 4.0%
1991 17.8% 5.8% 0.5% 3.5% 7.2%
1990 1.8% -3.2% 4.4% -5.7% 6.9%
1989 18.8% 2.8% 8.1% 4.7% 2.0%
1988 10.7% 7.7% 1.6% 0.4% 0.8%
1987 4.9% 11.2% 2.7% 3.6% -11.3%
1986 18.1% 14.7% 8.2% -7.7% 3.2%
1985 26.7% 7.6% 10.0% -4.6% 12.4%
1984 6.8% -2.4% -1.2% 6.2% 4.3%
1983 11.3% 6.7% 10.7% -4.7% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/10/1982
  • Share Class size550Mn
  • Base currencyUSD
  • ISIN US1316181007

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

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).