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Calvert Balanced I (CBAIX)

33.63 Down 0.05(0.15%) 24 May


Performance Overview as of 28-Feb-2013Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:3.35%
5-Year Average Return:4.52%
Number of Years Up:7
Number of Years Down:1
Best 1 Yr Total Return (2009-12-31):24.63%
Worst 1 Yr Total Return (2008-12-31):-28.62%
Best 3-Yr Total Return (N/A):12.99%
Worst 3-Yr Total Return (N/A):-6.92%
Load Adjusted Returns 
1-Year:7.38%
3-Year:9.83%
5-Year:4.52%
10-Year:6.28%
Trailing Returns (%) vs. Benchmarks 
ReturnCBAIXCategoryDiffIndex*Diff
Year To Date3.35N/AN/AN/AN/A
1-Month0.63N/AN/AN/AN/A
3-Month3.75N/AN/AN/AN/A
1-Year7.38N/AN/AN/AN/A
3-Year9.83N/AN/AN/AN/A
5-Year4.52N/AN/AN/AN/A
Last Bull Market (30-Sep-2011 to 30-Apr-2012)17.02N/AN/AN/AN/A
Last Bear Market (30-Apr-2011 to 30-Sep-2011)-8.04N/AN/AN/AN/A
Annual Total Return (%) History () 
YearCBAIXCategoryDiff
2013N/AN/AN/A
2012
 
11.38N/AN/A
2011
 
3.80N/AN/A
2010
 
11.50N/AN/A
2009
 
24.63N/AN/A
2008
 
-28.62N/AN/A
2007
 
-1.02N/AN/A
2006
 
4.05N/AN/A
2005
 
1.63N/AN/A
Past Quarterly Returns (%) for CBAIX 
Q1Q2Q3Q4
20135.60N/AN/AN/A
20129.24-1.954.05-0.07
20113.740.74-6.836.60
20104.30-5.937.815.41
2009-3.1211.0211.603.84
2008-5.32-0.35-7.61-18.11
20070.632.931.144.00
20060.302.17-1.514.07
20050.32-0.252.392.35
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date58N/A
1-Month31N/A
3-Month84N/A
6-Month91N/A
1-Year71N/A
3-Year29N/A
5-Year43N/A