Calvert Balanced Fund (CSIFX.O)

At A Glance

You hold CSIFX.O in 0 portfolios

Net Asset Value

36.91USD

 0.22 +0.60%

09/22/2020

Category
Mixed Equity
YTD Return (Cumulative)
 6.08%
Classification
Mix Tgt All Gro
5 Year Return (Annualized)
 9.69%
Manager Benchmark
Lipper M-A Tgt All G IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Growth of $10,000 over 10 years »

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Total Return Performance (as of Sep 22, 2020)

Cumulative Performance
Fund or Index1 Day1 Week4 Weeks13 WeeksYTD1 Year
CSIFX.O 0.60% 1.65% 2.28% 4.96% 6.08% 10.89%

Lipper M-A Tgt All G IX

 0.46% 1.80% 2.20% 4.20% 3.90% 9.60%
Percentile Rank
CSIFX.O vs. Category
212849151013
Annualized Performance
3 Year5 Year10 YearSince Inception
CSIFX.O 10.02% 9.25% 8.82% 7.77%
Oct 21, 1982

Lipper M-A Tgt All G IX

 7.20% 8.80% 8.80%--
Percentile Rank
CSIFX.O vs. Category
51528--

Quarter-To-Quarter

CSIFX.O
vs.
Equity Funds

Lipper Leaders Rating Overall

Total
Return
Consistent
Return
Capital
Preservation
ExpenseTax
Efficiency
Overview
Overall Rating
Peers with Rating*
444 Funds
443 Funds
4607 Funds
131 Funds
444 Funds

CSIFX.O Performance

1 Year
(Cumulative)
Category Range
SEC Performance
as of Aug 31, 2020
 9.26%
After Tax
Pre-Liquidation
as of Aug 31, 2020
 8.17%
After Tax
Post-Liquidation
as of Aug 31, 2020
 5.79%

Distributions

1 YR Dividend Income / Share(by US Dollar)

CSIFX.O returned $1.19 in dividend income over the past year which was  Above the median for the Mixed Equity and is in the 89th percentile of funds in this category.
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