Calvert Growth Allocation Fund (CAAAX.O)

At A Glance

You hold CAAAX.O in 0 portfolios

Net Asset Value

22.96USD

 0.04 +0.17%

10/16/2020

Category
Mixed Equity
YTD Return (Cumulative)
 7.04%
Classification
Mix Tgt All Agg Gr
5 Year Return (Annualized)
 9.93%
Manager Benchmark
Lipper M-A Tgt All A 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 Oct 16, 2020)

Cumulative Performance
Fund or Index1 Day1 Week4 Weeks13 WeeksYTD1 Year
CAAAX.O 0.17% 0.17% 3.70% 8.20% 7.04% 15.95%

Lipper M-A Tgt All A IX

 0.10% 0.20% 3.90% 7.50% 5.50% 12.50%
Percentile Rank
CAAAX.O vs. Category
14204582416
Annualized Performance
3 Year5 Year10 YearSince Inception
CAAAX.O 9.15% 9.85% 9.76% 6.74%
Jun 30, 2005

Lipper M-A Tgt All A IX

 7.20% 8.80% 8.80%--
Percentile Rank
CAAAX.O vs. Category
81819--

Quarter-To-Quarter

CAAAX.O
vs.
Equity Funds

Lipper Leaders Rating Overall

Total
Return
Consistent
Return
Capital
Preservation
ExpenseTax
Efficiency
Overview
Overall Rating
Peers with Rating*
144 Funds
143 Funds
4538 Funds
32 Funds
144 Funds

CAAAX.O Performance

1 Year
(Cumulative)
Category Range
SEC Performance
as of Sep 30, 2020
 7.17%
After Tax
Pre-Liquidation
as of Sep 30, 2020
 6.30%
After Tax
Post-Liquidation
as of Sep 30, 2020
 4.83%

Distributions

1 YR Dividend Income / Share(by US Dollar)

CAAAX.O returned $0.76 in dividend income over the past year which was  Above the median for the Mixed Equity and is in the 70th percentile of funds in this category.
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