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)

Lipper Peer3 Risk & Returns Scanner

CSIFX.O — More Risk, More Return

Roll over fund for details

CSIFX.O outperforms 91 funds in its category for 3 Year Return, which is higher than the category median.

CSIFX.O has a higher risk than 95 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare CSIFX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales Fee4.75%
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.50%
 
 
Max 12b-1 Fee Ratio0.238
 
 
Early Redemption Fee0.00%
 
Expense Ratio0.93
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$1,334 in fees
$20,235 before
 
$18,901 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Sep 23, 2020)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
CSIFX.O11.2450.8770.20.620.94
Lipper M-A Tgt All G IX
Lipper Classification Index
12.4610.60.2930.880.955
S&P 500 TR IX
Broad-Based Index
17.5070.7740.1980.6210.935

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3Yr Return
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