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)

Lipper Peer3 Risk & Returns Scanner

CAAAX.O — More Risk, More Return

Roll over fund for details

CAAAX.O outperforms 89 funds in its category for 3 Year Return, which is higher than the category median.

CAAAX.O has a higher risk than 58 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare CAAAX.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 Fee-0.09%
 
 
Max 12b-1 Fee Ratio0.25
 
 
Early Redemption Fee0.00%
 
Expense Ratio0.43
 
 

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

$1,053 in fees
$20,253 before
 
$19,200 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 Oct 19, 2020)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
CAAAX.O16.210.558-0.270.920.98
Lipper M-A Tgt All A IX
Lipper Classification Index
16.5420.4660.1330.9750.995
S&P 500 TR IX
Broad-Based Index
17.5070.774-0.2660.9210.976

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