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Calvert - Calvert Funds - Performance

Share Class: Fund Type:

  Average Annual Returns(%) For Period Ending 4/30/2008  
Class YTD Return
as of 5/8/2008
QTD 1-Year 3-Year 5-Year 10-Year Since
Inception
Inception
Date
Calvert Capital Accumulation Fund (CCAFX)
A (4.75% Sales Charge) -5.24 0.53 -4.43 5.03 8.19 1.78 7.57 10/31/1994
A (No Sales Charge) -0.51 5.54 0.35 6.74 9.25 2.28 7.96  
Russell Midcap Growth Index -2.62 7.26 -1.93 11.81 15.29 5.75 10.20  
Lipper Mid-Cap Growth Index -4.78 7.51 4.40 14.84 15.21 5.84 9.59  
Calvert Global Alternative Energy Fund (CGAEX)
A (4.75% Sales Charge) -13.87 1.74 n/a n/a n/a n/a 11.37 5/31/2007
A (No Sales Charge) -9.58 6.82 n/a n/a n/a n/a 16.93  
MSCI World Index -2.81 5.34 n/a n/a n/a n/a -4.72  
Lipper Natural Resources Fund Index 12.02 10.20 n/a n/a n/a n/a 23.05  
Calvert International Opportunities Fund (CIOAX)
A (4.75% Sales Charge) -7.31 1.29 n/a n/a n/a n/a -5.52 5/31/2007
A (No Sales Charge) -2.71 6.36 n/a n/a n/a n/a -0.80  
Citigroup/S&P World Ex-U.S. EMI Index -2.51 2.30 n/a n/a n/a n/a -10.40  
Lipper International Small/Mid-Cap Core Index -1.47 3.42 n/a n/a n/a n/a -10.64  
Calvert Large Cap Growth Fund (CLGAX)
A (4.75% Sales Charge) -13.09 0.16 -7.68 7.47 11.06 5.33 10.46 8/5/1994
A (No Sales Charge) -8.76 5.14 -3.07 9.23 12.15 5.85 10.85  
S&P 500 Total Return Index -4.13 4.87 -4.68 8.23 10.62 3.89 10.35  
Lipper Large-Cap Growth Index -4.42 6.16 3.08 9.35 9.52 1.46 7.98  
Calvert Mid Cap Value Fund (CMVAX)
A (4.75% Sales Charge) -9.84 0.57 -15.78 3.15 n/a n/a 4.59 10/1/2004
A (No Sales Charge) -5.35 5.56 -11.58 4.84 n/a n/a 6.02  
Russell Midcap Value Index -1.41 6.10 -11.65 9.66 n/a n/a 10.94  
Lipper Mid-Cap Core Index -2.54 6.22 -5.24 10.18 n/a n/a 9.96  
  Average Annual Returns(%) For Period Ending 4/30/2008  
Class YTD Return
as of 5/8/2008
QTD 1-Year 3-Year 5-Year 10-Year Since
Inception
Inception
Date
Calvert New Vision Small Cap Fund (CNVAX)
A (4.75% Sales Charge) -12.52 -1.33 -16.58 -3.56 3.43 1.16 1.73 1/31/1997
A (No Sales Charge) -8.16 3.57 -12.43 -1.99 4.44 1.65 2.18  
Russell 2000 Index -5.66 4.19 -10.96 8.62 13.76 5.33 7.40  
Lipper Small-Cap Growth Index -9.15 5.72 -7.07 8.80 12.11 4.46 5.82  
Calvert Small Cap Value Fund (CCVAX)
A (4.75% Sales Charge) -8.62 -0.29 -13.71 3.83 n/a n/a 2.59 10/1/2004
A (No Sales Charge) -4.08 4.67 -9.40 5.52 n/a n/a 4.00  
Russell 2000 Value Index -3.43 3.16 -15.13 7.29 n/a n/a 6.37  
Lipper Small-Cap Core Index -3.76 4.83 -8.53 9.00 n/a n/a 7.61  
Calvert Social Index Fund (CSXAX)
A (4.75% Sales Charge) -10.13 -0.66 -12.06 4.23 6.74 n/a -2.64 6/30/2000
A (No Sales Charge) -5.63 4.30 -7.69 5.92 7.77 n/a -2.03  
Calvert Social Index -5.32 4.39 -7.13 6.61 8.58 n/a -1.32  
Lipper Multi-Cap Core Index -3.68 5.03 -4.74 9.27 11.96 n/a 2.28  
Calvert Social Investment Fund Enhanced Equity Portfolio (CMIFX)
A (4.75% Sales Charge) -7.93 -0.56 -13.52 3.43 6.58 2.79 2.68 4/15/1998
A (No Sales Charge) -3.35 4.39 -9.20 5.13 7.62 3.29 3.18  
Russell 1000 Index -3.86 5.07 -4.62 8.63 11.22 4.24 4.15  
Lipper Multi-Cap Core Index -3.68 5.03 -4.74 9.27 11.96 4.55 4.43  
Calvert Social Investment Fund Equity Portfolio (CSIEX)
A (4.75% Sales Charge) -6.17 0.73 -1.74 6.78 8.24 5.82 7.99 8/24/1987
A (No Sales Charge) -1.48 5.75 3.17 8.52 9.30 6.34 8.24  
S&P 500 Total Return Index -4.13 4.87 -4.68 8.23 10.62 3.89 n/a  
Lipper Multi-Cap Core Index -3.68 5.03 -4.74 9.27 11.96 4.55 9.12  
  Average Annual Returns(%) For Period Ending 4/30/2008  
Class YTD Return
as of 5/8/2008
QTD 1-Year 3-Year 5-Year 10-Year Since
Inception
Inception
Date
Calvert World Values International Equity Fund (CWVGX)
A (4.75% Sales Charge) -6.64 -0.52 -12.79 10.98 14.78 3.39 6.15 7/2/1992
A (No Sales Charge) -1.98 4.44 -8.44 12.79 15.91 3.90 6.48  
MSCI EAFE IMI Index -2.39 5.22 -2.26 16.57 21.21 7.44 n/a  
Lipper International Multi-Cap Core Index -3.23 5.56 0.05 16.28 20.24 7.63 9.61  

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. Indices reflect no deductions for fees or expenses. An investor cannot invest directly in an index.
 
FUND EXPENSES
Performance data quoted above already reflects deduction for fund operating expenses.
Fund Expense Ratio
(if no waiver/
reimbursement
in effect)
Net Expense Ratio
(if waiver/
reimbursement
in effect)
Gross Expense Ratio
(if waiver/
reimbursement
in effect)
Calvert Capital Accumulation Fund (CCAFX) 1.66% n/a n/a
Calvert Global Alternative Energy Fund (CGAEX) n/a 1.85% 2.54%
Calvert International Opportunities Fund (CIOAX) n/a 1.66% 2.65%
Calvert Large Cap Growth Fund (CLGAX) 1.28% n/a n/a
Calvert Mid Cap Value Fund (CMVAX) n/a 1.59% 1.66%
Calvert New Vision Small Cap Fund (CNVAX) 1.76% n/a n/a
Calvert Small Cap Value Fund (CCVAX) n/a 1.69% 1.84%
Calvert Social Index Fund (CSXAX) n/a 0.75% 1.09%
Calvert Social Investment Fund Enhanced Equity Portfolio (CMIFX) 1.33% n/a n/a
Calvert Social Investment Fund Equity Portfolio (CSIEX) 1.21% n/a n/a
Calvert World Values International Equity Fund (CWVGX) 1.64% n/a n/a

FEE WAIVERS:

Calvert Small Cap Value Fund, Calvert Global Alternative Energy Fund, Calvert Capital Accumulation Fund, Calvert International Opportunities Fund, Calvert Mid Cap Value Fund, Calvert New Vision Small Cap Fund, CSIF Enhanced Equity Portfolio, Calvert Aggressive Allocation Fund, Calvert Conservative Allocation Fund, Calvert Moderate Allocation Fund, Calvert Long-Term Income Fund, Calvert Short Duration Income Fund, Calvert Ultra-Short Floating Income Fund: Net expense ratio reflects contractual fee waiver and/or expense reimbursement through January 31, 2009.

Calvert Social Index Fund: Net expense ratio reflects contractual fee waiver and/or expense reimbursement through January 31, 2016.

Calvert First Government Money Market Fund: Net expense ratio reflects contractual fee waiver and/or expense reimbursement through April 30, 2008.



The Social Responsibility Portfolio of Bridgeway Fund, Inc. ("Bridgeway") was reorganized into the Class I Shares of the Calvert Large Cap Growth Fund, which commenced operations on October 31, 2000. Performance results for Class A shares of Calvert Large Cap Growth Fund prior to October 31, 2000 reflect the performance of Class I, i.e., Bridgeway, for that period, but have been adjusted to reflect the Class A sales charges.

*Money market fund yields fluctuate and past performance is not a guarantee of future results. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund. Yield quotation more closely reflects the current earnings of the money market fund than the total return quotation.

B shares returns reflect the deduction of Class B contingent deferred sales charge for the appropriate holding period: 5% year one, 4% years two and three, 3% year 4, 2% year five and 1% year six.

C shares returns reflect the deduction of Class C contingent deferred sales charge of 1% for redemption within one year.

Calvert Insured Plus is a federally insured money market deposit account; it is not a mutual fund.
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Calvert mutual funds are underwritten and distributed by Calvert Distributors Inc., member FINRA, a subsidiary of Calvert Group, Ltd. 1-800-368-2748