Calvert for Institutional Investors
Mutual Fund Performance

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Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
A Shares
(No Charge)
13.32 0.08 0.60 -1.27 1.67 2.92 -8.58 -1.55 n/a -0.91 6/30/2005
I Shares
(No Charge)
13.37 0.08 0.60 -1.04 1.66 3.07 -8.46 -1.47 n/a -0.83 6/30/2005
A Shares
(No Charge)
23.68 0.18 0.76 4.82 -1.67 16.46 -5.54 -1.11 -2.95 5.56 10/31/1994
I Shares
(No Charge)
25.24 0.19 0.75 5.43 -1.49 17.50 -4.67 -0.23 -1.98 1.48 2/26/1999
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
I Shares
(No Charge)
1.00 0.00 0.00 0.08 0.01 0.17 1.79 3.00 2.74 3.59 7/1/1996
A Shares
(No Charge)
14.96 0.02 0.13 4.66 2.35 8.45 1.17 3.03 n/a 3.50 4/29/2005
A Shares
(No Charge)
1.00 0.00 0.00 0.01 0.00 0.01 1.31 2.48 2.16 n/a 12/7/1976
A Shares
(No Charge)
7.79 0.04 0.51 -22.81 3.14 -22.22 -20.86 n/a n/a -18.98 5/31/2007
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
I Shares
(No Charge)
7.90 0.04 0.51 -22.56 3.23 -21.89 -20.51 n/a n/a -18.62 5/31/2007
A Shares
(No Charge)
14.74 0.06 0.41 -3.42 1.67 -0.12 n/a n/a n/a -2.59 9/30/2008
A Shares
(No Charge)
16.58 -0.02 -0.12 7.25 1.62 8.99 n/a n/a n/a 9.30 12/31/2008
A Shares
(No Charge)
26.91 0.02 0.07 9.03 4.25 19.11 5.49 5.35 n/a 5.89 7/9/2001
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
I Shares
(No Charge)
26.64 0.02 0.08 9.55 4.38 19.88 5.95 5.72 n/a 6.22 7/9/2001
A Shares
(No Charge)
16.01 -0.02 -0.12 6.09 2.34 10.36 3.90 3.72 6.06 8.44 10/12/1982
I Shares
(No Charge)
16.03 -0.02 -0.12 6.62 2.52 11.16 4.58 4.40 6.72 6.78 2/26/1999
A Shares
(No Charge)
1.00 0.00 0.00 0.01 0.00 0.01 0.63 2.02 1.82 4.43 3/1/1983
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
A Shares
(No Charge)
11.69 0.09 0.77 -0.68 4.76 4.47 -8.23 n/a n/a -8.33 5/31/2007
I Shares
(No Charge)
11.45 0.09 0.79 -0.35 4.87 4.93 -7.80 n/a n/a -7.91 5/31/2007
A Shares
(No Charge)
24.22 0.15 0.62 -5.27 -1.49 1.59 -11.96 -3.74 -3.46 7.05 8/5/1994
I Shares
(No Charge)
25.51 0.17 0.67 -4.92 -1.42 2.20 -11.44 -3.19 -2.90 7.43 8/5/1994
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
A Shares
(No Charge)
41.91 0.32 0.76 -3.01 1.70 1.13 -11.54 -2.16 2.78 2.81 12/29/1999
A Shares
(No Charge)
17.83 -0.03 -0.17 9.90 3.59 15.17 12.72 9.10 n/a 9.25 12/31/2004
A Shares
(No Charge)
15.27 0.10 0.65 -0.07 3.03 5.75 -9.23 -2.38 n/a 0.39 10/1/2004
I Shares
(No Charge)
15.72 0.10 0.64 0.45 3.16 6.49 -8.61 -1.70 n/a -0.92 6/27/2005
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
A Shares
(No Charge)
14.38 0.06 0.42 0.87 1.89 4.91 -4.60 0.28 n/a 1.24 4/29/2005
I Shares
(No Charge)
14.44 0.06 0.42 1.20 1.96 5.45 -4.16 0.56 n/a 1.50 4/29/2005
A Shares
(No Charge)
12.38 0.13 1.05 -3.69 -2.49 0.43 -11.77 -6.60 -2.29 0.08 1/31/1997
I Shares
(No Charge)
13.45 0.14 1.04 -3.13 -2.30 1.35 -11.05 -5.83 -1.40 2.79 2/26/1999
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
A Shares
(No Charge)
16.60 0.00 0.00 3.38 1.56 5.86 5.66 5.27 n/a 6.04 1/31/2002
I Shares
(No Charge)
16.66 -0.01 -0.06 3.80 1.64 6.44 6.10 5.66 n/a 6.18 2/26/2002
A Shares
(No Charge)
53.17 -0.07 -0.13 2.88 1.21 3.28 4.18 3.98 3.87 4.05 4/3/2000
I Shares
(No Charge)
53.07 -0.07 -0.13 3.07 1.26 3.55 4.42 4.23 4.12 4.30 4/3/2000
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
A Shares
(No Charge)
14.81 0.16 1.08 1.03 -2.16 3.53 -8.32 -2.87 n/a -1.07 10/1/2004
I Shares
(No Charge)
15.36 0.16 1.04 1.60 -2.01 4.36 -7.59 -2.10 n/a -0.02 4/29/2005
A Shares
(No Charge)
10.01 0.07 0.70 -2.45 0.00 3.33 -9.36 -2.32 -4.15 -3.64 6/30/2000
I Shares
(No Charge)
10.17 0.07 0.69 -2.13 0.10 3.86 -8.87 -1.78 -3.71 -3.19 6/30/2000
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
A Shares
(No Charge)
15.99 -0.01 -0.06 4.58 3.09 6.20 3.59 2.96 4.47 6.42 8/23/1983
A Shares
(No Charge)
1.00 0.00 0.00 0.01 0.00 0.01 0.96 1.70 1.53 3.58 3/4/1981
A Shares
(No Charge)
15.77 0.01 0.06 1.70 0.89 3.79 4.99 n/a n/a 4.70 10/31/2006
A Shares
(No Charge)
13.26 0.09 0.68 -2.80 5.98 -3.01 -15.85 -2.99 -2.14 3.04 7/2/1992
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
I Shares
(No Charge)
14.17 0.10 0.71 -2.29 5.99 -2.24 -15.23 -2.31 -1.36 0.45 2/26/1999
A Shares
(No Charge)
25.25 0.09 0.36 1.80 1.65 6.59 -4.03 -0.06 -0.10 7.36 10/21/1982
I Shares
(No Charge)
25.55 0.09 0.35 2.21 1.76 7.21 -3.51 0.45 0.30 1.56 2/26/1999
A Shares
(No Charge)
15.95 -0.02 -0.13 7.19 2.52 10.43 5.47 4.76 6.39 7.16 8/24/1987
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
I Shares
(No Charge)
15.97 -0.02 -0.13 7.68 2.68 11.17 6.12 5.39 7.01 6.82 3/31/2000
A Shares
(No Charge)
14.38 0.07 0.49 -0.49 0.73 6.54 -9.22 -2.71 -2.34 0.77 4/15/1998
I Shares
(No Charge)
14.64 0.08 0.55 -0.14 0.79 7.05 -8.69 -2.25 -2.01 1.11 4/15/1998
A Shares
(No Charge)
30.79 0.22 0.71 0.13 1.89 4.11 -4.95 0.19 1.25 6.62 8/24/1987
Fund Prices
as of 9/8/2010
Return
(as of 9/7/2010)
Average Annual Total Returns
(for period ending 8/31/2010)
Share Class Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since Inception Inception
I Shares
(No Charge)
32.76 0.22 0.67 0.53 1.97 4.69 -4.42 0.74 1.78 3.91 11/1/1999
O Shares
(No Charge)
1.00 0.00 0.00 0.01 0.00 0.01 1.46 2.57 2.21 4.67 10/21/1982

Important Performance Disclosure

Class A and Class I shares of Calvert High Yield Bond Fund, a series of Summit Mutual Funds, Inc. (“SMF Calvert High Yield Bond Fund”), were reorganized into the Class A and Class I shares, respectively, of an identical and newly created series of The Calvert Fund (“TCF”), Calvert High Yield Bond Fund, which commenced operations on September 18, 2009. The performance results prior to September 18, 2009, for Class A and Class I shares of TCF Calvert High Yield Bond Fund reflect the performance of the corresponding shares of SMF Calvert High Yield Bond Fund. In addition, performance results for Class A shares of TCF Calvert High Yield Bond Fund prior to February 1, 2007, the inception date for Class A shares of SMF Calvert High Yield Bond Fund, reflect the performance of Class I shares of SMF Calvert High Yield Bond Fund, adjusted for the 12b-1 distribution fees applicable to Class A.
 
Class A and Class I shares of Calvert Short-Term Government Fund, a series of Summit Mutual Funds, Inc. (“SMF Calvert Short-Term Government Fund”), were reorganized into the Class A and Class I shares, respectively, of an identical and newly created series of The Calvert Fund (“TCF”), Calvert Short-Term Government Fund, which commenced operations on September 18, 2009. The performance results prior to September 18, 2009, for Class A and Class I shares of TCF Calvert Short-Term Government Fund reflect the performance of the corresponding shares of SMF Calvert Short-Term Government Fund. In addition, performance results for Class A shares of TCF Calvert Short-Term Government Fund prior to February 1, 2007, the inception date for Class A shares of SMF Calvert Short-Term Government Fund, reflect the performance of Class I shares of SMF Calvert Short-Term Government Fund, adjusted for the 12b-1 distribution fees applicable to Class A.
 
From January 18, 2002 to January 30, 2003, and from March 12, 2003 to July 31, 2003, there were no Class I shareholders in Calvert New Vision Small Cap Fund. Accordingly, performance results for these periods reflect the performance of Class A shares at NAV (i.e., without deduction of any front-end sales charge). Actual Class I share performance would have been higher than Class A share performance because Class I, unlike Class A, has no Rule 12b-1 fees.
 
From January 18, 2002 to June 3, 2003, there were no Class I shareholders in the Calvert Capital Accumulation Fund. Performance results for Class I shares during this period reflect the performance of Class A shares at NAV (i.e., without deduction of any front-end sales charge). Actual Class I share performance would have been higher than Class A share performance because Class I, unlike Class A, has no Rule 12b-1 fees.
 
From June 31, 2003 to December 31, 2004, there were no Class I shareholders in CSIF Balanced Portfolio. Performance results for the Fund during this period reflect the performance of Class A shares at NAV (i.e., without deduction of any front-end sales charge). Actual Class I share performance would have been higher than Class A share performance because Class I, unlike Class A, has no Rule 12b-1 fees.
 
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.
 
Performance results for Class I shares of Calvert Moderate Allocation Fund and Calvert Aggressive Allocation Fund prior to January 31, 2008, the inception date for Class I shares, reflect the performance of Class A shares at net asset value (NAV). Actual Class I share performance would have been higher than Class A share performance because Class I, unlike Class A, has no Rule 12b-1 fees.
 
 
 
The Class A shares of the Everest Fund of Summit Mutual Funds, Inc. were reorganized into the Class A shares of Calvert Large Cap Value Fund, which commenced operations on 12/12/08.  Performance results for Class A shares of Calvert Large Cap Value Fund prior to 12/12/08 reflect the performance of Class A shares of the Everest Fund since their inception on 12/29/99.
 
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.
 
The Social Responsibility Portfolio of Bridgeway, Inc. ("Bridgeway") was reorganized into the Class I shares of the Calvert Large Cap Growth Fund, which commenced operations on 10/31/00. Performance results prior to 10/31/00 for Class I shares of Calvert Large Cap Growth Fund reflect the performance of Bridgeway since its inception on 8/5/94.
 

I101 (4/09)