Calvert for Institutional Investors
Mutual Fund Performance

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Fund Prices
as of 3/5/2015
Return
(as of 3/5/2015)
Average Annual Total Returns
(for period ending 2/28/2015)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
I Shares
(No Charge)
40.47 -0.04 -0.10 6.05 6.97 12.93 16.34 18.42 8.97 6.60 2/26/1999
I Shares
(No Charge)
12.98 0.01 0.08 3.43 4.22 8.24 n/a n/a n/a 8.38 10/29/2012
I Shares
(No Charge)
55.58 0.15 0.27 4.59 4.22 15.10 16.70 15.56 8.84 7.98 11/1/1999
I Shares
(No Charge)
7.26 0.12 1.65 7.24 5.17 -8.83 6.47 -2.72 n/a -8.62 5/31/2007
I Shares
(No Charge)
17.71 0.06 0.34 0.34 1.02 -4.67 12.10 10.63 n/a 8.50 9/30/2008
I Shares
(No Charge)
18.02 0.02 0.11 6.12 6.89 0.34 9.24 7.10 2.45 2.55 2/26/1999
Fund Prices
as of 3/5/2015
Return
(as of 3/5/2015)
Average Annual Total Returns
(for period ending 2/28/2015)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
I Shares
(No Charge)
15.27 0.06 0.39 5.60 6.29 -0.68 12.35 9.48 n/a 2.52 5/31/2007
I Shares
(No Charge)
24.18 -0.03 -0.12 2.46 2.50 13.63 16.60 14.83 6.74 5.28 4/15/1998
I Shares
(No Charge)
24.34 0.05 0.21 3.53 3.53 11.58 18.78 16.13 n/a 8.50 4/29/2005
I Shares
(No Charge)
19.76 0.04 0.20 3.19 3.03 16.20 19.06 16.46 7.91 3.39 6/30/2000

Important Performance Disclosure

Calvert Investments does not provide tax advice, and nothing on thisĀ site should be construed as tax advice. Before acting on any such information, consult your own accountant or tax advisor.

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member FINRA and subsidiary of Calvert Investments, Inc.

For more information on any Calvert fund, please contact your financial advisor, call Calvert at 800.368.2748, or download a free summary prospectus and/or prospectus. An institutional investor should call Calvert at 800.327.2109. An investor should consider the investment objectives, risks, charges and expenses of an investment carefully before investing. The summary prospectus and prospectus contain this and other information. Read them carefully before you invest or send money.

From January 18, 2002 to April 29, 2005, there were no Class I shareholders in Calvert Large Cap Core Portfolio. Performance results for Class I shares 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 has lower class-specific expenses than Class A.

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 has lower class-specific expenses than Class A.

Performance results for Class I shares of Calvert Global Water Fund prior to January 31, 2014, the inception date for Class I shares, 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 has lower class-specific expenses than Class A.

I101 (4/09)

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

This site intended for citizens and permanent residents of the United States of America.