Calvert for Institutional Investors
Mutual Fund Performance

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Fund Prices
as of 11/20/2014
Return
(as of 11/20/2014)
Average Annual Total Returns
(for period ending 10/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
I Shares
(No Charge)
43.26 0.26 0.60 7.27 3.96 9.29 16.14 18.93 8.95 6.16 2/26/1999
I Shares
(No Charge)
13.35 0.01 0.07 1.37 2.71 2.54 n/a n/a n/a 9.97 10/29/2012
I Shares
(No Charge)
57.31 0.02 0.03 9.83 2.79 16.04 16.98 15.22 8.57 7.64 11/1/1999
I Shares
(No Charge)
7.07 0.04 0.57 -6.48 -0.97 -2.99 6.50 -4.80 n/a -8.95 5/31/2007
I Shares
(No Charge)
19.53 0.07 0.36 -0.20 1.37 7.01 17.06 12.94 n/a 9.70 9/30/2008
I Shares
(No Charge)
17.58 -0.07 -0.40 -4.51 0.28 -1.10 10.02 6.14 3.43 2.38 2/26/1999
Fund Prices
as of 11/20/2014
Return
(as of 11/20/2014)
Average Annual Total Returns
(for period ending 10/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
I Shares
(No Charge)
15.77 -0.05 -0.32 -3.49 -1.05 1.47 14.08 9.40 n/a 2.11 5/31/2007
I Shares
(No Charge)
25.13 0.05 0.20 12.29 3.86 15.33 18.31 15.89 6.94 5.13 4/15/1998
I Shares
(No Charge)
25.96 0.16 0.62 5.70 6.50 10.05 19.17 16.92 n/a 8.09 4/29/2005
I Shares
(No Charge)
19.59 0.05 0.26 13.04 2.84 17.48 20.79 16.89 7.71 3.04 6/30/2000

Important Performance Disclosure

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.

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.

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