| Fund Prices as of 5/17/2013 |
Return (as of 5/17/2013) |
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| Share Class | Price | $ Change | % Change | YTD | QTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
Inception | ||
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I Shares (No Charge) |
37.91 | 0.48 | 1.27 | 14.19 | -0.25 | 12.40 | 14.68 | 7.98 | 9.07 | 5.12 | 2/26/1999 | ||
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I Shares (No Charge) |
13.23 | 0.06 | 0.45 | 5.25 | 1.18 | n/a | n/a | n/a | n/a | 7.46 | 10/29/2012 | ||
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I Shares (No Charge) |
47.12 | 0.45 | 0.96 | 13.46 | 0.02 | 10.24 | 10.69 | 5.64 | 7.75 | 6.42 | 11/1/1999 | ||
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I Shares (No Charge) |
6.59 | 0.05 | 0.76 | 17.05 | 2.44 | 15.60 | -10.36 | -17.81 | n/a | -12.95 | 5/31/2007 | ||
| Fund Prices as of 5/17/2013 |
Return (as of 5/17/2013) |
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| Share Class | Price | $ Change | % Change | YTD | QTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
Inception | ||
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I Shares (No Charge) |
17.20 | 0.08 | 0.47 | 13.23 | 4.27 | 16.68 | 5.90 | -3.88 | 5.94 | 2.04 | 2/26/1999 | ||
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I Shares (No Charge) |
14.43 | 0.03 | 0.21 | 11.69 | 4.04 | 17.92 | 7.39 | 0.45 | n/a | 0.31 | 5/31/2007 | ||
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I Shares (No Charge) |
22.46 | 0.19 | 0.85 | 18.77 | 1.37 | 16.50 | 11.79 | 5.22 | 6.53 | 4.04 | 4/15/1998 | ||
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I Shares (No Charge) |
23.66 | 0.25 | 1.06 | 22.65 | 1.99 | 24.27 | 10.88 | 6.46 | n/a | 6.42 | 4/29/2005 | ||
| Fund Prices as of 5/17/2013 |
Return (as of 5/17/2013) |
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| Share Class | Price | $ Change | % Change | YTD | QTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
Inception | ||
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I Shares (No Charge) |
15.68 | 0.16 | 1.02 | 18.07 | 1.57 | 15.13 | 11.71 | 5.52 | 6.88 | 1.11 | 6/30/2000 | ||
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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. Index reflects no deductions for fees or expenses. An investor cannot invest directly in an index. Visit www.calvert.com to obtain performance data current to the most recent month-end. Returns for periods of less than one year are not annualized.
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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, 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.
I101 (4/09)





