| Fund Prices as of 9/8/2010 |
Return (as of 9/7/2010) |
|
|||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Share Class | Price | $ Change | % Change | YTD | QTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception | Inception | ||
|
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 | ||
|
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 | ||
|
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 | ||
| Fund Prices as of 9/8/2010 |
Return (as of 9/7/2010) |
|
|||||||||||
| Share Class | Price | $ Change | % Change | YTD | QTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception | Inception | ||
|
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) |
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 | ||
| Fund Prices as of 9/8/2010 |
Return (as of 9/7/2010) |
|
|||||||||||
| Share Class | Price | $ Change | % Change | YTD | QTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception | Inception | ||
|
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 | ||
|
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) |
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) |
|
|||||||||||
| Share Class | Price | $ Change | % Change | YTD | QTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception | Inception | ||
|
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 | ||
|
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 | ||
| Fund Prices as of 9/8/2010 |
Return (as of 9/7/2010) |
|
|||||||||||
| Share Class | Price | $ Change | % Change | YTD | QTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception | Inception | ||
|
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 | ||
|
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 | ||
|
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 | ||
| Fund Prices as of 9/8/2010 |
Return (as of 9/7/2010) |
|
|||||||||||
| Share Class | Price | $ Change | % Change | YTD | QTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception | Inception | ||
|
A Shares (No Charge) |
14.38 | 0.07 | 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 | ||
|
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 | ||
| 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. |
Important Performance Disclosure |
| 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. |
| 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)


