Calvert for Institutional Investors
Mutual Fund Performance

Show Funds by:

Fund Type

Use this to display only Funds of a certain asset class or style, such as Equity or Fixed Income

Share Class

Choose which share class of funds you wish to display on the page.

Also include for each Fund:

Lipper Category Index

Checking this box will compare Fund performance to that of its Lipper Category Index.

Benchmark Index

Checking this box will compare Fund performance to that of its benchmark index.

Fund Prices
as of 2/27/2015
(as of 2/27/2015)
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
I Shares
(No Charge)
35.11 -0.08 -0.23 2.15 2.15 11.08 11.33 11.23 6.17 4.58 2/26/1999

Important Performance Disclosure

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

From June 30, 2003 to December 27, 2004, there were no Class I shareholders in Calvert 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 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.