Calvert Social Index Performance 

Calvert Social Index® Performance

Value
as of 8/29/2014 5:45:19 PM
(Quotes delayed 20 minutes)
Value Net Change Change
129.15 0.45 0.00
Returns as of 9/1/2014
  9/1/2014 MTD 1-Month QTD 3-Month YTD 1-Year 3-Year 5-Year 10-Year Since
Inception*
(Annualized
Return)
Total Return
(with dividends)
0.36% 0.00% 4.58% 3.01% 5.47% 9.33% 25.40% 22.29% 17.77% 8.26% 3.39%
Price Return
(without dividends)
0.35% 0.00% 4.38% 2.68% 5.02% 8.05% 23.24% 20.11% 15.80% 6.42% 1.80%
Returns as of 8/31/2014
  Value 1-Month QTD 3-Month YTD 1-Year 3-Year 5-Year 10-Year Since
Inception*
(Annualized
Return)
Total Return
(with dividends)
161.38 4.27% 3.01% 5.47% 9.33% 25.40% 21.77% 17.21% 8.28% 3.39%
Price Return
(without dividends)
129.15 4.07% 2.68% 5.02% 8.05% 23.24% 19.60% 15.24% 6.42% 1.80%

*Inception date: May 1, 2000

The Calvert Social Index is an unmanaged index that measures the performance of large, U.S.-based sustainable and responsible companies.  The Calvert Social Index is a benchmark and is not open to investors

B141 (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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