Calvert for Institutional Investors
Mutual Fund Performance

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Fund Prices
as of 4/17/2014
Return
(as of 4/17/2014)
Average Annual Total Returns
(for period ending 3/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
I Shares
(No Charge)
15.89 -0.04 -0.25 3.08 2.50 0.19 4.49 6.62 4.84 6.03 3/31/2000
I Shares
(No Charge)
16.16 -0.03 -0.19 1.18 1.00 -1.90 1.90 3.71 n/a 4.37 12/31/2008
I Shares
(No Charge)
15.06 -0.04 -0.27 1.90 1.56 n/a n/a n/a n/a 0.63 10/31/2013
I Shares
(No Charge)
30.29 0.03 0.10 2.75 2.38 7.85 9.28 15.50 8.12 7.53 7/9/2001
I Shares
(No Charge)
16.41 -0.05 -0.30 3.14 2.57 1.38 4.36 7.90 4.40 6.18 2/26/1999
I Shares
(No Charge)
16.43 0.00 0.00 1.17 0.93 1.41 2.93 4.92 4.33 5.21 2/26/2002
Fund Prices
as of 4/17/2014
Return
(as of 4/17/2014)
Average Annual Total Returns
(for period ending 3/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
I Shares
(No Charge)
15.64 0.00 0.00 0.43 0.36 0.90 1.11 2.49 n/a 3.01 10/31/2006

Important Performance Disclosure

Class A and Class I shares of Calvert High Yield Bond Fund, a series of Summit Mutual Funds, Inc. (“SMF Calvert High Yield Bond Fund”), were reorganized into the Class A and Class I shares, respectively, of an identical and newly created series of The Calvert Fund (“TCF”), Calvert High Yield Bond Fund, which commenced operations on September 18, 2009. The performance results prior to September 18, 2009, for Class A and Class I shares of TCF Calvert High Yield Bond Fund reflect the performance of the corresponding shares of SMF Calvert High Yield Bond Fund. In addition, performance results for Class A shares of TCF Calvert High Yield Bond Fund prior to February 1, 2007, the inception date for Class A shares of SMF Calvert High Yield Bond Fund, reflect the performance of Class I shares of SMF Calvert High Yield Bond Fund, adjusted for the 12b-1 distribution fees applicable to Class A.

From November 7, 2005 through April 21, 2006, there were no Class I shareholders in Calvert Short Duration Income 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.

Performance results for Class I shares of Calvert Government Fund prior to April 30, 2011 (the Class I shares' inception date) reflect the performance of Class A shares at net asset value. 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)