(click on a date to get related performance) All information as of Apr 30, 2023 or Mar 31, 2023 unless otherwise indicated.
Fund NameSymbol1 mo3 moYTD1 yr3 yr5 yr10 yrStandardized Performance
Calvert Moderate Allocation Fund (I) CLAIX 0.74 -0.28 5.61 0.76 7.66 5.93 6.66 See details
Calvert Conservative Allocation Fund (I) CFAIX 0.65 -0.01 4.98 -0.08 4.05 4.23 4.57 See details
Calvert Growth Allocation Fund (I) CAGIX 0.82 -0.80 6.25 0.93 11.03 7.36 8.48 See details
Calvert Balanced Fund (I) CBAIX 1.00 1.72 5.85 0.80 7.78 7.77 7.58 See details

Year to Date (YTD) returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. The Fund's past performance is no guarantee of future results. Investment return and principal value of Fund shares will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than the quoted return. For the Fund’s performance as of the most recent month-end, please refer to the fund page on  Not annualized if less than 1 year. Performance prior to December 31, 2016 reflects the performance of the Fund’s former adviser, Calvert Investment Management, Inc.