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Calvert Moderate Allocation I (CLAIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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20.94
+0.16
(+0.77%)
At close: 08:05AM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
2.88%
5-year average return
6.43%
Number of years up
5
Number of years down
2
Best 1-yr total return (2 May 2024)
21.47%
Worst 1-yr total return (2 May 2024)
N/A
Best 3-yr total return
21.47%
Worst 3-yr total return
2.23%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CLAIX
Category
YTD
1.30%
9.69%
1-month
-3.19%
0.91%
3-month
1.55%
5.21%
1-year
8.53%
27.06%
3-year
0.68%
11.00%
5-year
6.15%
10.26%
10-year
6.46%
8.34%
Last bull market
18.47%
15.58%
Last bear market
-11.16%
-12.16%
Annual total return (%) history
Year
CLAIX
Category
2024
N/A
N/A
2023
13.13%
N/A
2022
-15.45%
N/A
2021
11.69%
N/A
2020
15.51%
11.72%
2019
21.47%
19.23%
2018
-4.85%
-5.76%
2017
15.50%
13.21%
2016
N/A
7.34%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
4.65%
N/A
N/A
N/A
2023
4.83%
2.65%
-4.26%
9.81%
2022
-6.19%
-11.16%
-5.03%
6.82%
2021
2.99%
4.48%
-0.18%
3.99%
2020
-14.42%
14.58%
6.50%
10.61%
2019
9.78%
3.57%
0.78%
6.01%
2018
0.09%
0.25%
3.79%
-8.63%
2017
4.37%
3.36%
3.20%
3.74%
2016
3.74%
1.74%
N/A
N/A
Rank in category (by total return)
YTD
68
1-month
45
3-month
49
1-year
73
3-year
75
5-year
51
Load adjusted returns
1-year
8.53%
3-year
0.68%
5-year
6.15%
10-year
6.46%
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