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Calvert Moderate Allocation I (CLAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.63-0.06 (-0.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.65%
5-year average return6.32%
Number of years up5
Number of years down2
Best 1-yr total return (23 Apr 2024)21.47%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return21.47%
Worst 3-yr total return2.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCLAIXCategory
YTD4.65%9.69%
1-month2.44%0.91%
3-month4.65%5.21%
1-year12.94%27.06%
3-year2.77%11.00%
5-year7.40%10.26%
10-year6.79%8.34%
Last bull market23.26%15.58%
Last bear market-11.16%-12.16%

Annual total return (%) history

Year
CLAIXCategory
2024
N/AN/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/A7.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.65%N/AN/AN/A
20234.83%2.65%-4.26%9.81%
2022-6.19%-11.16%-5.03%6.82%
20212.99%4.48%-0.18%3.99%
2020-14.42%14.58%6.50%10.61%
20199.78%3.57%0.78%6.01%
20180.09%0.25%3.79%-8.63%
20174.37%3.36%3.20%3.74%
20163.74%1.74%N/AN/A

Rank in category (by total return)

YTD70
1-month51
3-month70
1-year74
3-year76
5-year49

Load adjusted returns

1-year12.94%
3-year2.77%
5-year7.40%
10-year6.79%