Nasdaq - Delayed Quote USD

Calvert Balanced C (CSGCX)

42.47
+0.20
+(0.47%)
At close: 8:04:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.48%
5y Average Return 9.49%
Number of Years Up 23
Number of Years Down 7
Best 1Y Total Return (May 12, 2025) 22.82%
Worst 1Y Total Return (May 12, 2025) --
Best 3Y Total Return 22.82%
Worst 3Y Total Return 2.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CSGCX
Category
YTD
-2.93%
9.69%
1-Month
-0.05%
0.91%
3-Month
-4.85%
5.21%
1-Year
10.90%
27.06%
3-Year
7.78%
11.00%
5-Year
8.80%
10.26%
10-Year
6.76%
8.34%
Last Bull Market
16.29%
15.58%
Last Bear Market
-11.22%
-12.16%

Annual Total Return (%) History

Year
CSGCX
Category
2025
--
--
2024
18.09%
--
2023
15.48%
--
2022
-15.95%
--
2021
13.42%
--
2020
14.57%
11.72%
2019
22.82%
19.23%
2018
-3.48%
-5.76%

2017
10.66%
13.21%
2016
6.87%
7.34%
2015
-3.60%
-1.93%
2014
8.91%
6.21%
2013
16.32%
16.48%
2012
9.91%
11.72%
2011
2.43%
-0.11%
2010
9.95%
11.83%
2009
22.78%
24.13%
2008
-29.62%
-28.00%
2007
2.31%
5.99%
2006
7.35%
11.29%
2005
4.19%
5.13%
2004
6.85%
8.86%
2003
16.22%
20.35%
2002
-13.33%
-12.02%
2001
-6.36%
-5.05%
2000
-3.39%
1.82%
1999
5.76%
10.71%
1998
16.24%
13.52%
1997
17.58%
19.63%
1996
7.63%
13.70%
1995
24.29%
25.63%
1994
--
-2.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.88% -- -- --
2024 6.93% 4.47% 4.82% 0.85%
2023 4.53% 3.96% -2.85% 9.38%
2022 -5.14% -11.22% -4.43% 4.43%
2021 1.54% 6.15% -0.29% 5.54%
2020 -12.72% 14.91% 6.21% 7.56%
2019 10.07% 4.58% 2.04% 4.57%
2018 -1.10% 2.01% 4.27% -8.24%
2017 3.03% 1.55% 1.94% 3.76%
2016 1.45% 1.74% 2.58% 0.94%

2015 1.45% -0.60% -6.34% 2.06%
2014 1.56% 3.73% -0.28% 3.67%
2013 5.28% 0.51% 5.06% 4.63%
2012 8.87% -2.25% 3.67% -0.38%
2011 3.44% 0.39% -7.13% 6.22%
2010 3.95% -6.23% 7.41% 5.02%
2009 -3.49% 10.60% 11.19% 3.45%
2008 -5.63% -0.69% -7.90% -18.46%
2007 0.33% 2.55% 0.83% -1.39%
2006 1.82% -1.96% 3.72% 3.68%
2005 -1.10% 2.02% 1.98% 1.25%
2004 2.03% -0.14% -0.70% 5.60%
2003 -1.85% 9.51% 1.57% 6.46%
2002 -1.84% -6.86% -9.24% 4.44%
2001 -5.86% 4.30% -10.79% 6.91%
2000 2.24% -0.29% 1.95% -7.03%
1999 1.70% 1.47% -4.57% 7.39%
1998 9.15% 1.82% -6.70% 12.10%
1997 -1.93% 10.81% 7.49% 0.66%
1996 0.05% 0.03% 4.19% 3.21%
1995 6.54% 6.88% 4.67% 4.28%
1994 -2.01% 1.71% -1.93% --

Rank in Category (By Total Return)

YTD 85
1-Month 45
3-Month 80
1-Year 12
3-Year 25
5-Year 49

Load Adjusted Returns

1-Year 9.90%
3-Year 7.78%
5-Year 8.80%
10-Year 6.76%

Performance & Risk

YTD Return -0.48%
5y Average Return 9.49%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.87
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Calvert Research and Management
Net Assets 1.33B
YTD Return -2.93%
Yield 0.69%
Morningstar Rating
Inception Date Oct 21, 1982

Fund Summary

Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities and between 25% and 50% of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.

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