CSGCX
Calvert Balanced-C
$42.58
-0.01 (-0.02%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced |
|---|---|
| Market Cap | 1248.612M |
| 52 Week High | 42.59 |
| 52 Week Low | 33.416 |
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Key Data
| Symbol | CSGCX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced |
| Price | 42.58 |
| Price Yesterday | 42.59 |
| Market Cap | 1,248.61 |
| YTD Return | 13.33% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.01 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0168 |
Overview
| 52 Week High | 42.59 |
|---|---|
| 52 Week Low | 33.42 |
| Market Cap | 1,248.61M |
| Shares Outstanding | 29.32M |
| Income Dividend Yield | 1.57% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.57% |
Returns Annualized
| One Day | -5.75% |
|---|---|
| Five Days | 112.13% |
| One Months | 54.23% |
| Three Months | 30.61% |
| Six Months | 29.90% |
| Nine Months | 32.41% |
| One Year | 22.11% |
| Three Years | 4.57% |
| Five Years | 8.64% |
| Ten Years | 7.15% |
| YTD | 27.48% |
| Since Inception | 5.32% |
Returns Total
| One Day | -0.02% |
|---|---|
| Five Days | 1.50% |
| One Month | 3.50% |
| Three Months | 6.78% |
| Six Months | 13.72% |
| Nine Months | 23.14% |
| One Year | 22.09% |
| Three Years | 14.27% |
| Five Years | 51.19% |
| Ten Years | 99.11% |
| YTD | 13.33% |
| Since Inception | 306.88% |
Yearly Returns
| 2024 | 13.33% |
|---|---|
| 2023 | 15.48% |
| 2022 | -15.95% |
| 2021 | 13.47% |
| 2020 | 14.57% |
| 2019 | 22.82% |
| 2018 | -3.48% |
| 2017 | 10.66% |
| 2016 | 6.86% |
| 2015 | -3.60% |
Risk against SP-DA
| Alpha | -0.05% |
|---|---|
| Beta | 0.72 |
| Correlation | 98.46% |
| Downside Deviation | 2.40% |
| Coefficient of determination | 96.94% |
| Standard Deviation | 2.35% |
| Sharpe Ratio | -0.81 |
| Sortino | -2.75 |
| Treynor | 23.26 |
| Ulcer Index | 2.11 |
| Ulcer Performance Index | -3.13 |