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Calvert Aggressive Allocation Fund;A

Ranked 5 out of 30 in Mixed-Asset Target Alloc Agg G over 36 months

All calculations are in USD unless stated

The Fund seeks long-term capital appreciation by investing in a portfolio of underlying Calvert fixed-income, equity and money market funds that meet the Fund's investment and social criteria. The Fund intends to invest 80% to 100% in underlying Calvert Funds that invest primarily in equity securities.

sector performance

Mixed-Asset Target Alloc Agg G
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Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 5.6% 4.2%
2016 7.6% 0.3% 0.1% 4.6% 2.5%
2015 -0.2% 3.5% 1.0% -7.3% 3.0%
2014 5.8% 0.8% 3.7% -2.3% 3.6%
2013 27.2% 8.5% 2.0% 6.9% 7.5%
2012 15.3% 12.4% -5.2% 5.8% 2.1%
2011 -3.8% 5.7% 0.8% -15.6% 7.0%
2010 12.1% 4.3% -10.0% 10.7% 7.8%
2009 26.2% -9.6% 16.9% 15.4% 3.5%
2008 -37.3% -8.8% -0.2% -11.9% -21.8%
2007 5.2% 1.2% 5.0% 1.2% -2.2%
2006 13.1% 5.7% -2.5% 3.3% 6.2%
2005 4.1% 2.0%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/06/2005
  • Share Class size115Mn
  • Base currencyUSD
  • ISINUS1316186477

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Initial investment0