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Calvert Aggressive Allocation A (CAAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.11+0.11 (+0.42%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★
Number of years up13
Number of years down5
Best 1-yr total return (30 Jun 2024)27.33%
Worst 1-yr total return (30 Jun 2024)N/A

Risk statistics

3 years
CAAAXCategory average
5 years
CAAAXCategory average
10 years
CAAAXCategory average
Alpha
1.57-0.03
2.08-0.02
1.07-0.01
BETA
1.260.02
1.330.02
1.370.02
Mean annual return
0.250.01
0.90.01
0.730.01
R-squared
97.450.95
97.510.94
96.020.92
Standard deviation
15.910.19
16.760.15
13.960.14
Sharpe ratio
-0.020.01
0.510.01
0.510.01
Treynor ratio
-1.210.08
5.690.08
4.70.06