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Calvert Aggressive Allocation I (CAGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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26.20

-0.04

(-0.15%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★

Number of years up5

Number of years down2

Best 1-yr total return (27 Jun 2024)27.65%

Worst 1-yr total return (27 Jun 2024)N/A

Risk statistics

3 years

CAGIXCategory average

5 years

CAGIXCategory average

10 years

CAGIXCategory average

Alpha

1.81-0.03

2.32-0.02

1.29-0.01

BETA

1.260.02

1.340.02

1.370.02

Mean annual return

0.270.01

0.920.01

0.740.01

R-squared

97.420.95

97.490.94

960.92

Standard deviation

15.940.19

16.770.15

13.970.14

Sharpe ratio

00.01

0.530.01

0.530.01

Treynor ratio

-1.020.08

5.880.08

4.870.06