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Calvert Balanced Fund Class R6: (MF: CBARX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:24 PM ET

$50.41 USD

+0.13 (0.26%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 3.76 91
3 months 1.38 86
6 months 3.58 67
1 Year 9.25 87
3 Year 13.18 28
5 Year 7.36 27
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Jul 31, 2026

1 Year 10.84
5 Year 7.71
10 Year NA
Since Inception 10.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.53 8.71 NA NA
2025 -2.63 7.37 4.46 2.24
2024 7.22 4.74 5.08 1.12
2023 4.79 4.24 -2.58 9.65
2022 -4.90 -10.99 -4.15 4.69
2021 1.81 6.43 -0.03 5.83

Annual Return

2026202520242023202220212020
% Total Return 3.7511.6619.3416.70-15.0614.6415.75
% Total Return Rel to Index -6.42-6.55-5.67-9.543.13-14.03-2.64
% Total Return Rel to Peer -2.75-1.517.712.74-1.311.454.48
% Perf Quintile vs Peer* 5.004.001.002.003.003.001.00
% Dividends 0.360.780.751.040.570.420.47
% Yield 0.711.511.531.811.540.901.12
Capital Gains ($) 0.001.601.690.000.342.870.58
Expense Ratio 0.580.600.610.620.610.610.64

* 1 = Top 20%, 5 = Bottom 20%