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Calvert Balanced Fund Class R6: (MF: CBARX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 06:26 PM ET

$47.97 USD

0.00 (NA)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.16 96
3 months 0.64 90
6 months 5.46 87
1 Year 9.54 83
3 Year 14.40 19
5 Year 8.89 24
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 Jan 31, 2026

1 Year 11.66
5 Year 8.65
10 Year NA
Since Inception 10.82

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 0.1611.6619.3416.70-15.0614.6415.75
% Total Return Rel to Index 0.00-6.55-5.67-9.543.13-14.03-2.64
% Total Return Rel to Peer 0.00-1.517.712.74-1.311.454.48
% Perf Quintile vs Peer* 0.000.000.002.003.003.001.00
% Dividends 0.000.780.751.040.570.420.47
% Yield NA1.511.531.811.540.901.12
Capital Gains ($) 0.001.601.690.000.342.870.58
Expense Ratio 0.000.600.610.620.610.610.64

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