Back to top
more

Calvert Balanced Fund Class C: (MF: CSGCX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:44 PM ET

$45.70 USD

-0.14 (-0.31%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.30 94
3 months -0.89 56
6 months 7.44 58
1 Year 4.32 91
3 Year 13.44 54
5 Year 6.45 52
10 Year 8.34 47

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 52.18
Bear Market (10/07 - 2/09) -36.63
Bull Market (2/09 - 3/21) 381.03

Load Adjusted Returns as of Sep 30, 2026

1 Year 3.28
5 Year 6.45
10 Year 8.34
Since Inception 5.63

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.78 8.41 -0.89 NA
2025 -3.31 7.11 4.16 1.97
2024 6.92 4.47 4.82 1.29
2023 4.52 3.96 -2.84 9.37
2022 -5.14 -11.21 -4.42 4.43
2021 1.54 6.15 -0.29 5.51

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.3010.0018.6115.47-15.9413.3914.5522.82-3.4710.626.87
% Total Return Rel to Index -10.44-8.21-6.41-10.762.26-15.28-3.84-8.660.92-11.17-5.06
% Total Return Rel to Peer -3.36-3.176.971.51-2.180.203.274.052.10-2.520.52
% Perf Quintile vs Peer* 5.005.001.003.004.004.002.001.002.005.003.00
% Dividends 0.150.310.310.660.190.010.100.200.200.220.24
% Yield 0.490.630.660.720.540.030.260.570.660.640.75
Capital Gains ($) 0.001.601.690.000.342.870.580.761.102.110.35
Expense Ratio 1.641.651.661.681.671.661.680.631.691.801.84

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