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Calvert Balanced Fund Class C: (MF: CSGCX)

(NASDAQ Mutual Funds) As of Jun 4, 2026 05:48 PM ET

$46.73 USD

+0.09 (0.19%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.00 85
3 months 1.91 59
6 months 2.32 90
1 Year 16.12 68
3 Year 13.37 42
5 Year 6.72 48
10 Year 8.70 46

* 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) 372.91

Load Adjusted Returns as of Apr 30, 2026

1 Year 7.24
5 Year 6.13
10 Year 8.02
Since Inception 5.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.78 NA NA 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 2.0010.0018.6115.47-15.9413.3914.5522.82-3.4710.626.87
% Total Return Rel to Index -0.45-8.21-6.41-10.762.26-15.28-3.84-8.660.92-11.17-5.06
% Total Return Rel to Peer -3.27-3.176.971.51-2.180.203.274.052.10-2.520.52
% Perf Quintile vs Peer* 5.005.001.003.004.004.002.001.002.005.003.00
% Dividends 0.050.310.310.660.190.010.100.200.200.220.24
% Yield 0.650.630.660.750.540.030.260.570.660.640.75
Capital Gains ($) 0.001.601.690.000.342.870.580.761.102.110.35
Expense Ratio 0.001.651.661.681.671.661.680.631.691.801.84

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