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Calvert Balanced Fund Class A: (MF: CSIFX)

(NASDAQ Mutual Funds) As of Jun 3, 2026 05:54 PM ET

$48.87 USD

-0.24 (-0.49%)

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 2.26 82
3 months 2.10 56
6 months 2.68 83
1 Year 16.99 61
3 Year 14.23 30
5 Year 7.53 30
10 Year 9.54 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 59.87
Bear Market (10/07 - 2/09) -35.85
Bull Market (2/09 - 3/21) 441.75

Load Adjusted Returns as of Apr 30, 2026

1 Year 3.69
5 Year 5.85
10 Year 8.30
Since Inception 7.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -4.60 NA NA NA
2025 -3.12 7.29 4.37 2.15
2024 7.14 4.66 5.01 1.49
2023 4.71 4.16 -2.63 9.55
2022 -4.99 -11.04 -4.23 4.63
2021 1.74 6.34 -0.10 5.74

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.2610.8319.5316.34-15.3114.2915.4223.72-2.7311.497.74
% Total Return Rel to Index -0.27-7.38-5.49-9.902.88-14.39-2.97-7.761.66-10.30-4.18
% Total Return Rel to Peer -3.09-2.347.892.38-1.561.104.144.962.83-1.651.39
% Perf Quintile vs Peer* 5.005.001.002.003.003.002.001.001.004.002.00
% Dividends 0.130.650.630.930.460.300.360.440.440.460.47
% Yield 1.321.261.291.511.260.650.871.191.371.291.44
Capital Gains ($) 0.001.601.690.000.342.870.580.761.102.110.35
Expense Ratio 0.000.900.900.920.910.900.930.930.940.991.02

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