Back to top
more

Calvert Balanced Fund Class A: (MF: CSIFX)

(NASDAQ Mutual Funds) As of Jul 25, 2025 08:00 PM ET

$46.94 USD

+0.17 (0.36%)

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

2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 3.94 89
3 months 7.29 39
6 months 3.94 89
1 Year 10.80 35
3 Year 13.14 16
5 Year 9.91 21
10 Year 8.40 27

* 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) 396.85

Load Adjusted Returns as of Jun 30, 2025

1 Year 5.27
5 Year 8.79
10 Year 7.85
Since Inception 7.89

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.12 7.29 NA NA
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
2020 -12.54 15.12 6.39 7.75

Annual Return

20252024202320222021202020192018201720162015
% Total Return 3.9419.5316.34-15.3114.2915.4223.72-2.7311.497.74-2.81
% Total Return Rel to Index -2.25-5.49-9.902.88-14.39-2.97-7.761.66-10.30-4.18-4.20
% Total Return Rel to Peer -1.777.892.38-1.561.104.144.962.83-1.651.39-0.48
% Perf Quintile vs Peer* 0.000.002.003.003.002.001.001.004.002.004.00
% Dividends 0.300.630.930.460.300.360.440.440.460.470.44
% Yield 0.611.291.451.260.650.871.191.371.291.441.31
Capital Gains ($) 0.001.690.000.342.870.580.761.102.110.353.23
Expense Ratio 0.890.900.920.910.900.930.930.940.991.021.13

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