Calvert Balanced Fund A (CSIFX)

47.14 -0.01 (-0.02%) USD  |  Dec 13 2024
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CSIFX 1 Year Total Returns (Daily): 22.63% for Dec. 13, 2024

1 Year Total Returns (Daily) Chart

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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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Eaton Vance Balanced Fund A 23.31%
1919 Socially Responsive Balanced Fund A 20.26%
PGIM Balanced Fund A 17.38%
Wisconsin Plumb Balanced Fund A 20.80%
Virtus Tactical Allocation Fund A 19.72%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 0.90%
3 Month Total Returns (Daily) 3.89%
6 Month Total Returns (Daily) 8.43%
Annualized 3 Year Total Returns (Daily) 6.48%
Annualized 5 Year Total Returns (Daily) 9.77%
Annualized 10 Year Total Returns (Daily) 8.41%
Annualized 15 Year Total Returns (Daily) 9.04%
Annualized Total Returns Since Inception (Daily) 7.97%

1 Year Total Returns (Daily) Excel Add-In Codes

View 1 Year Total Returns (Daily) Excel Add-In Codes
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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:CSIFX", "one_year_total_return")
Last 5 Data Points: =YCS("M:CSIFX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.