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CGARX

Calvert Growth Allocation-R6

$25.90 0.22 (0.86%)
Currency in USD / Last Updated: 3/27/2024
Category Aggressive
Market Cap 345.172M
52 Week High 25.9
52 Week Low 20.974
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Key Data
Symbol CGARX
Type Mutual Fund
Category Aggressive
Price 25.9
Price Yesterday 25.68
Market Cap 345.17
YTD Return 6.37%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 5000000
Redeption Fee 0
Prospectus 0.0063
Overview
52 Week High 25.90
52 Week Low 20.97
Market Cap 345.17M
Shares Outstanding 13.33M
Income Dividend Yield 1.72%
Long Term Dividend Yield 2.75%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 4.47%
Returns Annualized
One Day 760.05%
Five Days 47.86%
One Months 43.70%
Three Months 27.83%
Six Months 40.29%
Nine Months 18.10%
One Year 19.91%
Three Years -999
Five Years -999
Ten Years -999
YTD 29.62%
Since Inception 2.57%
Returns Total
One Day 0.86%
Five Days 0.78%
One Month 3.06%
Three Months 6.22%
Six Months 18.26%
Nine Months 13.27%
One Year 19.89%
Three Years -999
Five Years -999
Ten Years -999
YTD 6.37%
Since Inception 5.59%
Yearly Returns
2024 6.37%
2023 15.46%
2022 -14.02%
2021 0.00%
2020 0.00%
2019 0.00%
2018 0.00%
2017 0.00%
2016 0.00%
2015 0.00%
Risk against SP-DA
Alpha -9.26%
Beta 0.83
Correlation 95.37%
Downside Deviation 2.94%
Coefficient of determination 90.95%
Standard Deviation 2.92%
Sharpe Ratio -1.4
Sortino -4.83
Treynor 17.66
Ulcer Index 3.75
Ulcer Performance Index -3.78

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