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Calvert - Institutional - DC Plan Sponsors - Prices and Performance
Calvert - Institutional - Institutional Investors/Consultants/Plan Sponsors - Prices and Performance

Prices and Performance

Fund Type:

  Average Annual Returns(%) For Period Ending 7/31/2008  
Class YTD Return
as of 8/26/2008
 QTD 1-Year 3-Year 5-Year 10-Year Since
Inception		 Inception
Date
Calvert Capital Accumulation Fund (CCPIX)
I (No Sales Charge) -4.30 -4.83 0.98 3.25 7.29 n/a 3.30 2/26/1999
Russell Midcap Growth Index -10.58 -3.80 -7.92 4.81 10.67 5.69 5.20  
Lipper Mid-Cap Growth Fund Index -13.02 -3.94 -5.67 7.43 10.76 6.05 5.82  
Calvert Global Alternative Energy Fund (CAEIX)
I (No Sales Charge) -17.44 -3.99 6.00 n/a n/a n/a 9.11 5/31/2007
MSCI World Index -15.11 -2.42 -10.38 n/a n/a n/a -11.24  
Lipper Global Natural Resources Index -5.15 -16.05 15.83 n/a n/a n/a 14.35  
Calvert International Opportunities Fund (COIIX)
I (No Sales Charge) -15.99 -5.01 -8.74 n/a n/a n/a -8.79 5/31/2007
Lipper International Small/Mid-Cap Core Index -17.39 -5.10 -19.42 n/a n/a n/a -17.25  
Citigroup/S&P World Ex-U.S. EMI Index -19.68 -5.44 -19.12 n/a n/a n/a -17.31  
Calvert Large Cap Growth Fund (CLCIX)
I (No Sales Charge) -17.62 -1.94 -10.85 2.06 8.21 5.34 10.37 8/5/1994
S&P 500 Index Monthly Reinvested -12.21 -0.84 -11.09 2.85 7.02 2.90 9.49  
Lipper Large-Cap Growth Index -12.23 -1.97 -4.89 3.18 6.20 0.43 7.29  
Calvert Mid Cap Value Fund (CMDIX)
I (No Sales Charge) -12.44 -0.88 -13.31 1.20 n/a n/a 2.17 6/27/2005
Russell Midcap Value Index -9.04 -1.15 -13.20 2.96 n/a n/a 4.75  
Lipper Mid-Cap Core Index -8.25 -1.69 -8.83 4.25 n/a n/a 5.95  
  Average Annual Returns(%) For Period Ending 7/31/2008  
Class YTD Return
as of 8/26/2008
 QTD 1-Year 3-Year 5-Year 10-Year Since
Inception		 Inception
Date
Calvert New Vision Small Cap Fund (CVSMX)
I (No Sales Charge) -7.33 3.24 -7.74 -2.07 3.11 n/a 6.33 2/26/1999
Russell 2000 Index -4.76 3.70 -6.71 2.92 9.75 6.80 7.93  
Lipper Small-Cap Growth Index -13.35 -0.97 -11.20 1.83 7.15 5.34 6.35  
Calvert Small Cap Value Fund (CSVIX)
I (No Sales Charge) -9.39 0.24 -9.73 0.84 n/a n/a 4.20 4/29/2005
Russell 2000 Value Index -3.11 5.13 -9.95 1.21 n/a n/a 6.14  
Lipper Small-Cap Core Index -6.30 0.27 -8.48 3.18 n/a n/a 7.56  
Calvert Social Index Fund (CISIX)
I (No Sales Charge) -12.67 1.51 -12.45 0.79 4.60 n/a -2.50 6/30/2000
Calvert Social Index -12.43 1.58 -12.31 0.94 4.91 n/a -2.21  
Lipper Multi-Cap Core Index -11.70 -1.46 -11.11 3.38 8.15 n/a 1.28  
Calvert Social Investment Fund Enhanced Equity Portfolio (CMIIX)
I (No Sales Charge) -12.05 -2.28 -13.89 -0.25 4.44 2.54 2.48 4/15/1998
Russell 1000 Index -11.90 -1.16 -10.62 3.08 7.54 3.38 3.24  
Lipper Multi-Cap Core Index -11.70 -1.46 -11.11 3.38 8.15 3.99 3.58  
Calvert Social Investment Fund Equity Portfolio (CEYIX)
I (No Sales Charge) -6.53 -2.32 -1.94 4.08 6.53 n/a 6.04 11/1/1999
S&P 500 Index Monthly Reinvested -12.21 -0.84 -11.09 2.85 7.02 2.90 0.92  
Lipper Multi-Cap Core Index -11.70 -1.46 -11.11 3.38 8.15 3.99 2.91  
  Average Annual Returns(%) For Period Ending 7/31/2008  
Class YTD Return
as of 8/26/2008
 QTD 1-Year 3-Year 5-Year 10-Year Since
Inception		 Inception
Date
Calvert World Values International Equity Fund (CWVIX)
I (No Sales Charge) -19.79 -5.90 -18.10 7.51 11.93 n/a 3.85 2/26/1999
MSCI EAFE Investable Market Index -19.06 -3.35 -12.53 10.78 16.01 6.18 6.57  
Lipper International Multi-Cap Core Index -18.89 -3.64 -11.37 10.10 14.89 6.58 7.74  

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. Indices reflect no deductions for fees or expenses. An investor cannot invest directly in an index.

Note Regarding Performance Data: There were times during the reported performance period when there were no Class I shareholders in the funds, as listed below. Accordingly, Class A share performance at NAV (i.e., Class A performance without deduction of any front-end sales charges) has been used for these periods. Because Class A shares have higher expenses, fund performance is lower than Class I would have realized for the same period.

CSIF Balance Portfolio: June 31, 2003 through December 31, 2004
CSIF Enhanced Equity Portfolio: January 18, 2002 through April 29, 2005
Calvert Capital Accumulation: January 18, 2002 through June 3, 2003
Calvert New Vision Small Cap: January 18, 2002 through January 30, 2003; and March 12, 2003 through July 31, 2003

 

The Social Responsibility Portfolio of Bridgeway Fund, Inc. ("Bridgeway") was reorganized into the Class I Shares of the Calvert Large Cap Growth Fund, which commenced operations on October 31, 2000. Performance results for Class A shares of Calvert Large Cap Growth Fund (at NAV) prior to October 31, 2000 reflect the performance of Class I, i.e., Bridgeway, since its inception on August 5, 1994. Performance results for Class I shares of Calvert Large Cap Growth Fund prior to October 31, 2000 also reflect the performance of Bridgeway.
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For more information on any Calvert fund, please call Calvert at 800.327.2109 for a free prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The prospectus contains this and other information. Read it carefully before you invest or send money.

Calvert mutual funds are underwritten and distributed by Calvert Distributors Inc., member FINRA, a subsidiary of Calvert Group, Ltd.

Institutional Funds/Separate Account Services: 800.327.2109
Cash Management: 800.317.CASH


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