Retirement Providers
Calvert Logo
Calvert Homepage Careers at Calvert About Calvert Site Map Contact Calvert
Institutional Investors Consultants Retirement Platforms DC Plan Sponsors Insurance Companies Bank Trust Departments 529 Plans Corporate Cash Investors Blank My Account


 
Home | Institutional Center| Insurance Companies| Fund Information| Prices/Performance
Format this page for printing
Email this page to someone
Calvert - Institutional - Insurance Companies - Prices and Performance

Prices and Performance

Fund Type:

  Average Annual Returns(%) For Period Ending 9/30/2008  
Class YTD Return
as of 10/10/2008
 QTD 1-Year 3-Year 5-Year 10-Year Since
Inception		 Inception
Date
Calvert Social Equity Portfolio
A (No Sales Charge) -33.91 -9.80 -15.16 1.45 4.79 n/a 3.08 4/30/2002
S&P 500 Index Monthly Reinvested -37.71 -8.37 -21.98 0.22 5.17 n/a 3.15  
Calvert Social International Equity Portfolio
A (No Sales Charge) -46.72 -22.06 -34.77 -1.67 6.19 2.64 5.30 6/30/1992
MSCI EAFE Investable Market Index -44.80 -20.86 -30.50 1.28 10.17 5.70 n/a  
Calvert Social Mid-Cap Growth Portfolio
A (No Sales Charge) -35.20 -16.86 -16.84 0.32 3.93 3.07 6.74 7/16/1991
Russell Midcap Growth Index -42.84 -17.75 -24.65 -0.75 6.53 5.51 n/a  

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.

The performance does not reflect fees and charges imposed under the variable annuity and life insurance contracts through which an investment may be made. If these fees and charges were included, they would reduce these returns.

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.
#6776
 

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


BROKER-DEALER/INSTITUTIONAL USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.

Important Legal Information | Calvert's Privacy Statement | Business Continuity Plan
© 2008 Calvert Group, Ltd., a UNIFI CompanySM.
Contact us