Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center

Calvert Funds (CWVCX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:International/Global Funds
Assets: ($ millions)$11.5

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:23.48
Avg. P/B:4.52
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert World Values Fund International Equity seeks to provide a high total return consistent with reasonable risk by investing primarily in a diversified portfolio of stocks that meet the Fund's investment and social criteria. The Fund invests at least 80% of its net assets in foreign companies, primarily large cap.
Social Issues06/30/18
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries1.77% 
Cap. Goods & Tech.0.38% 
Consumer Non-Cyclicals0.12% 
Non - US92.12% 
Fund Performance06/30/18
Year to date: -2.71%
Year to date: -2.71%
1 Year: 4.72%
Annualized returns:
3 Year: 1.30%
5 Year: 3.16%
10 Year: -0.85%
Since inception: 1.97%
Inception date: 03/01/94
Bear Market: -23.55%
Bear Market Period:     —    
MPT Statistics06/30/18
Alpha 3YR:-3.26
Alpha 5YR:-2.88
Beta 3YR:0.86
Beta 5YR:0.89
R. Squared 3YR:91.19
R. Squared 5YR:92.10
Sharpe 3YR:0.06
Sharpe 5YR:0.25
Std. Dev. 3YR:10.87
Std. Dev. 5YR:10.87
Sectors Pie Chart 
Sector Distribution Chart


| Reports | SRI Financial Professionals Directory | Tools | News | SRI Performance and Trends | About Us | Contact
© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy - OneReportTM Network