Calvert Balanced Fund - Seasonality

Feel free to try out our engine!Whenever you're ready, pick a plan!

Best Investments/trading ideas for the weekJoin our free webinar on September23,2026.

Insider Tracker is here!

Try it now Watch the presentation

Let's get started...

‌

‌

Calvert Balanced Fund - Seasonality

Seasonality Charts

🔎Select a range on the chart to get in-depth statistics

Spot new trades with the Seasonality Screener!

Disclaimer

Correlation

Election

76.09%

2022

83.76%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	80%	60%	50%	67%	70%	70%	90%	80%	67%	56%	78%	78%
Average return %	+1.23%	-0.23%	-1.21%	+0.95%	+1.94%	+1.11%	+2.20%	+0.92%	-1.79%	+0.27%	+2.72%	-2.86%
2026	+0.17%	-0.39%	-4.67%	+7.22%	+2.02%	-1.01%	-0.02%	+0.70%	-1.45%	--	--	--
2025	+2.30%	-1.05%	-4.18%	-5.18%	+9.40%	+3.10%	+1.42%	+1.17%	+1.40%	+1.50%	+1.38%	-4.23%
2024	+1.84%	+3.17%	+1.63%	-3.26%	+4.02%	+3.65%	+1.14%	+2.34%	+1.12%	-0.94%	+3.81%	-5.55%
2023	+4.06%	-2.66%	+3.01%	+1.00%	-0.43%	+3.20%	+1.88%	-0.38%	-5.34%	-1.71%	+7.31%	+3.47%
2022	-5.19%	-1.08%	+1.12%	-6.26%	-0.34%	-5.09%	+5.42%	-3.16%	-6.53%	+3.32%	+4.62%	-4.52%
2021	-0.94%	+1.91%	+0.59%	+4.33%	+0.16%	+1.59%	+1.64%	+1.54%	-3.35%	+4.04%	-0.93%	-4.03%
2020	+1.20%	-4.40%	-9.92%	+8.76%	+3.42%	+2.05%	+4.78%	+4.08%	-2.64%	-1.58%	+6.56%	+1.08%
2019	+5.35%	+2.29%	+2.02%	+2.59%	-1.63%	+3.47%	+1.72%	+0.77%	-0.57%	+0.94%	+1.93%	-0.67%
2018	+2.51%	-2.30%	-1.33%	0.00%	+1.63%	+0.19%	+2.74%	+1.83%	-0.47%	-4.44%	-1.80%	-5.68%
2017	+1.02%	+2.19%	-0.40%	+0.34%	+1.15%	-0.09%	+1.29%	+0.27%	+0.24%	+1.33%	+1.64%	-5.57%

/_next/static/media/daily-seasonality-placeholder.0z1~2ov9re60~.png

Sign in instantly

Try Forecaster for free for 7 days

Weekly average

Monthly average