# Calvert Moderate Allocation I (CLAIX)

> Source: Nexqual · https://nexqual.com/CLAIX · data as of 2026-10-24 00:00 UTC · cite as "Nexqual, Calvert Moderate Allocation I (CLAIX), nexqual.com/CLAIX" · informational, not investment advice.

**Price:** USD 24.94 (-0.48% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 25.06 · day 24.94–24.94 · 52w 22.4–25.79 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +8.1% vs S&P 500 +13.4%; 5Y +28.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +8.1% | +28.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +8.1% | +5.2% |
| Volatility (annualized) | 9.8% | 10.6% |
| Max drawdown | -7.3% (Feb 2026→Mar 2026) | -21.5% (Nov 2021→Oct 2022) |

## Peers
CMAAX (Calvert Moderate Allocation Fun) USD 24.9 +0.00% · CMACX (Calvert Moderate Allocation Fun) USD 23.1 -0.00% · BINIX (Baron International Growth Fund) USD 34.77 -0.00% · CLDIX (Calvert Long-Term Income Fund C) USD 15.18 -0.00% · BIGFX (Baron International Growth Fund) USD 33.99 -0.00%

## More
Full page: https://nexqual.com/CLAIX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt