Financial Services
Live Price
Offline$32.68
+0.46% today
1Y Change
+14.23%
Window
Jun 30, 2025 → Jun 25, 2026
Coverage: 248 bars · Jun 30, 2025 → Jun 25, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Calvert Growth Allocation Fund (CAGIX) is a Financial Services stock with a market cap of $350.00M. The stock last traded around $32.68 and up 14.2% across the available one-year price window (Jun 30, 2025 → Jun 25, 2026). Baseline metrics include revenue growth of 0.0%, EPS growth of 0.0%, a dividend yield of 0.0%. What stands out right now is revenue 0.0%, EPS 0.0%, free cash flow 0.0% with operating margin 0.0% and ROIC 0.0%. Stock Foundry combines CAGIX price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
CAGIX is 4.62 pts behind over the shared 1Y window.
CAGIX had 1.34 pts deeper max drawdown than SPY.
CAGIX beat SPY in 1 of 2 calendar years shown and trailed in 1.
CAGIX
+14.23%
Normalized return
SPY
+18.85%
S&P 500
Excess Return
-4.62 pts
Relative to SPY
CAGIX Max Drawdown
-10.47%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for CAGIX and SPY.
| Year | CAGIX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +9.66% | +6.71% | +2.96 pts | CAGIX |
| 2025 | +4.12% | +11.19% | -7.07 pts | SPY |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$1.25
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Dec 29, 2025 | Dec 26, 2025 | Dec 30, 2025 | $1.25 | $1.25 | Annual |
| Dec 27, 2024 | Dec 26, 2024 | Dec 30, 2024 | $0.73 | $0.73 | Annual |
| Dec 28, 2023 | Dec 27, 2023 | Dec 29, 2023 | $1.14 | $1.14 | Annual |
| Dec 29, 2022 | Dec 28, 2022 | Dec 30, 2022 | $0.67 | $0.67 | Annual |
| Dec 30, 2021 | Dec 29, 2021 | Dec 31, 2021 | $1.02 | $1.02 | Annual |
| Dec 29, 2020 | Dec 28, 2020 | Dec 30, 2020 | $0.87 | $0.87 | Annual |
| Dec 27, 2019 | Dec 26, 2019 | Dec 30, 2019 | $0.81 | $0.81 | Annual |
| Dec 28, 2018 | Dec 27, 2018 | Dec 31, 2018 | $1.17 | $1.17 | Annual |
| Dec 27, 2017 | Dec 26, 2017 | Dec 28, 2017 | $1.18 | $1.18 | Annual |
| Dec 28, 2016 | Dec 27, 2016 | Dec 29, 2016 | $0.38 | $0.38 | Annual |
| Dec 7, 2016 | Dec 6, 2016 | Dec 8, 2016 | $0.54 | $0.54 | Annual |
| Dec 22, 2010 | Dec 21, 2010 | Dec 23, 2010 | $0.03 | $0.03 | Annual |
| Dec 23, 2009 | Dec 22, 2009 | Dec 24, 2009 | $0.08 | $0.08 | Annual |
| Dec 23, 2008 | Dec 22, 2008 | Dec 24, 2008 | $0.14 | $0.14 | Annual |
| Dec 3, 2008 | Dec 2, 2008 | Dec 4, 2008 | $0.45 | $0.45 | Irregular |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.