Financial Services
Live Price
Offline$49.49
-0.06% today
1Y Change
+6.30%
Window
Jun 30, 2025 → Jun 18, 2026
Coverage: 244 bars · Jun 30, 2025 → Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Calvert Balanced Fund (CBAIX) is a Financial Services stock with a market cap of $1.36B. The stock last traded around $49.49 and up 6.3% across the available one-year price window (Jun 30, 2025 → Jun 18, 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 CBAIX 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
CBAIX is 14.56 pts behind over the shared 1Y window.
CBAIX had 1.57 pts deeper max drawdown than SPY.
CBAIX beat SPY in 0 of 2 calendar years shown and trailed in 2.
CBAIX
+6.30%
Normalized return
SPY
+20.86%
S&P 500
Excess Return
-14.56 pts
Relative to SPY
CBAIX Max Drawdown
-10.70%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for CBAIX and SPY.
| Year | CBAIX | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +3.52% | +6.71% | -3.18 pts | SPY |
| 2025 | +3.13% | +11.19% | -8.06 pts | SPY |
Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.
Dividend Yield
No active yield
Trailing 12M Payout
$2.16
Last Payout
| Ex-Date | Record | Pay | Dividend | Adj | Frequency |
|---|---|---|---|---|---|
| Mar 27, 2026 | Mar 26, 2026 | Mar 30, 2026 | $0.16 | $0.16 | Quarterly |
| Dec 29, 2025 | Dec 26, 2025 | Dec 30, 2025 | $1.81 | $1.81 | Quarterly |
| Sep 26, 2025 | Sep 25, 2025 | Sep 29, 2025 | $0.19 | $0.19 | Quarterly |
| Jun 26, 2025 | Jun 25, 2025 | Jun 27, 2025 | $0.19 | $0.19 | Quarterly |
| Mar 27, 2025 | Mar 26, 2025 | Mar 28, 2025 | $0.17 | $0.17 | Quarterly |
| Dec 27, 2024 | Dec 26, 2024 | Dec 30, 2024 | $1.88 | $1.88 | Quarterly |
| Sep 26, 2024 | Sep 25, 2024 | Sep 27, 2024 | $0.19 | $0.19 | Quarterly |
| Jun 26, 2024 | Jun 25, 2024 | Jun 27, 2024 | $0.18 | $0.18 | Quarterly |
| Mar 26, 2024 | Mar 25, 2024 | Mar 27, 2024 | $0.17 | $0.17 | Quarterly |
| Dec 28, 2023 | Dec 27, 2023 | Dec 29, 2023 | $0.18 | $0.18 | Quarterly |
| Sep 27, 2023 | Sep 26, 2023 | Sep 28, 2023 | $0.51 | $0.51 | Quarterly |
| Jun 28, 2023 | Jun 27, 2023 | Jun 29, 2023 | $0.16 | $0.16 | Quarterly |
| Mar 29, 2023 | Mar 28, 2023 | Mar 30, 2023 | $0.16 | $0.16 | Quarterly |
| Dec 28, 2022 | Dec 27, 2022 | Dec 29, 2022 | $0.50 | $0.50 | Quarterly |
| Sep 28, 2022 | Sep 27, 2022 | Sep 29, 2022 | $0.15 | $0.15 | Quarterly |
| Jun 28, 2022 | Jun 27, 2022 | Jun 29, 2022 | $0.13 | $0.13 | Quarterly |
| Mar 29, 2022 | Mar 28, 2022 | Mar 30, 2022 | $0.10 | $0.10 | Quarterly |
| Dec 30, 2021 | Dec 29, 2021 | Dec 31, 2021 | $2.99 | $2.99 | Quarterly |
| Sep 28, 2021 | Sep 27, 2021 | Sep 29, 2021 | $0.09 | $0.09 | Quarterly |
| Jun 28, 2021 | Jun 25, 2021 | Jun 28, 2021 | $0.10 | $0.10 | Quarterly |
| Mar 29, 2021 | Mar 26, 2021 | Mar 30, 2021 | $0.10 | $0.10 | Quarterly |
| Dec 29, 2020 | Dec 28, 2020 | Dec 30, 2020 | $0.69 | $0.69 | Quarterly |
| Sep 28, 2020 | Sep 25, 2020 | Sep 29, 2020 | $0.11 | $0.11 | Quarterly |
| Jun 26, 2020 | Jun 25, 2020 | Jun 29, 2020 | $0.12 | $0.12 | Quarterly |
| Mar 27, 2020 | Mar 26, 2020 | Mar 30, 2020 | $0.12 | $0.12 | Quarterly |
| Dec 27, 2019 | Dec 26, 2019 | Dec 30, 2019 | $0.15 | $0.15 | Quarterly |
| Dec 2, 2019 | Nov 29, 2019 | Dec 3, 2019 | $0.76 | $0.76 | Irregular |
| Sep 26, 2019 | Sep 25, 2019 | Sep 27, 2019 | $0.13 | $0.13 | Quarterly |
| Jun 26, 2019 | Jun 25, 2019 | Jun 27, 2019 | $0.14 | $0.14 | Quarterly |
| Mar 27, 2019 | Mar 26, 2019 | Mar 28, 2019 | $0.12 | $0.12 | Quarterly |
| Dec 28, 2018 | Dec 27, 2018 | Dec 31, 2018 | $0.14 | $0.14 | Quarterly |
| Nov 29, 2018 | Nov 28, 2018 | Nov 30, 2018 | $1.10 | $1.10 | Quarterly |
| Sep 26, 2018 | Sep 25, 2018 | Sep 27, 2018 | $0.13 | $0.13 | Quarterly |
| Jun 27, 2018 | Jun 26, 2018 | Jun 28, 2018 | $0.14 | $0.14 | Quarterly |
| Mar 27, 2018 | Mar 26, 2018 | Mar 28, 2018 | $0.11 | $0.11 | Quarterly |
| Dec 27, 2017 | Dec 26, 2017 | Dec 28, 2017 | $2.26 | $2.26 | Quarterly |
| Sep 27, 2017 | Sep 26, 2017 | Sep 28, 2017 | $0.14 | $0.14 | Quarterly |
| Jun 28, 2017 | Jun 27, 2017 | Jun 29, 2017 | $0.15 | $0.15 | Quarterly |
| Mar 29, 2017 | Mar 28, 2017 | Mar 30, 2017 | $0.15 | $0.15 | Quarterly |
| Dec 27, 2016 | Dec 23, 2016 | Dec 28, 2016 | $0.16 | $0.16 | Quarterly |
Next Step
Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.