Nasdaq - Delayed Quote • USD
Calvert Mid-Cap C (CCACX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.51% |
| 5y Average Return | 4.43% |
| Number of Years Up | 22 |
| Number of Years Down | 7 |
| Best 1Y Total Return (Apr 24, 2024) | 29.62% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 29.62% |
| Worst 3Y Total Return | 0.13% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CCACX
Category
- YTD
- 6.64%
- 17.04%
- 1-Month
- 3.47%
- -0.01%
- 3-Month
- 6.64%
- 5.47%
- 1-Year
- 12.19%
- 50.44%
- 3-Year
- 0.76%
- 13.15%
- 5-Year
- 6.08%
- 13.75%
- 10-Year
- 5.62%
- 11.35%
- Last Bull Market
- 29.42%
- 25.95%
- Last Bear Market
- -16.52%
- -22.55%
Annual Total Return (%) History
Year
CCACX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.64% | -- | -- | -- |
| 2023 | 5.16% | 2.28% | -6.83% | 10.40% |
| 2022 | -6.94% | -16.52% | -5.88% | 9.03% |
| 2021 | 4.65% | 4.89% | -1.99% | 5.81% |
| 2020 | -23.73% | 17.49% | 8.02% | 14.52% |
| 2019 | 14.50% | 5.16% | 1.75% | 5.79% |
| 2018 | 0.09% | 4.63% | 4.98% | -13.67% |
| 2017 | 2.74% | 2.03% | 1.82% | 3.87% |
| 2016 | 2.43% | -3.41% | 1.44% | 5.20% |
| 2015 | 8.28% | -0.21% | -8.66% | -3.22% |
| 2014 | 0.75% | 3.24% | -2.81% | 5.47% |
| 2013 | 9.23% | 1.06% | 9.37% | 5.91% |
| 2012 | 13.27% | -4.00% | 3.08% | 2.55% |
| 2011 | 10.34% | 2.56% | -21.68% | 14.30% |
| 2010 | 8.77% | -7.12% | 9.39% | 16.71% |
| 2009 | -8.09% | 14.07% | 14.10% | 8.09% |
| 2008 | -7.39% | 8.65% | -16.67% | -25.35% |
| 2007 | 4.08% | 4.90% | 1.34% | -1.75% |
| 2006 | 9.21% | -5.52% | -2.76% | 4.94% |
| 2005 | -2.59% | 2.42% | -2.27% | 1.42% |
| 2004 | 2.34% | 2.04% | -6.62% | 10.30% |
| 2003 | -2.12% | 14.46% | 4.25% | 10.85% |
| 2002 | -3.27% | -17.35% | -17.01% | 6.51% |
| 2001 | -15.11% | 11.19% | -25.03% | 22.03% |
| 2000 | 6.03% | 4.14% | 11.41% | -11.08% |
| 1999 | -2.99% | 10.76% | -15.01% | 15.36% |
| 1998 | 15.16% | 4.10% | -14.18% | 24.74% |
| 1997 | -4.77% | 14.69% | 10.77% | -0.27% |
| 1996 | -0.44% | 10.44% | -0.36% | -1.48% |
| 1995 | 7.59% | 14.47% | 12.70% | -2.83% |
Rank in Category (By Total Return)
| YTD | 85 |
| 1-Month | 81 |
| 3-Month | 85 |
| 1-Year | 94 |
| 3-Year | 98 |
| 5-Year | 97 |
Load Adjusted Returns
| 1-Year | 11.19% |
| 3-Year | 0.76% |
| 5-Year | 6.08% |
| 10-Year | 5.62% |
Performance & Risk
| YTD Return | 1.51% |
| 5y Average Return | 4.43% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Calvert Research and Management |
| Net Assets | 248.96M |
| YTD Return | 6.64% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Feb 26, 1999 |
Fund Summary
The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap® Index at the time of investment. Although primarily investing in mid-cap U.S. companies, the fund may also invest in small-cap companies. It may invest in publicly-traded real estate investment trusts. The fund may also invest up to 25% of its net assets in foreign securities.
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