Nasdaq - Delayed Quote USD

Calvert Global Energy Solutions A (CGAEX)

10.52 -0.08 (-0.75%)
At close: 8:05 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.56%
5y Average Return 9.15%
Number of Years Up 8
Number of Years Down 8
Best 1Y Total Return (Apr 25, 2024) 61.14%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 61.14%
Worst 3Y Total Return -16.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGAEX
Category
YTD
-3.08%
12.99%
1-Month
4.15%
1.30%
3-Month
-3.08%
6.38%
1-Year
-5.90%
53.27%
3-Year
-3.93%
14.94%
5-Year
11.05%
15.72%
10-Year
4.51%
9.30%
Last Bull Market
40.72%
18.45%
Last Bear Market
-14.87%
-25.47%

Annual Total Return (%) History

Year
CGAEX
Category
2024
--
--
2023
5.38%
--
2022
-17.65%
--
2021
6.50%
--
2020
61.14%
24.89%
2019
33.16%
26.49%
2018
-19.67%
-14.25%
2017
29.41%
25.44%

2016
-7.73%
9.32%
2015
-3.11%
-1.23%
2014
-10.84%
-0.42%
2013
33.63%
30.99%
2012
7.92%
18.46%
2011
-33.65%
-11.76%
2010
-20.12%
20.56%
2009
23.04%
47.20%
2008
-58.18%
-44.69%
2007
--
9.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -3.08% -- -- --
2023 8.54% 1.44% -12.26% 9.09%
2022 -6.54% -14.87% -6.89% 11.16%
2021 1.04% 3.71% -2.59% 4.34%
2020 -23.50% 27.71% 24.71% 32.26%
2019 13.80% 4.73% 0.00% 11.72%
2018 -2.93% -4.38% -0.43% -13.08%
2017 7.14% 7.30% 6.95% 5.25%
2016 -2.48% -5.57% 5.06% -4.62%
2015 6.31% -1.98% -17.00% 12.03%

2014 2.41% 2.61% -9.55% -6.20%
2013 9.12% 6.23% 7.10% 7.64%
2012 11.78% -12.78% 2.18% 8.33%
2011 12.34% -11.88% -30.98% -2.90%
2010 -10.36% -18.56% 12.14% -2.43%
2009 -10.17% 28.24% 11.17% -3.92%
2008 -15.84% 5.05% -28.41% -33.93%
2007 5.69% 19.33% -- --

Rank in Category (By Total Return)

YTD 85
1-Month 21
3-Month 85
1-Year 86
3-Year 63
5-Year 14

Load Adjusted Returns

1-Year -10.84%
3-Year -5.65%
5-Year 9.86%
10-Year 3.95%

Performance & Risk

YTD Return -7.56%
5y Average Return 9.15%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.26
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family Calvert Research and Management
Net Assets 159.49M
YTD Return -3.08%
Yield 0.86%
Morningstar Rating
Inception Date Jul 31, 2007

Fund Summary

The fund concentrates in the sustainable energy solutions industry and normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions. The index is composed of companies that manage energy use in a sustainable manner or that are actively engaged in facilitating the transition to a more sustainable economy through the reduction of greenhouse gas emissions and the expanded use of renewable energy sources.

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