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 Dow Down0.42% Nasdaq Down0.52%

Calvert Equity A (CSIEX)

49.71 Down 0.25(0.50%) Jul 10

Performance Overview as of Jun 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:3.17%
5-Year Average Return:16.59%
Number of Years Up:21
Number of Years Down:5
Best 1 Yr Total Return (2009-12-31):33.41%
Worst 1 Yr Total Return (2008-12-31):-35.53%
Best 3-Yr Total Return (N/A):15.21%
Worst 3-Yr Total Return (N/A):-7.92%
Load Adjusted Returns 
1-Year:16.82%
3-Year:10.14%
5-Year:15.46%
10-Year:6.85%
Trailing Returns (%) vs. Benchmarks 
ReturnCSIEXCategoryDiffIndex*Diff
Year To Date3.17N/AN/AN/AN/A
1-Month0.86N/AN/AN/AN/A
3-Month3.23N/AN/AN/AN/A
1-Year22.65N/AN/AN/AN/A
3-Year11.94N/AN/AN/AN/A
5-Year16.59N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)21.82N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-16.00N/AN/AN/AN/A
Annual Total Return (%) History () 
YearCSIEXCategoryDiff
2014N/AN/AN/A
2013
 
30.42N/AN/A
2012
 
15.52N/AN/A
2011
 
-2.23N/AN/A
2010
 
17.23N/AN/A
2009
 
33.41N/AN/A
2008
 
-35.53N/AN/A
2007
 
9.94N/AN/A
2006
 
10.16N/AN/A
2005
 
4.16N/AN/A
2004
 
6.69N/AN/A
2003
 
22.31N/AN/A
2002
 
-14.93N/AN/A
2001
 
0.67N/AN/A
2000
 
11.61N/AN/A
1999
 
23.17N/AN/A
1998
 
10.89N/AN/A
1997
 
19.33N/AN/A
1996
 
21.68N/AN/A
1995
 
20.29N/AN/A
1994
 
-12.06N/AN/A
1993
 
2.14N/AN/A
1992
 
8.37N/AN/A
1991
 
21.93N/AN/A
1990
 
-4.88N/AN/A
1989
 
27.47N/AN/A
1988
 
14.76N/AN/A
1987N/AN/AN/A
Past Quarterly Returns (%) for CSIEX 
Q1Q2Q3Q4
2014-0.063.23N/AN/A
20138.790.845.9512.21
201215.54-5.665.920.06
20116.931.31-15.116.32
20105.67-11.2813.779.92
2009-6.5017.9715.754.50
2008-8.502.55-9.14-24.39
2007-0.645.455.04-0.11
20063.80-2.463.924.71
2005-2.212.492.461.42
2004-0.812.12-3.308.92
2003-4.2814.251.949.72
20021.80-10.03-16.2010.84
2001-8.299.73-13.1615.20
200011.14-2.051.600.91
19997.487.61-9.2817.40
199811.73-5.19-17.5226.92
1997-0.6214.049.21-3.58
19965.654.094.306.08
19952.418.866.131.67
1994-3.54-4.720.70-4.98
19931.29-3.601.183.38
1992-1.49-3.124.059.13
199111.340.051.238.11
1990-3.884.85-12.337.67
19893.9010.529.521.37
19889.384.29-0.140.75
1987-16.00N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date76N/A
1-Month98N/A
3-Month79N/A
6-Month76N/A
1-Year84N/A
3-Year88N/A
5-Year69N/A