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Calvert Global Water C (CFWCX)

25.66 -0.09 (-0.35%)
At close: 8:05 AM EDT

Fund Summary

The fund normally invests at least 80% of its net assets in equity securities of U.S. and non-U.S. companies whose main business is in the water industry or that are significantly involved in water-related services or technologies. The index is composed of companies that manage water use in a sustainable manner or that are actively engaged in expanding access to water, improving water quality, promoting efficient use of water, or providing solutions that address other global water challenges.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.60%
Worst 1Y Total Return --
Number of Years Up 10
Number of Years Down 5

Performance & Risk

YTD Return -0.54%
5y Average Return 7.58%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CFWCXCategory AverageCFWCXCategory AverageCFWCXCategory Average
Alpha -3.47 -0.07 -2.09 -0.05 -3.94 -0.08
BETA 1.12 0.01 1.06 0.01 1.05 0.01
Mean Annual Return 0.44 0.01 0.87 0.01 0.49 0
R-squared 92.68 0.81 92.76 0.74 87.86 0.71
Standard Deviation 19.32 0.26 19.46 0.22 16.45 0.22
Sharpe Ratio 0.12 0 0.43 0.01 0.27 0
Treynor Ratio 0.48 0.08 6.38 0.09 2.98 0.03

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