Nasdaq - Delayed Quote • USD
Calvert Small/Mid-Cap A (EVSEX)
As of December 28 at 8:01 PM EST. Market Open.
Fund Summary
Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities (the "80% Policy"). It invests primarily in common stocks of companies with market capitalizations comparable to those of companies included in the Russell 2500™ Index, but the fund may also invest in larger or smaller companies that the investment adviser believes have growth characteristics. It may invest up to 25% of its total assets in foreign securities, some of which may be issued by companies domiciled in emerging market countries.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.54% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 39 |
| Number of Years Down | 15 |
Performance & Risk
| YTD Return | -0.27% |
| 5y Average Return | 3.87% |
| Rank in Category (ytd) | 89 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EVSEX | Category Average | EVSEX | Category Average | EVSEX | Category Average | |
| Alpha | -1.48 | 0.01 | -4.67 | 0.01 | -3.43 | -0.02 |
| BETA | 0.89 | 0.01 | 0.96 | 0.01 | 0.95 | 0.01 |
| Mean Annual Return | 0.75 | 0.02 | 0.61 | 0.02 | 0.77 | 0.01 |
| R-squared | 78.18 | 0.82 | 85.11 | 0.79 | 79.12 | 0.8 |
| Standard Deviation | 17.83 | 0.23 | 19.62 | 0.19 | 15.9 | 0.17 |
| Sharpe Ratio | 0.4 | 0.01 | 0.28 | 0.01 | 0.51 | 0.01 |
| Treynor Ratio | 6.59 | 0.18 | 3.84 | 0.17 | 7.42 | 0.12 |
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