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Calvert Global Real Estate I (CGEIX)

7.93 +0.02 (+0.25%)
At close: 8:00 PM EDT

Fund Summary

Under normal circumstances, at least 80% of the fund’s assets (plus any borrowings for investment purposes) will be invested in securities of companies in the real estate industry, including REITs, REOCs, foreign real estate companies, companies with substantial real estate-related holdings and/or companies whose products or services are related to the real estate industry, including, but not limited to, real estate management, brokers and building products, and property technology companies. It is non-diversified.

Risk Overview

Morningstar Risk Rating --
Best 1Y Total Return 11.11%
Worst 1Y Total Return --
Number of Years Up 1
Number of Years Down --

Performance & Risk

YTD Return -6.09%
5y Average Return 0.00%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
CGEIXCategory AverageCGEIXCategory AverageCGEIXCategory Average
Alpha -- -0.04 -- -0.06 -- -0.02
BETA -- 0.01 -- 0.01 -- 0.01
Mean Annual Return -- 0.01 -- 0.01 -- 0.01
R-squared -- 0.74 -- 0.68 -- 0.66
Standard Deviation -- 0.19 -- 0.16 -- 0.15
Sharpe Ratio -- 0 -- 0 -- 0
Treynor Ratio -- 0.08 -- 0.06 -- 0.07

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