Nasdaq - Delayed Quote • USD
Calvert Mid-Cap I (CCPIX)
As of 8:05 AM EDT. Market Open.
Fund Summary
The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap® Index at the time of investment. Although primarily investing in mid-cap U.S. companies, the fund may also invest in small-cap companies. It may invest in publicly-traded real estate investment trusts. The fund may also invest up to 25% of its net assets in foreign securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.71% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | 1.84% |
| 5y Average Return | 5.48% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CCPIX | Category Average | CCPIX | Category Average | CCPIX | Category Average | |
| Alpha | -8.86 | -0.06 | -6.66 | -0.05 | -5.15 | -0.04 |
| BETA | 0.98 | 0.01 | 0.97 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.28 | 0.01 | 0.72 | 0.01 | 0.65 | 0.01 |
| R-squared | 90.66 | 0.88 | 90.58 | 0.85 | 86.49 | 0.84 |
| Standard Deviation | 18.02 | 0.23 | 18.67 | 0.19 | 15.74 | 0.17 |
| Sharpe Ratio | 0.02 | 0.01 | 0.35 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | -1.22 | 0.11 | 5.16 | 0.11 | 5.5 | 0.1 |
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