CEYIX - Calvert Equity I

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return21.71%
5-Year Average Return14.38%
Number of Years Up14
Number of Years Down3
Best 1 Yr Total Return (Oct 30, 2017)34.21%
Worst 1 Yr Total Return (Oct 30, 2017)-35.19%
Best 3-Yr Total Return34.21%
Worst 3-Yr Total Return-7.42%

Trailing Returns (%) Vs. Benchmarks

ReturnCEYIXCategory
YTD21.71%23.60%
1-Month3.20%3.12%
3-Month5.81%5.72%
1-Year23.47%26.56%
3-Year10.34%10.57%
5-Year14.38%15.09%
10-Year8.10%7.47%
Last Bull Market22.19%25.55%
Last Bear Market-15.80%-17.19%

Annual Total Return (%) History

Year
CEYIXCategory
2017
N/AN/A
2016
2.71%3.23%
2015
4.19%3.60%
2014
11.57%10.00%
2013
31.17%33.92%
2012
16.14%15.34%
2011
-1.70%-2.46%
2010
17.86%15.53%
2009
34.21%35.68%
2008
-35.19%-40.67%
2007
10.53%13.35%
2006
10.77%7.05%
2005
4.74%6.71%
2004
7.33%7.81%
2003
23.00%28.66%
2002
-14.52%-27.64%
2001
1.05%-22.30%
2000
11.98%-13.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20177.01%5.48%4.48%N/A
20160.44%-0.13%3.34%-0.92%
20152.77%0.93%-4.46%5.14%
20140.08%3.31%1.76%6.04%
20138.93%0.97%6.13%12.37%
201215.71%-5.55%6.08%0.18%
20117.08%1.44%-14.99%6.44%
20105.81%-11.15%13.90%10.07%
2009-6.36%18.18%15.91%4.64%
2008-8.39%2.70%-9.02%-24.28%
2007-0.52%5.58%5.21%0.02%
20063.93%-2.33%4.06%4.86%
2005-2.10%2.63%2.62%1.58%
2004-0.64%2.23%-3.14%9.09%
2003-4.15%14.44%2.08%9.85%
20021.92%-9.90%-16.10%10.96%
2001-8.19%9.85%-13.11%15.31%
200011.20%-1.95%1.69%1.00%

Rank In Category (By Total Return)

YTD62
1-Month50
3-Month55
1-Year75
3-Year56
5-Year65

Load Adjusted Returns

1-Year23.47%
3-Year10.34%
5-Year14.38%
10-Year8.10%