Nasdaq - Delayed Quote USD

Calvert Global Water A (CFWAX)

27.61 +0.15 (+0.55%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -1.71%
5y Average Return 7.92%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (Apr 18, 2024) 28.75%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 28.75%
Worst 3Y Total Return -1.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CFWAX
Category
YTD
3.63%
20.74%
1-Month
3.08%
-1.94%
3-Month
3.63%
7.31%
1-Year
13.73%
63.77%
3-Year
4.28%
9.96%
5-Year
9.72%
11.51%
10-Year
5.36%
3.43%
Last Bull Market
41.19%
19.09%
Last Bear Market
-14.56%
-29.67%

Annual Total Return (%) History

Year
CFWAX
Category
2024
--
--
2023
18.31%
--
2022
-19.62%
--
2021
22.60%
--
2020
14.78%
16.37%
2019
28.02%
14.95%
2018
-13.63%
-19.01%
2017
18.88%
16.61%

2016
13.99%
26.69%
2015
-12.75%
-22.16%
2014
-3.79%
-12.48%
2013
28.72%
8.75%
2012
27.13%
4.34%
2011
-9.91%
-13.97%
2010
13.62%
18.06%
2009
28.75%
48.48%
2008
--
-48.79%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.63% -- -- --
2023 7.80% 4.07% -8.27% 14.95%
2022 -10.44% -14.56% -6.80% 12.71%
2021 6.56% 5.52% 0.49% 8.50%
2020 -22.90% 16.04% 8.95% 17.75%
2019 11.65% 5.01% 0.83% 8.29%
2018 -3.16% -0.96% 1.52% -11.30%
2017 5.91% 2.71% 5.01% 4.08%
2016 4.84% 5.67% 4.48% -1.52%
2015 -0.23% -1.37% -13.85% 2.92%

2014 3.47% 3.06% -6.32% -3.69%
2013 8.77% -1.13% 9.01% 9.81%
2012 16.23% -5.87% 8.27% 7.32%
2011 2.15% -1.34% -15.39% 5.66%
2010 3.75% -12.56% 11.68% 12.15%
2009 -12.99% 25.55% 13.19% 4.13%
2008 -19.93% -- -- --

Rank in Category (By Total Return)

YTD 55
1-Month 87
3-Month 55
1-Year 39
3-Year 80
5-Year 65

Load Adjusted Returns

1-Year 7.76%
3-Year 2.42%
5-Year 8.54%
10-Year 4.80%

Performance & Risk

YTD Return -1.71%
5y Average Return 7.92%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Natural Resources
Fund Family Calvert Research and Management
Net Assets 586.94M
YTD Return 3.63%
Yield 1.15%
Morningstar Rating
Inception Date Sep 30, 2008

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.

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