Nasdaq - Delayed Quote • USD
Calvert Equity A (CSIEX)
At close: 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.11% |
| 5y Average Return | 12.50% |
| Number of Years Up | 30 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Apr 24, 2024) | 36.50% |
| Worst 1Y Total Return (Apr 24, 2024) | -- |
| Best 3Y Total Return | 36.50% |
| Worst 3Y Total Return | 5.61% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CSIEX
Category
- YTD
- 5.57%
- 12.38%
- 1-Month
- 0.87%
- 5.09%
- 3-Month
- 5.57%
- 10.28%
- 1-Year
- 19.71%
- 41.70%
- 3-Year
- 8.94%
- 22.56%
- 5-Year
- 13.89%
- 21.98%
- 10-Year
- 13.33%
- 15.99%
- Last Bull Market
- 36.08%
- 25.99%
- Last Bear Market
- -12.52%
- -17.29%
Annual Total Return (%) History
Year
CSIEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.57% | -- | -- | -- |
| 2023 | 4.01% | 5.07% | -4.33% | 12.80% |
| 2022 | -10.53% | -12.52% | -4.13% | 9.83% |
| 2021 | 2.32% | 9.64% | 3.10% | 11.48% |
| 2020 | -13.61% | 20.14% | 10.02% | 8.83% |
| 2019 | 17.13% | 7.12% | 3.29% | 5.33% |
| 2018 | 2.73% | 2.91% | 8.47% | -8.39% |
| 2017 | 6.89% | 5.38% | 4.39% | 6.97% |
| 2016 | 0.35% | -0.25% | 3.27% | -1.02% |
| 2015 | 2.62% | 0.81% | -4.57% | 5.02% |
| 2014 | -0.06% | 3.23% | 1.62% | 5.92% |
| 2013 | 8.79% | 0.84% | 5.95% | 12.21% |
| 2012 | 15.54% | -5.66% | 5.92% | 0.06% |
| 2011 | 6.93% | 1.31% | -15.11% | 6.32% |
| 2010 | 5.67% | -11.28% | 13.77% | 9.92% |
| 2009 | -6.50% | 17.97% | 15.75% | 4.50% |
| 2008 | -8.50% | 2.55% | -9.14% | -24.39% |
| 2007 | -0.64% | 5.45% | 5.04% | -0.11% |
| 2006 | 3.80% | -2.46% | 3.92% | 4.71% |
| 2005 | -2.21% | 2.49% | 2.46% | 1.42% |
| 2004 | -0.81% | 2.12% | -3.30% | 8.92% |
| 2003 | -4.28% | 14.25% | 1.94% | 9.72% |
| 2002 | 1.80% | -10.03% | -16.20% | 10.84% |
| 2001 | -8.29% | 9.73% | -13.16% | 15.20% |
| 2000 | 11.14% | -2.05% | 1.60% | 0.91% |
| 1999 | 7.48% | 7.61% | -9.28% | 17.40% |
| 1998 | 11.73% | -5.19% | -17.52% | 26.92% |
| 1997 | -0.62% | 14.04% | 9.21% | -3.58% |
| 1996 | 5.65% | 4.09% | 4.30% | 6.08% |
| 1995 | 2.41% | 8.86% | 6.13% | 1.67% |
| 1994 | -3.54% | -4.72% | 0.70% | -4.98% |
| 1993 | 1.29% | -3.60% | 1.18% | 3.38% |
| 1992 | -1.49% | -3.12% | 4.05% | 9.13% |
| 1991 | 11.34% | 0.05% | 1.23% | 8.11% |
| 1990 | -3.88% | 4.85% | -12.33% | 7.67% |
| 1989 | 3.90% | 10.52% | 9.52% | 1.37% |
| 1988 | 9.38% | 4.29% | -0.14% | 0.75% |
| 1987 | -16.00% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 99 |
| 1-Month | 94 |
| 3-Month | 99 |
| 1-Year | 99 |
| 3-Year | 52 |
| 5-Year | 69 |
Load Adjusted Returns
| 1-Year | 13.43% |
| 3-Year | 7.00% |
| 5-Year | 12.67% |
| 10-Year | 12.72% |
Performance & Risk
| YTD Return | 2.11% |
| 5y Average Return | 12.50% |
| Rank in Category (ytd) | 99 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Calvert Research and Management |
| Net Assets | 7.16B |
| YTD Return | 5.57% |
| Yield | 0.17% |
| Morningstar Rating | |
| Inception Date | Nov 01, 1999 |
Fund Summary
The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25% of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts which evidence ownership in underlying foreign stocks).
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