CSIEX - Calvert Equity Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return7.69%
5-Year Average Return11.98%
Number of Years Up26
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)33.41%
Worst 1 Yr Total Return (Feb 3, 2019)-35.53%
Best 3-Yr Total Return33.41%
Worst 3-Yr Total Return-7.92%

Trailing Returns (%) Vs. Benchmarks

ReturnCSIEXCategory
YTD17.13%15.67%
1-Month3.77%2.12%
3-Month17.13%15.67%
1-Year19.77%10.71%
3-Year16.42%15.35%
5-Year12.78%11.26%
10-Year16.21%15.94%
Last Bull Market21.82%25.58%
Last Bear Market-16.00%-17.18%

Annual Total Return (%) History

Year
CSIEXCategory
2019
N/AN/A
2018
5.04%-2.09%
2017
25.79%27.67%
2016
2.32%3.23%
2015
3.68%3.60%
2014
11.04%10.00%
2013
30.42%33.92%
2012
15.52%15.34%
2011
-2.23%-2.46%
2010
17.23%15.53%
2009
33.41%35.68%
2008
-35.53%-40.67%
2007
9.94%13.35%
2006
10.16%7.05%
2005
4.16%6.71%
2004
6.69%7.81%
2003
22.31%28.66%
2002
-14.93%-27.64%
2001
0.67%-22.30%
2000
11.61%-13.05%
1999
23.17%38.87%
1998
10.89%34.55%
1997
19.33%26.36%
1996
21.68%19.76%
1995
20.29%32.65%
1994
-12.06%-2.45%
1993
2.14%8.69%
1992
8.37%5.92%
1991
21.93%40.07%
1990
-4.88%-3.78%
1989
27.47%27.76%
1988
14.76%12.55%
1987
N/A1.56%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201917.13%N/AN/AN/A
20182.73%2.91%8.47%-8.39%
20176.89%5.38%4.39%6.97%
20160.35%-0.25%3.27%-1.02%
20152.62%0.81%-4.57%5.02%
2014-0.06%3.23%1.62%5.92%
20138.79%0.84%5.95%12.21%
201215.54%-5.66%5.92%0.06%
20116.93%1.31%-15.11%6.32%
20105.67%-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%
20063.80%-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%
20021.80%-10.03%-16.20%10.84%
2001-8.29%9.73%-13.16%15.20%
200011.14%-2.05%1.60%0.91%
19997.48%7.61%-9.28%17.40%
199811.73%-5.19%-17.52%26.92%
1997-0.62%14.04%9.21%-3.58%
19965.65%4.09%4.30%6.08%
19952.41%8.86%6.13%1.67%
1994-3.54%-4.72%0.70%-4.98%
19931.29%-3.60%1.18%3.38%
1992-1.49%-3.12%4.05%9.13%
199111.34%0.05%1.23%8.11%
1990-3.88%4.85%-12.33%7.67%
19893.90%10.52%9.52%1.37%
19889.38%4.29%-0.14%0.75%
1987-16.00%N/AN/AN/A

Rank In Category (By Total Return)

YTD23
1-Month5
3-Month23
1-Year4
3-Year34
5-Year30

Load Adjusted Returns

1-Year14.08%
3-Year14.55%
5-Year11.68%
10-Year15.65%