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 TSX Up0.07% TSX Ventures 0.00%

Calvert Capital Accumulation B (CWCBX)

28.32 Down 0.12(0.42%) May 24


Performance Overview as of 2013-02-27Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:2.00
Year-to-Date Return:5.17%
5-Year Average Return:6.06%
Number of Years Up:10
Number of Years Down:4
Best 1 Yr Total Return (2003-12-31):29.27%
Worst 1 Yr Total Return (2008-12-31):-37.50%
Best 3-Yr Total Return (N/A):18.74%
Worst 3-Yr Total Return (N/A):-12.64%
Load Adjusted Returns 
1-Year:3.70%
3-Year:14.67%
5-Year:5.75%
10-Year:7.42%
Trailing Returns (%) vs. Benchmarks 
ReturnCWCBXCategoryDiffIndex*Diff
Year To Date5.17N/AN/AN/AN/A
1-Month0.26N/AN/AN/AN/A
3-Month6.98N/AN/AN/AN/A
1-Year8.70N/AN/AN/AN/A
3-Year15.68N/AN/AN/AN/A
5-Year6.06N/AN/AN/AN/A
Last Bull Market (2011-09-29 to 2012-04-29)28.73N/AN/AN/AN/A
Last Bear Market (2011-04-29 to 2011-09-29)-24.34N/AN/AN/AN/A
Annual Total Return (%) History () 
YearCWCBXCategoryDiff
2013N/AN/AN/A
2012
 
14.36N/AN/A
2011
 
1.00N/AN/A
2010
 
28.58N/AN/A
2009
 
28.90N/AN/A
2008
 
-37.50N/AN/A
2007
 
8.59N/AN/A
2006
 
5.21N/AN/A
2005
 
-1.21N/AN/A
2004
 
7.56N/AN/A
2003
 
29.27N/AN/A
2002
 
-29.38N/AN/A
2001
 
-13.69N/AN/A
2000
 
9.36N/AN/A
1999
 
5.28N/AN/A
1998N/AN/AN/A
Past Quarterly Returns (%) for CWCBX 
Q1Q2Q3Q4
20139.04N/AN/AN/A
201213.13-4.112.912.44
201110.282.47-21.7414.21
20108.66-7.199.3316.61
2009-8.1913.9114.078.06
2008-7.428.58-16.65-25.41
20074.054.891.30-1.78
20069.20-5.56-2.734.88
2005-2.642.39-2.291.43
20042.312.02-6.6010.33
2003-2.1814.394.2310.84
2002-3.30-17.42-17.026.57
2001-15.1411.18-25.0522.06
20006.034.1211.40-11.08
1999-3.0810.73-14.9315.33
19983.87-14.3124.77N/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date95N/A
1-Month81N/A
3-Month86N/A
6-Month83N/A
1-Year50N/A
3-Year21N/A
5-Year41N/A