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Calvert Small-Cap R6 (CALRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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33.67-0.41 (-1.20%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.84%
5-Year Average Return6.15%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jun 30, 2024)20.04%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return20.04%
Worst 3-Yr Total Return4.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCALRXCategory
YTD3.47%20.19%
1-Month3.20%0.02%
3-Month0.61%4.36%
1-Year13.58%60.18%
3-Year0.96%11.32%
5-Year8.21%13.88%
10-Year8.62%11.19%
Last Bull Market27.08%27.98%
Last Bear Market-14.09%-24.08%

Annual Total Return (%) History

Year
CALRXCategory
2024
N/AN/A
2023
11.81%N/A
2022
-15.83%N/A
2021
20.04%N/A
2020
15.02%10.99%
2019
N/A23.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.25%N/AN/AN/A
20236.54%2.00%-7.80%11.59%
2022-5.44%-14.09%-5.61%9.78%
20219.79%3.19%-1.45%7.52%
2020-23.83%16.81%3.96%24.35%
20196.80%-0.58%3.71%N/A

Rank In Category (By Total Return)

YTD50
1-Month91
3-Month85
1-Year94
3-Year55
5-Year81

Load Adjusted Returns

1-Year13.58%
3-Year0.96%
5-Year8.21%
10-Year8.62%