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Powell says Fed needs more evidence of falling inflation before cutting interest rates
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.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
0.84%
5-Year Average Return
6.15%
Number of Years Up
3
Number of Years Down
1
Best 1 Yr Total Return (Jun 30, 2024)
20.04%
Worst 1 Yr Total Return (Jun 30, 2024)
N/A
Best 3-Yr Total Return
20.04%
Worst 3-Yr Total Return
4.15%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
CALRX
Category
YTD
3.47%
20.19%
1-Month
3.20%
0.02%
3-Month
0.61%
4.36%
1-Year
13.58%
60.18%
3-Year
0.96%
11.32%
5-Year
8.21%
13.88%
10-Year
8.62%
11.19%
Last Bull Market
27.08%
27.98%
Last Bear Market
-14.09%
-24.08%
Annual Total Return (%) History
Year
CALRX
Category
2024
N/A
N/A
2023
11.81%
N/A
2022
-15.83%
N/A
2021
20.04%
N/A
2020
15.02%
10.99%
2019
N/A
23.75%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.25%
N/A
N/A
N/A
2023
6.54%
2.00%
-7.80%
11.59%
2022
-5.44%
-14.09%
-5.61%
9.78%
2021
9.79%
3.19%
-1.45%
7.52%
2020
-23.83%
16.81%
3.96%
24.35%
2019
6.80%
-0.58%
3.71%
N/A
Rank In Category (By Total Return)
YTD
50
1-Month
91
3-Month
85
1-Year
94
3-Year
55
5-Year
81
Load Adjusted Returns
1-Year
13.58%
3-Year
0.96%
5-Year
8.21%
10-Year
8.62%
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