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Calvert Mid-Cap C (CCACX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.78-0.21 (-0.95%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.59%
5-Year Average Return4.42%
Number of Years Up22
Number of Years Down7
Best 1 Yr Total Return (Jun 24, 2024)29.62%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return29.62%
Worst 3-Yr Total Return0.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCCACXCategory
YTD3.39%17.04%
1-Month2.67%-0.01%
3-Month0.32%5.47%
1-Year12.33%50.44%
3-Year-1.67%13.15%
5-Year5.61%13.75%
10-Year5.51%11.35%
Last Bull Market23.24%25.95%
Last Bear Market-16.52%-22.55%

Annual Total Return (%) History

Year
CCACXCategory
2024
N/AN/A
2023
10.63%N/A
2022
-20.27%N/A
2021
13.83%N/A
2020
10.85%12.39%
2019
29.62%26.21%
2018
-5.08%-11.15%
2017
10.87%15.93%
2016
5.59%14.14%
2015
-4.49%-4.75%
2014
6.61%7.80%
2013
27.86%34.10%
2012
14.95%16.15%
2011
1.30%-3.81%
2010
28.97%22.52%
2009
29.31%37.39%
2008
-37.40%-39.18%
2007
8.72%4.85%
2006
5.28%14.03%
2005
-1.11%9.25%
2004
7.55%16.30%
2003
29.47%36.28%
2002
-29.33%-16.55%
2001
-13.65%-3.12%
2000
9.39%6.36%
1999
5.36%20.92%
1998
28.34%10.36%
1997
20.66%25.92%
1996
7.95%19.23%
1995
34.87%30.17%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.64%N/AN/AN/A
20235.16%2.28%-6.83%10.40%
2022-6.94%-16.52%-5.88%9.03%
20214.65%4.89%-1.99%5.81%
2020-23.73%17.49%8.02%14.52%
201914.50%5.16%1.75%5.79%
20180.09%4.63%4.98%-13.67%
20172.74%2.03%1.82%3.87%
20162.43%-3.41%1.44%5.20%
20158.28%-0.21%-8.66%-3.22%
20140.75%3.24%-2.81%5.47%
20139.23%1.06%9.37%5.91%
201213.27%-4.00%3.08%2.55%
201110.34%2.56%-21.68%14.30%
20108.77%-7.12%9.39%16.71%
2009-8.09%14.07%14.10%8.09%
2008-7.39%8.65%-16.67%-25.35%
20074.08%4.90%1.34%-1.75%
20069.21%-5.52%-2.76%4.94%
2005-2.59%2.42%-2.27%1.42%
20042.34%2.04%-6.62%10.30%
2003-2.12%14.46%4.25%10.85%
2002-3.27%-17.35%-17.01%6.51%
2001-15.11%11.19%-25.03%22.03%
20006.03%4.14%11.41%-11.08%
1999-2.99%10.76%-15.01%15.36%
199815.16%4.10%-14.18%24.74%
1997-4.77%14.69%10.77%-0.27%
1996-0.44%10.44%-0.36%-1.48%
19957.59%14.47%12.70%-2.83%

Rank In Category (By Total Return)

YTD84
1-Month76
3-Month77
1-Year96
3-Year97
5-Year99

Load Adjusted Returns

1-Year11.33%
3-Year-1.67%
5-Year5.61%
10-Year5.51%