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Calvert Mid-Cap I (CCPIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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44.35+0.06 (+0.14%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.02%
5-Year Average Return5.46%
Number of Years Up17
Number of Years Down7
Best 1 Yr Total Return (Jun 26, 2024)31.71%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return31.71%
Worst 3-Yr Total Return1.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCCPIXCategory
YTD3.81%17.04%
1-Month2.74%-0.01%
3-Month0.59%5.47%
1-Year13.45%50.44%
3-Year-0.69%13.15%
5-Year6.66%13.75%
10-Year6.68%11.35%
Last Bull Market23.77%25.95%
Last Bear Market-16.32%-22.55%

Annual Total Return (%) History

Year
CCPIXCategory
2024
N/AN/A
2023
11.72%N/A
2022
-19.48%N/A
2021
14.98%N/A
2020
11.94%12.39%
2019
30.91%26.21%
2018
-4.01%-11.15%
2017
12.14%15.93%
2016
6.83%14.14%
2015
-3.18%-4.75%
2014
8.09%7.80%
2013
29.62%34.10%
2012
16.60%16.15%
2011
2.89%-3.81%
2010
31.14%22.52%
2009
31.71%37.39%
2008
-36.37%-39.18%
2007
10.42%4.85%
2006
6.98%14.03%
2005
0.54%9.25%
2004
9.40%16.30%
2003
-11.41%36.28%
2002
-2.19%-16.55%
2001
-23.08%-3.12%
2000
29.92%6.36%
1999
N/A20.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.93%N/AN/AN/A
20235.40%2.54%-6.58%10.66%
2022-6.73%-16.32%-5.61%9.30%
20214.92%5.16%-1.74%6.06%
2020-23.51%17.73%8.29%14.80%
201914.78%5.39%2.00%6.10%
20180.35%4.96%5.24%-13.40%
20173.00%2.32%2.14%4.18%
20162.77%-3.12%1.75%5.46%
20158.65%0.12%-8.34%-2.90%
20141.09%3.58%-2.46%5.83%
20139.61%1.40%9.76%6.26%
201213.69%-3.67%3.45%2.92%
201110.78%2.93%-21.36%14.75%
20109.22%-6.74%9.88%17.19%
2009-7.65%14.59%14.67%8.54%
2008-7.02%9.07%-16.31%-25.02%
20074.49%5.33%1.74%-1.39%
20069.70%-5.17%-2.33%5.30%
2005-2.23%2.83%-1.85%1.88%
20042.76%2.46%-6.22%10.80%
20030.00%-24.02%4.74%11.32%
2002-2.19%0.00%0.00%0.00%
2001-15.05%-1.88%-24.74%22.61%
20006.46%4.51%11.80%4.44%
199911.17%-14.65%15.75%N/A

Rank In Category (By Total Return)

YTD80
1-Month74
3-Month75
1-Year95
3-Year93
5-Year95

Load Adjusted Returns

1-Year13.45%
3-Year-0.69%
5-Year6.66%
10-Year6.68%