Canada markets open in 1 hour 33 minutes

Calvert Equity I (CEYIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
93.65-0.14 (-0.15%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.42%
5-Year Average Return12.74%
Number of Years Up20
Number of Years Down4
Best 1 Yr Total Return (Apr 28, 2024)36.83%
Worst 1 Yr Total Return (Apr 28, 2024)N/A
Best 3-Yr Total Return36.83%
Worst 3-Yr Total Return6.08%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCEYIXCategory
YTD5.63%12.38%
1-Month0.89%5.09%
3-Month5.63%10.28%
1-Year20.01%41.70%
3-Year9.22%22.56%
5-Year14.17%21.98%
10-Year13.70%15.99%
Last Bull Market36.37%25.99%
Last Bear Market-12.46%-17.29%

Annual Total Return (%) History

Year
CEYIXCategory
2024
N/AN/A
2023
18.23%N/A
2022
-17.37%N/A
2021
29.24%N/A
2020
24.59%35.86%
2019
36.83%31.90%
2018
5.42%-2.09%
2017
26.24%27.67%
2016
2.71%3.23%
2015
4.19%3.60%
2014
11.57%10.00%
2013
31.17%33.92%
2012
16.14%15.34%
2011
-1.70%-2.46%
2010
17.86%15.53%
2009
34.21%35.68%
2008
-35.19%-40.67%
2007
10.53%13.35%
2006
10.77%7.05%
2005
4.74%6.71%
2004
7.33%7.81%
2003
23.00%28.66%
2002
-14.52%-27.64%
2001
1.05%-22.30%
2000
11.98%-13.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.63%N/AN/AN/A
20234.07%5.13%-4.27%12.88%
2022-10.48%-12.46%-4.06%9.90%
20212.37%9.71%3.17%11.54%
2020-13.56%20.23%10.08%8.91%
201917.20%7.17%3.37%5.39%
20182.84%3.00%8.54%-8.30%
20177.01%5.48%4.48%7.04%
20160.44%-0.13%3.34%-0.92%
20152.77%0.93%-4.46%5.14%
20140.08%3.31%1.76%6.04%
20138.93%0.97%6.13%12.37%
201215.71%-5.55%6.08%0.18%
20117.08%1.44%-14.99%6.44%
20105.81%-11.15%13.90%10.07%
2009-6.36%18.18%15.91%4.64%
2008-8.39%2.70%-9.02%-24.28%
2007-0.52%5.58%5.21%0.02%
20063.93%-2.33%4.06%4.86%
2005-2.10%2.63%2.62%1.58%
2004-0.64%2.23%-3.14%9.09%
2003-4.15%14.44%2.08%9.85%
20021.92%-9.90%-16.10%10.96%
2001-8.19%9.85%-13.11%15.31%
200011.20%-1.95%1.69%1.00%

Rank In Category (By Total Return)

YTD99
1-Month93
3-Month99
1-Year98
3-Year49
5-Year65

Load Adjusted Returns

1-Year20.01%
3-Year9.22%
5-Year14.17%
10-Year13.70%