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Calvert Global Water A (CFWAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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28.71-0.35 (-1.20%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.21%
5-Year Average Return9.07%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Jun 13, 2024)28.75%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return28.75%
Worst 3-Yr Total Return-1.46%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCFWAXCategory
YTD4.31%20.74%
1-Month4.49%-1.94%
3-Month3.75%7.31%
1-Year16.38%63.77%
3-Year2.53%9.96%
5-Year10.54%11.51%
10-Year5.33%3.43%
Last Bull Market23.36%19.09%
Last Bear Market-14.56%-29.67%

Annual Total Return (%) History

Year
CFWAXCategory
2024
N/AN/A
2023
18.31%N/A
2022
-19.62%N/A
2021
22.60%N/A
2020
14.78%16.37%
2019
28.02%14.95%
2018
-13.63%-19.01%
2017
18.88%16.61%
2016
13.99%26.69%
2015
-12.75%-22.16%
2014
-3.79%-12.48%
2013
28.72%8.75%
2012
27.13%4.34%
2011
-9.91%-13.97%
2010
13.62%18.06%
2009
28.75%48.48%
2008
N/A-48.79%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.63%N/AN/AN/A
20237.80%4.07%-8.27%14.95%
2022-10.44%-14.56%-6.80%12.71%
20216.56%5.52%0.49%8.50%
2020-22.90%16.04%8.95%17.75%
201911.65%5.01%0.83%8.29%
2018-3.16%-0.96%1.52%-11.30%
20175.91%2.71%5.01%4.08%
20164.84%5.67%4.48%-1.52%
2015-0.23%-1.37%-13.85%2.92%
20143.47%3.06%-6.32%-3.69%
20138.77%-1.13%9.01%9.81%
201216.23%-5.87%8.27%7.32%
20112.15%-1.34%-15.39%5.66%
20103.75%-12.56%11.68%12.15%
2009-12.99%25.55%13.19%4.13%
2008-19.93%N/AN/AN/A

Rank In Category (By Total Return)

YTD71
1-Month35
3-Month83
1-Year73
3-Year72
5-Year78

Load Adjusted Returns

1-Year10.27%
3-Year0.70%
5-Year9.35%
10-Year4.77%