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Calvert Small-Cap I (CSVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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34.820.00 (0.00%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.28%
5-Year Average Return7.63%
Number of Years Up12
Number of Years Down6
Best 1 Yr Total Return (May 9, 2024)41.91%
Worst 1 Yr Total Return (May 9, 2024)N/A
Best 3-Yr Total Return41.91%
Worst 3-Yr Total Return4.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCSVIXCategory
YTD0.24%20.19%
1-Month-6.51%0.02%
3-Month2.54%4.36%
1-Year5.66%60.18%
3-Year-0.04%11.32%
5-Year6.45%13.88%
10-Year8.61%11.19%
Last Bull Market27.04%27.98%
Last Bear Market-14.12%-24.08%

Annual Total Return (%) History

Year
CSVIXCategory
2024
N/AN/A
2023
11.73%N/A
2022
-15.91%N/A
2021
19.95%N/A
2020
14.95%10.99%
2019
26.30%23.75%
2018
-6.54%-12.72%
2017
13.69%12.28%
2016
20.54%20.78%
2015
-0.64%-5.38%
2014
7.64%3.79%
2013
41.91%37.39%
2012
16.16%15.46%
2011
-4.25%-4.07%
2010
23.84%25.61%
2009
21.63%31.80%
2008
-33.22%-36.56%
2007
-1.55%-1.10%
2006
20.96%15.03%
2005
N/A6.75%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.22%N/AN/AN/A
20236.50%2.04%-7.83%11.55%
2022-5.45%-14.12%-5.62%9.72%
20219.79%3.16%-1.48%7.50%
2020-23.83%16.76%3.96%24.32%
201914.75%6.76%-0.58%3.70%
20180.59%6.44%5.35%-17.14%
20172.70%1.76%3.19%5.43%
20161.31%2.35%4.23%11.54%
20154.72%1.67%-6.75%0.08%
20141.26%3.18%-5.92%9.51%
201314.36%7.03%8.26%7.10%
201211.79%-5.40%9.08%0.70%
20118.34%0.10%-21.12%11.93%
201011.16%-10.46%8.39%14.78%
2009-11.54%16.91%14.47%2.75%
2008-8.96%-0.66%-4.20%-22.93%
20071.97%4.12%-3.30%-4.10%
200611.19%-5.32%6.17%8.23%
20053.51%-4.08%N/AN/A

Rank In Category (By Total Return)

YTD34
1-Month67
3-Month35
1-Year95
3-Year53
5-Year68

Load Adjusted Returns

1-Year5.66%
3-Year-0.04%
5-Year6.45%
10-Year8.61%