Canada markets open in 1 hour 2 minutes

Calvert Small/Mid-Cap I (EISEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
24.33-0.17 (-0.69%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.09%
5-Year Average Return4.13%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Oct 2, 2023)36.93%
Worst 1 Yr Total Return (Oct 2, 2023)N/A
Best 3-Yr Total Return36.93%
Worst 3-Yr Total Return3.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnEISEXCategory
YTD-0.09%10.80%
1-Month-8.82%4.43%
3-Month-8.38%7.00%
1-Year6.42%48.17%
3-Year5.74%21.26%
5-Year4.13%20.18%
10-Year6.97%14.07%
Last Bull Market35.88%27.14%
Last Bear Market-15.46%-21.26%

Annual Total Return (%) History

Year
EISEXCategory
2023
N/AN/A
2022
-16.91%N/A
2021
19.19%N/A
2020
13.11%39.26%
2019
28.40%32.52%
2018
-4.68%-6.65%
2017
15.63%23.91%
2016
15.69%6.03%
2015
-2.70%-0.95%
2014
2.03%7.00%
2013
36.93%34.93%
2012
6.88%14.07%
2011
N/A-3.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.01%1.99%N/AN/A
2022-5.15%-15.46%-5.22%9.33%
20218.38%4.07%-3.00%8.95%
2020-24.79%17.97%4.38%22.13%
201915.45%6.65%-0.13%4.43%
20180.35%6.88%5.15%-15.47%
20174.29%2.23%3.73%4.55%
20162.47%1.81%3.42%7.22%
20156.26%1.58%-9.03%-0.91%
20141.17%2.27%-4.61%3.37%
201313.30%-0.11%11.63%8.39%
201210.35%-6.77%3.06%0.80%
201110.81%N/AN/AN/A

Rank In Category (By Total Return)

YTD87
1-Month58
3-Month83
1-Year52
3-Year14
5-Year73

Load Adjusted Returns

1-Year9.29%
3-Year8.02%
5-Year5.74%
10-Year8.49%