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Calvert Aggressive Allocation A (CAAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.11+0.11 (+0.42%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.22%
5-year average return8.58%
Number of years up13
Number of years down5
Best 1-yr total return (30 Jun 2024)27.33%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return27.33%
Worst 3-yr total return3.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAAAXCategory
YTD6.19%13.38%
1-month3.46%1.16%
3-month2.79%6.75%
1-year17.20%40.77%
3-year1.75%13.59%
5-year9.85%13.52%
10-year8.00%10.48%
Last bull market21.84%21.11%
Last bear market-14.09%-19.34%

Annual total return (%) history

Year
CAAAXCategory
2024
N/AN/A
2023
15.14%N/A
2022
-18.30%N/A
2021
16.40%N/A
2020
18.54%15.41%
2019
27.33%24.78%
2018
-7.74%-9.27%
2017
20.26%18.41%
2016
7.55%8.45%
2015
-0.19%-1.74%
2014
5.83%5.50%
2013
27.20%26.84%
2012
15.25%15.29%
2011
-3.81%-4.13%
2010
12.07%14.83%
2009
26.18%30.03%
2008
-37.32%-38.64%
2007
5.22%7.48%
2006
13.06%14.66%
2005
N/A7.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.39%N/AN/AN/A
20235.27%3.97%-4.90%10.62%
2022-7.44%-14.09%-6.04%9.36%
20214.76%5.74%-0.66%5.78%
2020-20.47%19.52%8.63%14.80%
201912.10%4.04%0.20%8.96%
20180.10%0.05%4.96%-12.23%
20175.60%4.23%4.22%4.83%
20160.29%0.06%4.56%2.51%
20153.46%1.02%-7.25%2.96%
20140.79%3.73%-2.27%3.58%
20138.49%2.03%6.89%7.51%
201212.44%-5.16%5.83%2.12%
20115.67%0.82%-15.58%6.95%
20104.33%-10.01%10.72%7.81%
2009-9.64%16.87%15.41%3.52%
2008-8.76%-0.24%-11.94%-21.79%
20071.20%5.03%1.17%-2.16%
20065.73%-2.50%3.30%6.18%
20054.13%1.98%N/AN/A

Rank in category (by total return)

YTD79
1-month81
3-month67
1-year87
3-year80
5-year66

Load adjusted returns

1-year11.05%
3-year-0.06%
5-year8.67%
10-year7.42%