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Calvert Aggressive Allocation I (CAGIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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26.20
-0.04
(-0.15%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.51%
5-year average return
9.04%
Number of years up
5
Number of years down
2
Best 1-yr total return (27 Jun 2024)
27.65%
Worst 1-yr total return (27 Jun 2024)
N/A
Best 3-yr total return
27.65%
Worst 3-yr total return
3.33%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CAGIX
Category
YTD
6.28%
13.38%
1-month
3.48%
1.16%
3-month
2.82%
6.75%
1-year
17.46%
40.77%
3-year
2.00%
13.59%
5-year
10.11%
13.52%
10-year
8.25%
10.48%
Last bull market
21.98%
21.11%
Last bear market
-14.02%
-19.34%
Annual total return (%) history
Year
CAGIX
Category
2024
N/A
N/A
2023
15.48%
N/A
2022
-18.13%
N/A
2021
16.68%
N/A
2020
18.87%
15.41%
2019
27.65%
24.78%
2018
-7.42%
-9.27%
2017
20.68%
18.41%
2016
N/A
8.45%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.44%
N/A
N/A
N/A
2023
5.39%
4.04%
-4.87%
10.72%
2022
-7.37%
-14.02%
-6.05%
9.43%
2021
4.82%
5.79%
-0.58%
5.84%
2020
-20.40%
19.56%
8.74%
14.87%
2019
12.18%
4.08%
0.29%
9.01%
2018
0.20%
0.10%
5.09%
-12.17%
2017
5.71%
4.33%
4.31%
4.90%
2016
4.61%
2.59%
N/A
N/A
Rank in category (by total return)
YTD
77
1-month
80
3-month
66
1-year
86
3-year
75
5-year
61
Load adjusted returns
1-year
17.46%
3-year
2.00%
5-year
10.11%
10-year
8.25%
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