UK markets close in 5 hours 8 minutes

Calvert Aggressive Allocation I (CAGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.20-0.04 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.51%
5-year average return9.04%
Number of years up5
Number of years down2
Best 1-yr total return (27 Jun 2024)27.65%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return27.65%
Worst 3-yr total return3.33%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAGIXCategory
YTD6.28%13.38%
1-month3.48%1.16%
3-month2.82%6.75%
1-year17.46%40.77%
3-year2.00%13.59%
5-year10.11%13.52%
10-year8.25%10.48%
Last bull market21.98%21.11%
Last bear market-14.02%-19.34%

Annual total return (%) history

Year
CAGIXCategory
2024
N/AN/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/A8.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.44%N/AN/AN/A
20235.39%4.04%-4.87%10.72%
2022-7.37%-14.02%-6.05%9.43%
20214.82%5.79%-0.58%5.84%
2020-20.40%19.56%8.74%14.87%
201912.18%4.08%0.29%9.01%
20180.20%0.10%5.09%-12.17%
20175.71%4.33%4.31%4.90%
20164.61%2.59%N/AN/A

Rank in category (by total return)

YTD77
1-month80
3-month66
1-year86
3-year75
5-year61

Load adjusted returns

1-year17.46%
3-year2.00%
5-year10.11%
10-year8.25%