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Calvert Small-Cap A (CCVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.01+0.03 (+0.09%)
At close: 04:33PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.82%
5-year average return7.51%
Number of years up12
Number of years down7
Best 1-yr total return (15 May 2024)40.85%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return40.85%
Worst 3-yr total return3.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCVAXCategory
YTD0.13%20.19%
1-month-6.55%0.02%
3-month2.48%4.36%
1-year5.40%60.18%
3-year-0.29%11.32%
5-year6.17%13.88%
10-year8.25%11.19%
Last bull market26.91%27.98%
Last bear market-14.15%-24.08%

Annual total return (%) history

Year
CCVAXCategory
2024
N/AN/A
2023
11.44%N/A
2022
-16.11%N/A
2021
19.67%N/A
2020
14.64%10.99%
2019
26.01%23.75%
2018
-6.85%-12.72%
2017
13.20%12.28%
2016
20.00%20.78%
2015
-1.09%-5.38%
2014
7.03%3.79%
2013
40.85%37.39%
2012
15.29%15.46%
2011
-5.03%-4.07%
2010
22.91%25.61%
2009
20.73%31.80%
2008
-33.76%-36.56%
2007
-2.32%-1.10%
2006
20.05%15.03%
2005
-5.97%6.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.15%N/AN/AN/A
20236.42%1.95%-7.87%11.49%
2022-5.52%-14.15%-5.69%9.67%
20219.71%3.09%-1.52%7.43%
2020-23.89%16.71%3.86%24.27%
201914.68%6.73%-0.67%3.64%
20180.55%6.31%5.30%-17.25%
20172.59%1.63%3.09%5.31%
20161.24%2.20%4.11%11.40%
20154.63%1.55%-6.85%-0.06%
20141.11%2.99%-5.97%9.31%
201314.20%6.76%8.04%6.93%
201211.61%-5.63%8.89%0.52%
20118.08%-0.05%-21.30%11.71%
201010.90%-10.57%8.14%14.61%
2009-11.74%16.70%14.31%2.55%
2008-9.10%-0.85%-4.41%-23.11%
20071.78%3.92%-3.46%-4.33%
200611.06%-5.53%5.98%7.97%
2005-3.83%-1.14%3.32%-4.28%

Rank in category (by total return)

YTD35
1-month70
3-month37
1-year95
3-year57
5-year73

Load adjusted returns

1-year-0.13%
3-year-2.07%
5-year5.03%
10-year7.67%