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Calvert Emerging Markets Advancement I (CEFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.78+0.13 (+1.12%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.55%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jul 2024)15.35%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return15.35%
Worst 3-yr total return-1.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCEFIXCategory
YTD10.04%8.73%
1-month3.66%1.20%
3-month3.47%5.47%
1-year14.03%41.79%
3-year-0.52%11.48%
5-year0.00%12.18%
10-year0.00%4.39%
Last bull market19.89%17.73%
Last bear market-8.32%-25.55%

Annual total return (%) history

Year
CEFIXCategory
2024
N/AN/A
2023
11.58%N/A
2022
-15.11%N/A
2021
0.28%N/A
2020
15.35%17.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.34%3.47%N/AN/A
20233.17%4.37%-3.71%7.62%
2022-2.97%-8.32%-8.80%4.62%
20212.21%3.86%-7.44%2.06%
2020-23.02%14.54%10.01%18.92%

Rank in category (by total return)

YTD20
1-month28
3-month67
1-year38
3-year23
5-yearN/A

Load adjusted returns

1-year14.03%
3-year-0.52%
5-yearN/A
10-yearN/A