UK markets closed

Calvert Global Water C (CFWCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
26.06-0.06 (-0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.01%
5-year average return7.36%
Number of years up10
Number of years down5
Best 1-yr total return (27 Jun 2024)27.60%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return27.60%
Worst 3-yr total return-2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFWCXCategory
YTD3.99%20.74%
1-month4.44%-1.94%
3-month3.55%7.31%
1-year15.52%63.77%
3-year1.76%9.96%
5-year9.72%11.51%
10-year4.56%3.43%
Last bull market23.01%19.09%
Last bear market-14.71%-29.67%

Annual total return (%) history

Year
CFWCXCategory
2024
N/AN/A
2023
17.37%N/A
2022
-20.19%N/A
2021
21.68%N/A
2020
13.91%16.37%
2019
27.09%14.95%
2018
-14.21%-19.01%
2017
17.92%16.61%
2016
13.15%26.69%
2015
-13.35%-22.16%
2014
-4.44%-12.48%
2013
27.60%8.75%
2012
25.85%4.34%
2011
-10.80%-13.97%
2010
12.51%18.06%
2009
27.47%48.48%
2008
N/A-48.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.45%N/AN/AN/A
20237.58%3.86%-8.42%14.71%
2022-10.60%-14.71%-7.00%12.55%
20216.35%5.32%0.31%8.30%
2020-23.06%15.81%8.77%17.53%
201911.46%4.84%0.64%8.07%
2018-3.28%-1.15%1.38%-11.49%
20175.66%2.53%4.88%3.79%
20164.64%5.44%4.33%-1.71%
2015-0.37%-1.59%-13.98%2.75%
20143.29%2.93%-6.50%-3.86%
20138.51%-1.30%8.72%9.58%
201215.98%-6.06%7.93%7.03%
20111.89%-1.55%-15.60%5.37%
20103.53%-12.79%11.42%11.84%
2009-13.19%25.29%12.82%3.89%
2008-20.13%N/AN/AN/A

Rank in category (by total return)

YTD71
1-month36
3-month87
1-year75
3-year77
5-year84

Load adjusted returns

1-year14.52%
3-year1.76%
5-year9.72%
10-year4.56%