UK markets closed

Calvert Global Water I (CFWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
28.97+0.03 (+0.10%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.48%
5-year average return8.96%
Number of years up6
Number of years down3
Best 1-yr total return (20 Jun 2024)28.35%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return28.35%
Worst 3-yr total return4.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCFWIXCategory
YTD4.46%20.74%
1-month4.53%-1.94%
3-month3.83%7.31%
1-year16.69%63.77%
3-year2.80%9.96%
5-year10.82%11.51%
10-year5.69%3.43%
Last bull market23.50%19.09%
Last bear market-14.50%-29.67%

Annual total return (%) history

Year
CFWIXCategory
2024
N/AN/A
2023
18.55%N/A
2022
-19.40%N/A
2021
22.94%N/A
2020
15.08%16.37%
2019
28.35%14.95%
2018
-13.32%-19.01%
2017
19.30%16.61%
2016
14.43%26.69%
2015
-12.30%-22.16%
2014
N/A-12.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.71%N/AN/AN/A
20237.83%4.12%-8.17%14.98%
2022-10.40%-14.50%-6.75%12.83%
20216.64%5.60%0.56%8.57%
2020-22.86%16.13%9.04%17.82%
201911.70%5.14%0.87%8.35%
2018-3.05%-0.90%1.61%-11.21%
20175.99%2.80%5.13%4.15%
20164.96%5.72%4.65%-1.46%
2015-0.11%-1.19%-13.78%3.06%
20143.31%-6.21%-3.57%N/A

Rank in category (by total return)

YTD70
1-month33
3-month83
1-year72
3-year70
5-year71

Load adjusted returns

1-year16.69%
3-year2.80%
5-year10.82%
10-year5.69%